# Who are SK IE Technology's customers? Who does SK IE Technology earn revenue from?
Canonical: https://valuechain.wiki/skiet · Facet: customers · Updated: 2026-07-12T08:23:49.777+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: SK IE Technology's confirmed revenue counterparties include SK이노베이션(SK온) plus 2 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 3 revenue edges, backed by 5 dated sources, 1 of them primary filings (as of 2026-07-12).

### SK이노베이션(SK온) (high)  → /sk-innovation.md
- metric: Market share 80% · FY2024-2025 · Approximate revenue dependence on SK On
- note: SK On, a sister company and the largest customer, takes about 80% of separator revenue. As that concentration weighed on results amid the US EV slowdown, SKIET is diversifying.
- [confirms] KRX KIND (KO, filing, published 2026-03-16) https://kind.krx.co.kr/common/disclsviewer.do?acptno=20260316001797&docno=&method=search: "SKIET's regular business report, covering its LiBS separator business and main customers including SK On."
- [mentions] Eugene Investment & Securities (KO, research, published 2026-01-29) https://www.eugenefn.com/common/files/amail//20260129_361610_tjdgus2009_896.pdf: "Eugene Investment: HOLD (downgrade), target ₩30,000. FY2026 outlook revenue ₩162.7bn, operating loss ₩269.9bn. Separator utilization ~16% amid US EV-subsidy cuts and weak demand."
- [confirms] Businesskorea (EN, news, published 2025-02-05) https://www.businesskorea.co.kr/news/articleView.html?idxno=234897: "SKIET aims to decrease its 80% dependency on SK On through diversification, and secured a five-year, roughly 290 billion won contract to supply prismatic LFP separators through 2030."

### SK이노베이션(SK온) (high)  → /sk-innovation.md
- note: SK Innovation is the parent and largest shareholder; SKIET was spun off from SK Innovation and listed in 2019.
- [confirms] KRX KIND (KO, filing, published 2026-03-16) https://kind.krx.co.kr/common/disclsviewer.do?acptno=20260316001797&docno=&method=search: "The filing shows SK Innovation as SKIET's largest shareholder and parent, with SKIET established via a 2019 spin-off."

### 북미 EV 배터리 고객 (비공개) (mid)
- metric: Count 300,000대 · FY2025 · Separator supply for North American EV batteries (client undisclosed)
- note: Won a contract to supply separators for about 300,000 North American EVs (April 2025); client and size undisclosed, with production planned in Korea or Poland.
- [confirms] The Korea Herald (EN, news, published 2025-04-10) https://www.koreaherald.com/article/10462416: "SKIET secured a deal to supply separators for about 300,000 North American EVs, with its North America-focused customer diversification producing visible outcomes."

### Gotion High-tech (mid)
- note: Signed an MOU with Gotion in February 2025 to supply EV and ESS separators in North America and Europe, with verification completed for Gotion's Illinois and Slovakia plants.
- [confirms] Batteries News (EN, news, published 2025-02-26) https://batteriesnews.com/sk-ie-technology-partners-with-gotion-to-expand-battery-separator-supply-in-north-america-and-europe/: "SKIET and Gotion signed an MOU at Intersolar North America, under which SKIET will supply EV and ESS separators to Gotion's Illinois and Slovakia plants."

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

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