# Who are Sony Semiconductor Solutions's customers? Who does Sony Semiconductor Solutions earn revenue from?
Canonical: https://valuechain.wiki/sony-semiconductor · Facet: customers · Updated: 2026-07-12T08:19:54.017867+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Sony Semiconductor Solutions's confirmed revenue counterparties include Apple, Nikon plus 1 undisclosed/aggregate relationship. Per the valuechain.wiki graph: 3 revenue edges, backed by 7 dated sources, 1 of them primary filings (as of 2026-07-12).

### Apple (high)  → /apple.md
- metric: Market share >50% · 2024 · global CIS share
- note: Supplies CMOS image sensors for Apple iPhone cameras — the largest customer of its ~50% CIS share, benefiting directly from premium-smartphone camera upgrades.
- [confirms] SEC EDGAR (EN, filing, published 2026-06-20) https://www.sec.gov/Archives/edgar/data/0000313838/000119312526274893/d28719d20f.htm: "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%."
- [mentions] Analyst consensus (EN, research, published 2026-05-01) https://www.marketscreener.com/quote/stock/SONY-GROUP-CORPORATION-6492399/consensus/: "Buy-tilted consensus on image sensors (I&SS) from mobile/AI demand."
- [confirms] ETNews (KO, news, published 2025-06-01) https://www.etnews.com/20240308000193: "Sony CIS No.1 eyes Korean back-end"
- [confirms] Sony (EN, ir, published 2025-05-01) https://www.sony-semicon.com/en/ir/: "Supplies CMOS image sensors to Apple."
- [confirms] Yole (EN, analysis, published 2025-01-01) https://www.yolegroup.com/product/report/status-of-the-cmos-image-sensor-industry-2025/: "Supplies CMOS image sensors to Apple."

### Sony Group (모회사) (high)
- note: Sony Group wholly owns Sony Semiconductor.
- [confirms] Sony (EN, ir, published 2026-01-01) https://www.sony-semicon.com/en/company/history/index.html: "Sony Group wholly owns Sony Semiconductor."

### 니콘 (high)  → /nikon.md
- note: 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.
- [mentions] Nikon Rumors (EN, news, published 2025-09-28) https://nikonrumors.com/2025/09/28/who-produces-the-sensors-for-nikons-mirrorless-cameras.aspx/: "Sony Semiconductor supplies sensors for most Nikon cameras."
- [confirms] DPReview (EN, news, published 2022-06-08) https://www.dpreview.com/news/8444379621/techinsights-effectively-confirms-the-nikon-z9-is-using-a-sony-semiconductor-sensor: "Nikon Z9 sensor = Sony Semiconductor IMX609AQJ (TechInsights)."

### 스마트폰·전장 OEM (비공개) (mid)
- note: Supplies CMOS image sensors to smartphone and automotive OEMs — automotive is a new growth axis as ADAS/autonomy expand camera counts.
- [confirms] SEC EDGAR (EN, filing, published 2026-06-20) https://www.sec.gov/Archives/edgar/data/0000313838/000119312526274893/d28719d20f.htm: "Higher mobile-sensor unit sales and larger/higher-performance sensors drove I&SS to record sales and operating income (smartphones the main demand)."
- [confirms] Sony (EN, ir, published 2025-05-01) https://www.sony-semicon.com/en/ir/: "Supplies CMOS image sensors to smartphone and automotive OEM."

Reverse side: https://valuechain.wiki/sony-semiconductor/suppliers.md · Ripple: https://valuechain.wiki/sony-semiconductor/ripple.md

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