# 누가 ST마이크로일렉트로닉스의 고객인가? ST마이크로일렉트로닉스의 매출은 어디서 오는가?
Canonical: https://valuechain.wiki/stmicroelectronics · Facet: customers · Updated: 2026-07-12T05:29:24.513378+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**인용용 요약**: ST마이크로일렉트로닉스의 확인된 매출 상대는 Apple·스페이스X·Mobileye 외 익명·묶음 관계 1건이다. 밸류체인 그래프 기준 매출 엣지 4건, 근거 출처 7건 중 1차공시 3건 (valuechain.wiki, 2026-07-12 기준).

### Apple (high)  → /apple.md
- metric: 점유율 32.6% · 2023 · SiC 전력반도체 세계 점유율
- note: Apple에 ToF·이미지 센서 공급.
- [confirms] SEC 6-K 실적 (EN, filing, published 2026-01-29) https://www.sec.gov/Archives/edgar/data/932787/000094787125000920/ss5503021_6k.htm: "2025 매출 $118억(-11.1%)"
- [confirms] SEC EDGAR (EN, filing, published 2025-02-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=STM&type=20-F: "Apple에 ToF·이미지 센서 공급."
- [confirms] 지디넷코리아 (KO, news, published 2025-01-01) https://zdnet.co.kr/view/?no=20240627154505: "Apple에 ToF·이미지 센서 공급."

### 프랑스·이탈리아 정부 (STMicro Holding) (high)
- note: 프랑스·이탈리아 정부가 지주사 통해 27.5% 보유.
- [confirms] 로이터 (야후 파이낸스) (EN, news, published 2025-10-23) https://finance.yahoo.com/news/stmicro-names-italian-board-members-085623069.html: "The group, in which the French and Italian governments indirectly own a combined 27.5% stake, has been at the centre of tensions with Rome."
- [confirms] 미국 증권거래위원회 (SEC EDGAR) (EN, filing, published 2024-02-14) https://www.sec.gov/Archives/edgar/data/932787/000110465924023345/tm246190d1_ex99-1.htm: "As of December 31, 2023, Bpifrance Participations S.A., on the one hand, and the Italian Ministry of the Economy and Finance, on the other hand, each directly held 50% in ST Holding ... each indirectly hold 125,352,377 of the Company's common shares, representing approximately 13.9% of its issued share capital."

### 스페이스X (mid)  → /spacex.md
- metric: supply volume 1 million terminals · 2020~ · 스타링크 단말 생산(보도 기준)
- note: 스페이스X 스타링크 사용자 단말의 프로세서(Catson SoC)·RF 프런트엔드·보안칩을 제조·공급한다. 단말 100만 대 생산 계약이 보도된 바 있다.
- [confirms] KU Leuven COSIC (EN, research, published 2022-01-01) https://www.esat.kuleuven.be/cosic/blog/dumping-and-extracting-the-spacex-starlink-user-terminal-firmware/: "The user terminal contains a STMicroelectronics STSAFE secure element, and the processor is a Quad-Core Cortex-A53 within the Catson SoC manufactured by STMicroelectronics."
- [confirms] Wccftech (EN, news, published 2021-08-06) https://wccftech.com/starlink-user-terminal-apple-supplier-teardown/: "SpaceX had signed an agreement with STMicroelectronics to manufacture the user terminals, and the production agreement specifies 1 million terminals... The terminals have their own application processor and radio front end units - both of which have been manufactured by STMicroelectronics."

### 자동차·산업 OEM (비공개) (mid)
- note: ToF·이미지 센서을(를) 자동차·산업 OEM에 공급.
- [confirms] SEC EDGAR (EN, filing, published 2025-02-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=STM&type=20-F: "ToF·이미지 센서을(를) 자동차·산업 OEM에 공급."

### Mobileye (mid)  → /mobileye.md
- note: 모빌아이 EyeQ SoC 단독 위탁생산·공동개발(6세대).
- [confirms] SEC EDGAR (Mobileye 10-K) (EN, filing, published 2026-02-12) https://www.sec.gov/Archives/edgar/data/0001910139/000110465926014300/mbly-20251227x10k.htm: "Mobileye Global Inc. Form 10-K (FY2025)"
- [confirms] Power Systems Design (EN, news, published 2016-05-18) https://www.powersystemsdesign.com/articles/mobileye-and-stmicro-to-develop-next-gen-eyeq5-soc-solution-for-autonomous-vehicles/35/10161: "Mobileye and STMicro to develop next-gen EyeQ5 SoC"

반대 방향: https://valuechain.wiki/stmicroelectronics/suppliers.md · 파급: https://valuechain.wiki/stmicroelectronics/ripple.md

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