{"slug":"sony-semiconductor","name":"소니 반도체","name_en":"Sony Semiconductor Solutions","ticker":"6758.T","updated_at":"2026-07-12T08:19:54.017867+00:00","canonical":"https://valuechain.wiki/sony-semiconductor","same_as":["https://finance.yahoo.com/quote/6758.T"],"citable":"밸류체인 그래프 기준 소니 반도체의 직접 연결 기업은 3곳(관계 기준 공급 1·매출 2)이고, 사슬을 2차까지 넓히면 38곳에 닿는다. 링크의 근거 출처는 8건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Sony Semiconductor Solutions is directly linked to 3 companies (1 supply, 2 revenue relationships) and reaches 38 companies within two hops; the links are backed by 8 dated sources, 1 of them primary filings (as of 2026-07-12).","kicker":"닛케이 · 이미지센서 · CMOS 세계 1위(~50%)","kicker_en":"Nikkei · Image sensors · World No.1 CMOS (~50%)","lead":"CMOS 이미지센서(CIS) 세계 1위(점유율 약 50%)로, 소니 그룹이 100% 보유한 반도체 자회사다. 애플 아이폰 카메라 센서의 핵심 공급사이자, 니콘 미러리스·DSLR처럼 경쟁 카메라 브랜드조차 소니 실리콘 위에서 돌게 만드는 지배력을 갖는다. 센서 픽셀은 자체 팹에서 만들고 로직은 TSMC 등에 위탁하는 하이브리드 구조다.","lead_en":"World No.1 in CMOS image sensors (~50% share) and a semiconductor subsidiary wholly owned by Sony Group. A key supplier of iPhone camera sensors, with dominance such that even rival camera brands — Nikon mirrorless/DSLR — run on Sony silicon. It makes sensor pixels in-house and outsources logic to TSMC and others, a hybrid structure.","segments":{"fy":2026,"parts":[{"desc":"CMOS 이미지센서(CIS) 세계 1위(~50%). 애플·니콘 등 스마트폰·카메라·전장 전반에 공급, 로직은 TSMC 위탁.","name":"CMOS 이미지센서 세계 1위"}],"total":"CMOS 이미지센서 세계 1위","source":"https://www.sony-semicon.com/en/ir/","private":true},"segments_en":{"fy":2026,"parts":[{"desc":"World No.1 in CMOS image sensors (~50%); supplies smartphones, cameras and automotive (Apple, Nikon), outsourcing logic to TSMC.","name":"World No.1 in CMOS image sensors"}],"total":"World No.1 in CMOS image sensors"},"returns_yearly":{"2021":27.2,"2022":-8.4,"2023":27.8,"2024":17.9,"2025":1,"2026":-2.4},"return_asof":"2026-07-10","value_chain":{"leading":[{"slug":"dell","name":"Dell","name_en":"Dell 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Materials","tier":3,"returns_yearly":{"2021":106,"2022":-30.5,"2023":26.1,"2024":-47.4,"2025":173.9,"2026":-15.7}},{"slug":"carl-zeiss-smt","name":"Carl Zeiss SMT","name_en":"Carl Zeiss SMT","tier":3,"returns_yearly":null},{"slug":"trumpf","name":"TRUMPF","name_en":"TRUMPF","tier":3,"returns_yearly":null}],"analysis":"투자 논점은 스마트폰·전장·산업 카메라 전반의 '눈'을 사실상 독점한 이미지센서 1위 지위다. CIS 세계 점유 약 50%로 애플 아이폰이 최대 고객이고, 니콘 같은 경쟁 카메라 브랜드조차 소니 센서를 쓴다 — 특정 세트업체가 아니라 카메라가 들어가는 모든 기기에 노출된다. 성장의 다음 축은 대당 카메라 수가 늘고 센서 고급화(대형화)가 진행되는 스마트폰과, ADAS·자율주행으로 카메라 수요가 커지는 전장이다. 센서 로직을 TSMC에 위탁하는 하이브리드 구조라 선단 파운드리 캐파에 일부 의존하고, 위험은 매출이 아이폰 등 프리미엄 스마트폰 사이클에 크게 연동돼 세트 판매 둔화 시 함께 꺾인다는 점이다.","analysis_en":"The thesis is a No.1 image-sensor position that effectively monopolizes the 'eye' of smartphones, automotive and industrial cameras. With ~50% CIS share, Apple's iPhone is its largest customer and even rival camera brands like Nikon use Sony sensors — exposing it to every camera-equipped device rather than one set maker. The next growth axes are smartphones, where camera counts rise and sensors move upmarket (larger formats), and automotive, where ADAS and autonomy grow camera demand. Its hybrid structure outsources sensor logic to TSMC, giving some dependence on leading-edge foundry capacity; the risk is that revenue is heavily tied to the premium-smartphone (iPhone) cycle and rolls over when set sales slow.","analysis_asof":"2026-07-10"},"edges":[{"direction":"revenue","counterparty":"Apple","counterparty_slug":"apple","confidence":"high","metric":{"fy":2026,"type":"share","unit":"%","basis":"CMOS 이미지센서 세계 점유율","value":50,"period":"2024","basis_en":"global CIS share","qualifier":"band","i_and_ss_oi_jpy_bn":357.3,"i_and_ss_oi_yoy_pct":37},"note":"애플 아이폰 카메라에 CMOS 이미지센서 공급 — CIS 세계 ~50% 점유의 최대 고객, 프리미엄 스마트폰 카메라 고급화의 직접 수혜.","note_en":"Supplies CMOS image sensors for Apple iPhone cameras — the largest customer of its ~50% CIS share, benefiting directly from premium-smartphone camera upgrades.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-06-20","url":"https://www.sec.gov/Archives/edgar/data/0000313838/000119312526274893/d28719d20f.htm","title":"소니그룹 연차보고서 20-F (FY2025, 2026.3 종료) — I&SS 부문","title_en":"Sony Group Form 20-F (FY ended Mar 2026) — Imaging & Sensing Solutions","excerpt":"I&SS 부문 FY2026(2026.3) 영업이익 3,573억엔(+37%, 부문 사상 최고) — 고급 스마트폰용 대형·고화질 모바일 센서 판매 증가가 견인. 소니 CMOS 이미지센서 세계 ~50% 1위.","excerpt_en":"I&SS segment FY2026 (ended Mar 2026) operating income JPY 357.3bn (+37%, a segment record) — driven by larger, higher-quality mobile sensors for high-end smartphones; Sony is No.1 in CMOS image sensors at ~50%."},{"stance":"mentions","publisher":"애널리스트 컨센서스","publisher_en":"Analyst consensus","kind":"research","lang":"en","published_at":"2026-05-01","url":"https://www.marketscreener.com/quote/stock/SONY-GROUP-CORPORATION-6492399/consensus/","title":"소니그룹 I&SS(이미지센서) — 애널리스트 컨센서스 매수 우위(모바일·AI 센서 수요)","title_en":"Sony Group I&SS (image sensors) — buy-tilted analyst consensus (mobile/AI sensor demand)","excerpt":"이미지센서(I&SS) 모바일·AI 수요로 컨센서스 매수 우위.","excerpt_en":"Buy-tilted consensus on image sensors (I&SS) from mobile/AI demand."},{"stance":"confirms","publisher":"전자신문","publisher_en":"ETNews","kind":"news","lang":"ko","published_at":"2025-06-01","url":"https://www.etnews.com/20240308000193","title":"소니 이미지센서 1위, 한국 후공정 추진","title_en":"Sony CIS No.1 eyes Korean back-end","excerpt":"소니 이미지센서 1위, 한국 후공정 추진","excerpt_en":"Sony CIS No.1 eyes Korean back-end"},{"stance":"confirms","publisher":"소니","publisher_en":"Sony","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.sony-semicon.com/en/ir/","title":"Sony Semiconductor IR","title_en":"Sony Semiconductor IR","excerpt":"Apple에 CMOS 이미지센서 공급.","excerpt_en":"Supplies CMOS image sensors to Apple."},{"stance":"confirms","publisher":"Yole Group","publisher_en":"Yole","kind":"analysis","lang":"en","published_at":"2025-01-01","url":"https://www.yolegroup.com/product/report/status-of-the-cmos-image-sensor-industry-2025/","title":"CIS 산업(Sony ~50%)","title_en":"CMOS image sensor industry (Sony ~50%)","excerpt":"Apple에 CMOS 이미지센서 공급.","excerpt_en":"Supplies CMOS image sensors to Apple."}]},{"direction":"investor","counterparty":"Sony Group (모회사)","counterparty_slug":null,"confidence":"high","metric":null,"note":"소니 그룹이 소니 반도체를 100% 보유.","note_en":"Sony Group wholly owns Sony Semiconductor.","sources":[{"stance":"confirms","publisher":"Sony","publisher_en":"Sony","kind":"ir","lang":"en","published_at":"2026-01-01","url":"https://www.sony-semicon.com/en/company/history/index.html","title":"소니 반도체, 소니 그룹 완전자회사","title_en":"Sony Semiconductor Solutions, wholly owned by Sony Group","excerpt":"소니 그룹이 소니 반도체를 100% 보유.","excerpt_en":"Sony Group wholly owns Sony Semiconductor."}]},{"direction":"revenue","counterparty":"니콘","counterparty_slug":"nikon","confidence":"high","metric":{"part":"cmos_image_sensor","qualifier":"sensor_supply"},"note":"니콘 미러리스·DSLR의 이미지센서를 공급한다(예: Z9용 IMX609AQJ) — 소니에겐 스마트폰 다음가는 대형(풀프레임) 센서 수요처이자, 경쟁 카메라 브랜드조차 소니 실리콘 위에서 돌아가게 만드는 지배력의 사례.","note_en":"Supplies image sensors for Nikon's mirrorless/DSLR cameras (e.g., the IMX609AQJ in the Z9) — for Sony, a large-format (full-frame) sensor customer second to smartphones, and a case of dominance where even rival camera brands run on Sony silicon.","sources":[{"stance":"mentions","publisher":"Nikon Rumors","publisher_en":"Nikon Rumors","kind":"news","lang":"en","published_at":"2025-09-28","url":"https://nikonrumors.com/2025/09/28/who-produces-the-sensors-for-nikons-mirrorless-cameras.aspx/","title":"니콘 미러리스 센서 제조사는 누구인가 (소니·타워)","title_en":"Who produces the sensors for Nikon's mirrorless cameras (Sony, Tower)","excerpt":"소니 세미컨덕터가 니콘 대다수 카메라 센서 공급.","excerpt_en":"Sony Semiconductor supplies sensors for most Nikon cameras."},{"stance":"confirms","publisher":"DPReview","publisher_en":"DPReview","kind":"news","lang":"en","published_at":"2022-06-08","url":"https://www.dpreview.com/news/8444379621/techinsights-effectively-confirms-the-nikon-z9-is-using-a-sony-semiconductor-sensor","title":"니콘 Z9, 소니 세미컨덕터 센서 사용 확인","title_en":"TechInsights confirms Nikon Z9 uses a Sony Semiconductor sensor","excerpt":"니콘 Z9 센서 = 소니 세미컨덕터 IMX609AQJ (TechInsights 확인).","excerpt_en":"Nikon Z9 sensor = Sony Semiconductor IMX609AQJ (TechInsights)."}]},{"direction":"cost","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"mid","metric":{"fy":2026,"partnership":"sony_tsmc_image_sensor","relationship":"logic_wafer_process"},"note":"TSMC에 이미지센서용 로직 다이 파운드리 위탁 — 픽셀은 자체 팹, 로직은 위탁하는 하이브리드 구조.","note_en":"Outsources image-sensor logic-die foundry to TSMC — a hybrid structure with pixels in-house and logic outsourced.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-06-20","url":"https://www.sec.gov/Archives/edgar/data/0000313838/000119312526274893/d28719d20f.htm","title":"소니그룹 연차보고서 20-F (FY2025, 2026.3 종료) — I&SS 부문","title_en":"Sony Group Form 20-F (FY ended Mar 2026) — Imaging & Sensing Solutions","excerpt":"소니는 TSMC와 이미지센서 기술경쟁력 강화 파트너십 — 소니 설계+TSMC 공정을 결합해 로직 웨이퍼를 조달, I&SS 투하자본·현금흐름 개선을 노린다.","excerpt_en":"Sony partnered with TSMC to strengthen image-sensor competitiveness — combining Sony design with TSMC process to source logic wafers, aiming to improve I&SS invested capital and cash flow."},{"stance":"confirms","publisher":"소니","publisher_en":"Sony","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.sony-semicon.com/en/ir/","title":"Sony Semiconductor IR","title_en":"Sony Semiconductor IR","excerpt":"TSMC에서 센서용 로직 파운드리 매입.","excerpt_en":"Buys sensor-logic foundry from TSMC."},{"stance":"confirms","publisher":"Yole Group","publisher_en":"Yole","kind":"analysis","lang":"en","published_at":"2025-01-01","url":"https://www.yolegroup.com/product/report/status-of-the-cmos-image-sensor-industry-2025/","title":"CIS 산업(Sony ~50%)","title_en":"CMOS image sensor industry (Sony ~50%)","excerpt":"TSMC에서 센서용 로직 파운드리 매입.","excerpt_en":"Buys sensor-logic foundry from TSMC."}]},{"direction":"revenue","counterparty":"스마트폰·전장 OEM (비공개)","counterparty_slug":null,"confidence":"mid","metric":{"fy":2026,"driver":"mobile_sensor_highend","segment":"i_and_ss","oi_jpy_bn":357.3},"note":"스마트폰·전장 OEM에 CMOS 이미지센서 공급 — ADAS·자율주행 카메라 확대로 전장이 새 성장축.","note_en":"Supplies CMOS image sensors to smartphone and automotive OEMs — automotive is a new growth axis as ADAS/autonomy expand camera counts.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-06-20","url":"https://www.sec.gov/Archives/edgar/data/0000313838/000119312526274893/d28719d20f.htm","title":"소니그룹 연차보고서 20-F (FY2025, 2026.3 종료) — I&SS 부문","title_en":"Sony Group Form 20-F (FY ended Mar 2026) — Imaging & Sensing Solutions","excerpt":"모바일 센서 판매량 증가와 대형·고성능화가 I&SS 매출·영업이익을 사상 최고로 견인(스마트폰이 주 수요처).","excerpt_en":"Higher mobile-sensor unit sales and larger/higher-performance sensors drove I&SS to record sales and operating income (smartphones the main demand)."},{"stance":"confirms","publisher":"소니","publisher_en":"Sony","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.sony-semicon.com/en/ir/","title":"Sony Semiconductor IR","title_en":"Sony Semiconductor IR","excerpt":"CMOS 이미지센서을(를) 스마트폰·전장 OEM에 공급.","excerpt_en":"Supplies CMOS image sensors to smartphone and automotive OEM."}]},{"direction":"cost","counterparty":"설비·인프라 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"설비·인프라 투자(비공개).","note_en":"Equipment and infrastructure (undisclosed).","sources":[{"stance":"confirms","publisher":"소니","publisher_en":"Sony","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.sony-semicon.com/en/ir/","title":"Sony Semiconductor IR","title_en":"Sony Semiconductor IR","excerpt":"설비·인프라 투자(비공개).","excerpt_en":"Equipment and infrastructure (undisclosed)."}]},{"direction":"cost","counterparty":"웨이퍼·소재 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"제조용 부품·소재·R&D(비공개).","note_en":"Parts, materials and R&D (undisclosed).","sources":[{"stance":"confirms","publisher":"소니","publisher_en":"Sony","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.sony-semicon.com/en/ir/","title":"Sony Semiconductor IR","title_en":"Sony Semiconductor IR","excerpt":"제조용 부품·소재·R&D(비공개).","excerpt_en":"Parts, materials and R&D (undisclosed)."}]}]}