{"slug":"wonik-ips","name":"원익IPS","name_en":"Wonik IPS","ticker":"240810.KQ","updated_at":"2026-07-12T04:05:14.37+00:00","canonical":"https://valuechain.wiki/wonik-ips","same_as":["https://finance.yahoo.com/quote/240810.KQ","https://finance.naver.com/item/main.naver?code=240810"],"citable":"밸류체인 그래프 기준 원익IPS의 직접 연결 기업은 2곳(관계 기준 공급 0·매출 2)이고, 사슬을 2차까지 넓히면 9곳에 닿는다. 링크의 근거 출처는 4건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Wonik IPS is directly linked to 2 companies (0 supply, 2 revenue relationships) and reaches 9 companies within two hops; the links are backed by 4 dated sources, 1 of them primary filings (as of 2026-07-12).","kicker":"반도체 증착 장비 (PECVD·ALD)","kicker_en":"Deposition equipment (PECVD, ALD)","lead":"국내 대표 반도체 증착 장비사(PECVD·ALD). FY2025 매출 5,270억원. 삼성전자(반도체 매출 50%+)·SK하이닉스에 전공정 증착 장비를 공급하며, 국내 증착사 중 사실상 유일하게 삼성 파운드리 최선단 공정까지 대응한다. 디스플레이 건식 식각 장비도.","lead_en":"A leading Korean deposition-equipment maker (PECVD, ALD). FY2025 revenue ₩527B. Supplies wafer-fab deposition tools to Samsung (50%+ of its chip equipment revenue) and SK hynix, and is effectively the only domestic deposition vendor able to serve Samsung’s leading-edge foundry. Also makes display dry-etch tools.","segments":{"fy":2025,"parts":[{"desc":"PECVD·ALD 증착 (매출 70~85%)","name":"반도체 장비"},{"desc":"드라이에처 등","name":"디스플레이 장비"}],"total":"FY2025 매출 ₩5,270억","source":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=01135941","concentration":"삼성전자 반도체 비중 50%+. 고객 삼성·SK하이닉스·디스플레이."},"segments_en":{"parts":[{"desc":"PECVD/ALD deposition (70-85% of revenue)","name":"Semiconductor tools"},{"desc":"Dry etchers, etc.","name":"Display tools"}],"total":"FY2025 revenue ₩527B","concentration":"Samsung 50%+ of chip-tool revenue. 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PECVD·ALD 전공정 증착 장비를 삼성전자(반도체 장비 매출의 50%+)·SK하이닉스에 공급하며, 국내 증착사 중 사실상 유일하게 삼성 파운드리 최선단 공정까지 대응한다 — 램리서치·AMAT 등 글로벌 대비 국산화 대안의 지위다. 장비사라 실적은 고객 캐펙스 사이클에 크게 출렁여, 2025년 +409%는 삼성·SK 투자 재개 기대가 만든 급등(2026 +9%로 진정)이다. 상방은 GAA·3D낸드 고단화로 증착 스텝이 늘어나는 구조적 수요와 삼성 파운드리 최선단 채택 확대, 하방은 고객 캐펙스 지연과 삼성 편중이다.","analysis_en":"Wonik IPS's thesis is 'the only domestic deposition-equipment maker able to serve Samsung's leading edge.' It supplies PECVD/ALD wafer-fab deposition tools to Samsung (50%+ of its chip-equipment revenue) and SK hynix, and is effectively the sole domestic deposition vendor qualified for Samsung's leading-edge foundry — a localized alternative to global tools like Lam and AMAT. As an equipment maker its results swing hard with customer capex cycles; the +409% in 2025 was a surge on hopes of resumed Samsung/SK investment (settling to +9% in 2026). The upside is structural deposition-step growth from GAA and 3D NAND stacking plus wider adoption at Samsung's leading-edge foundry; the downside is customer capex delays and Samsung concentration.","analysis_asof":"2026-07-10"},"edges":[{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":{"type":"revenue","unit":"KRW","basis":"연결 총매출","value":527000000000,"period":"FY2025","basis_en":"consolidated total revenue"},"note":"삼성전자에 PECVD·ALD 증착 장비 공급(반도체 매출 50%+). 삼성 파운드리 최선단 대응.","note_en":"Supplies PECVD/ALD deposition tools to Samsung (50%+ of chip-tool revenue); serves Samsung’s leading-edge foundry.","sources":[{"stance":"confirms","publisher":"서울경제(영문)","publisher_en":"Seoul Economic Daily","kind":"news","lang":"en","published_at":"2026-06-11","url":"https://en.sedaily.com/finance/2026/06/11/semiconductor-equipment-stocks-surge-jusung-up-24-percent","title":"반도체 장비주 급등: 주성·원익IPS (삼성·SK 국내투자 확대)","title_en":"Semiconductor equipment stocks surge: Jusung, Wonik IPS on Samsung/SK domestic capex","excerpt":"삼성·SK 국내투자 확대로 원익IPS 장비주 급등.","excerpt_en":"Wonik IPS surges on Samsung/SK domestic capex."},{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=01135941","title":"원익IPS 사업보고서 (DART, 2025)","title_en":"Wonik IPS annual report (DART, 2025)","excerpt":"FY2025 매출 5,270억원.","excerpt_en":"FY2025 revenue ₩527B."},{"stance":"confirms","publisher":"한국경제(다음)","publisher_en":"Hankyung (Daum)","kind":"news","lang":"ko","published_at":"2025-11-04","url":"https://v.daum.net/v/20251104143228301","title":"삼성 덕보는 원익IPS…생산능력 3배 확보","title_en":"Wonik IPS benefits from Samsung, triples capacity","excerpt":"삼성 투자 수혜로 생산능력 3배 확보, 삼성 비중 50%+.","excerpt_en":"Triples capacity on Samsung capex; Samsung is 50%+ of chip-tool revenue."},{"stance":"mentions","publisher":"파이낸스스코프","publisher_en":"Finance Scope","kind":"news","lang":"ko","published_at":"2025-10-24","url":"https://www.finance-scope.com/article/view/scp202510220025","title":"원익IPS, 삼성전자 테일러 팹 선단공정 韓 유일 공급사 선정…수조원대 10% 담당","title_en":"Wonik IPS named sole Korean supplier for leading-edge process at Samsung Taylor fab, about 10% of a multi-trillion-won scope","excerpt":"테일러 팹 파운드리 라인 선단 공정에 참여하는 국내 업체는 당사가 유일. 선단 공정 투자(수조원대) 가운데 약 10%를 담당할 예정. 공식 장비 공급 계약은 2026년 1분기 체결 예상(기사 시점 기준 미확정).","excerpt_en":"Wonik IPS says it is the only Korean company in the leading-edge line of the Taylor fab, expecting to handle about 10% of a multi-trillion-won investment; the formal supply contract was expected in Q1 2026 (not yet signed as of the article)."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"high","metric":null,"note":"SK하이닉스에 전공정 증착 장비(PECVD·ALD) 공급.","note_en":"Supplies wafer-fab deposition tools (PECVD/ALD) to SK hynix.","sources":[{"stance":"confirms","publisher":"서울경제(영문)","publisher_en":"Seoul Economic Daily","kind":"news","lang":"en","published_at":"2026-06-11","url":"https://en.sedaily.com/finance/2026/06/11/semiconductor-equipment-stocks-surge-jusung-up-24-percent","title":"반도체 장비주 급등: 주성·원익IPS (삼성·SK 국내투자 확대)","title_en":"Semiconductor equipment stocks surge: Jusung, Wonik IPS on Samsung/SK domestic capex","excerpt":"SK 투자 확대 수혜.","excerpt_en":"Benefits from SK capex."},{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=01135941","title":"원익IPS 사업보고서 (DART, 2025)","title_en":"Wonik IPS annual report (DART, 2025)","excerpt":"SK하이닉스에 증착 장비 공급.","excerpt_en":"Supplies deposition tools to SK hynix."}]},{"direction":"revenue","counterparty":"디스플레이 (비전옥스 등)","counterparty_slug":null,"confidence":"mid","metric":null,"note":"디스플레이용 드라이에처 등 공급.","note_en":"Supplies display dry-etch tools and others.","sources":[{"stance":"mentions","publisher":"한국경제(다음)","publisher_en":"Hankyung (Daum)","kind":"news","lang":"ko","published_at":"2025-11-04","url":"https://v.daum.net/v/20251104143228301","title":"삼성 덕보는 원익IPS…생산능력 3배 확보","title_en":"Wonik IPS benefits from Samsung, triples capacity","excerpt":"중국 디스플레이 라인 드라이에처 단독 수주.","excerpt_en":"Sole dry-etcher win for a Chinese display line."}]},{"direction":"cost","counterparty":"정밀 가공·계측 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"정밀 가공·계측 모듈 매입(비공개).","note_en":"Buys precision machining and metrology modules (undisclosed).","sources":[{"stance":"mentions","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=01135941","title":"원익IPS 사업보고서 (DART, 2025)","title_en":"Wonik IPS annual report (DART, 2025)","excerpt":"사업보고서: 설비·모듈.","excerpt_en":"Annual report: equipment and modules."}]},{"direction":"cost","counterparty":"부품·모듈 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"증착 장비용 부품·모듈 외주(공급사 비공개).","note_en":"Outsources parts and modules for deposition tools (undisclosed).","sources":[{"stance":"mentions","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=01135941","title":"원익IPS 사업보고서 (DART, 2025)","title_en":"Wonik IPS annual report (DART, 2025)","excerpt":"사업보고서: 부품 조달.","excerpt_en":"Annual report: parts procurement."}]}]}