# Who are SKC's customers? Who does SKC earn revenue from?
Canonical: https://valuechain.wiki/skc · Facet: customers · Updated: 2026-09-04T23:10:43.053379+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: SKC's confirmed revenue counterparties include SK Innovation (SK On), LG에너지솔루션, 삼성SDI plus 2 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 5 revenue edges, backed by 6 dated sources, 2 of them primary filings (as of 2026-09-04).

### SK Innovation (SK On) (high)  → /sk-innovation.md
- note: The largest customer for SK Nexilis copper foil is affiliate SK On, a stable intra-group relationship in which SK Nexilis supplies a large share of SK On's copper foil. SK On is SK Innovation's battery arm.
- [confirms] DART (KRX filing) (KO, filing, published 2026-06-10) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260610000521: "The business report lists the group cell maker (SK On) as a key copper-foil customer; FY2024 consolidated revenue KRW 1,721.6B."
- [confirms] FSS DART / SKC (KO, filing, published 2026-03-18) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260318001180: "FY2025 consolidated revenue KRW 1,720.7bn (flat YoY); operating loss KRW 276.4bn; net loss KRW 719.4bn (widened)."
- [confirms] Sisajournal-e (KO, news, published 2025-07-25) https://www.sisajournal-e.com/news/articleView.html?idxno=413715: "SK Nexilis's major customers are cited as SK On, LG Energy Solution and Samsung SDI; copper foil, the thin copper film under the anode, is about 10% of battery cell cost."
- [confirms] GetNews (KO, news, published 2025-07-25) https://www.getnews.co.kr/news/articleView.html?idxno=833016: "SK Nexilis is a subsidiary of SKC, and SK On is the group's battery maker within the same group."

### SK그룹 (SK 주식회사) (high)
- note: SKC is an SK Group affiliate with holding company SK Inc. as a major shareholder, sitting inside an intra-group loop in which subsidiary SK Nexilis supplies copper foil to group battery maker SK On.
- [mentions] GetNews (KO, news, published 2025-07-25) https://www.getnews.co.kr/news/articleView.html?idxno=833016: "SK Nexilis is a subsidiary of SKC and SK On is the group's battery maker, all within the SK Group structure."

### 반도체 소재 고객 (테스트소켓·글라스기판) (high)
- note: The growth axis carrying company results — subsidiary ISC's silicone-rubber semiconductor test sockets, the world's first commercialized, hold ~90% global share. Alongside, Absolics (70% owned) glass substrate is at the sample/customer-evaluation stage in Georgia with CHIPS Act subsidies, targeting 2027 mass production — the key high-value option to offset copper-foil losses.
- [confirms] FSS DART / SKC (KO, filing, published 2026-03-18) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260318001180: "ISC silicone-rubber sockets ~90% global share; Absolics glass substrate under CHIPS subsidy and customer evaluation."
- [confirms] SKC (KO, ir, published 2025-02-07) https://skc.kr/kor/Conmmunication/pr/newsDetail.do?seq=1623: "Test sockets (ISC) grew 25% in revenue and 320% in operating profit and led group results, while glass substrates (Absolics) run the world's first mass-production plant in Georgia with US semiconductor subsidies."

### 친환경·화학 소재 고객 (PBAT 등) (mid)
- note: The eco-friendly materials business is completing a 70,000-ton/year biodegradable PBAT plant in Vietnam in late 2025, another pillar showing SKC is a materials conglomerate.
- [confirms] SKC (KO, ir, published 2025-02-07) https://skc.kr/kor/Conmmunication/pr/newsDetail.do?seq=1623: "The eco-friendly materials business plans to complete its Vietnam PBAT plant (70,000 tons/year) in the second half of 2025."

### LG에너지솔루션 (mid)  → /lg-energy-solution.md
- note: SK Nexilis is in talks with LG Energy Solution for a 5-6 year copper foil supply worth up to KRW 4tn, but as of July 2025 disclosures and LG's official statement no supply contract has been signed (still in pricing negotiation), driven by North American supply-chain realignment amid US-China decoupling.
- [confirms] Sisajournal-e (KO, news, published 2025-07-25) https://www.sisajournal-e.com/news/articleView.html?idxno=413715: "LG Energy Solution called earlier deal reports groundless, saying pricing talks occurred but no supply contract was signed; the term is estimated at 5-6 years and up to KRW 4tn."
- [mentions] KED Global (EN, news, published 2025-07-25) https://www.kedglobal.com/batteries/newsView/ked202507250001: "It is the first supply discussion in about five years, with LG looking to source copper foil from SK Nexilis instead of China as US battery plants come online; the deal is cited at KRW 1-3tn (50,000-100,000 tons)."

### 삼성SDI (mid)  → /samsung-sdi.md
- note: Samsung SDI is cited as one of SK Nexilis's major copper foil customers. Specific contract size or share is not confirmed outside SK Nexilis disclosures, so the figure is left undisclosed.
- [mentions] Sisajournal-e (KO, news, published 2025-07-25) https://www.sisajournal-e.com/news/articleView.html?idxno=413715: "The article names SK On, LG Energy Solution and Samsung SDI together as SK Nexilis's major customers."

Reverse side: https://valuechain.wiki/skc/suppliers.md · Ripple: https://valuechain.wiki/skc/ripple.md

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Full node: https://valuechain.wiki/skc.md · JSON: https://valuechain.wiki/skc.json