{"slug":"wonik-qnc","name":"원익QnC","name_en":"Wonik QnC","ticker":"074600.KQ","updated_at":"2026-07-12T05:24:06.473+00:00","canonical":"https://valuechain.wiki/wonik-qnc","same_as":["https://finance.yahoo.com/quote/074600.KQ","https://finance.naver.com/item/main.naver?code=074600"],"citable":"밸류체인 그래프 기준 원익QnC의 직접 연결 기업은 4곳(관계 기준 공급 0·매출 4)이고, 사슬을 2차까지 넓히면 13곳에 닿는다. 링크의 근거 출처는 5건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Wonik QnC is directly linked to 4 companies (0 supply, 4 revenue relationships) and reaches 13 companies within two hops; the links are backed by 5 dated sources, 1 of them primary filings (as of 2026-07-12).","kicker":"코스닥 · 반도체 소모부품 · 쿼츠·세라믹 세계 1위","kicker_en":"KOSDAQ · Semi consumable parts · World No.1 quartz/ceramic","lead":"반도체 공정용 쿼츠웨어·세라믹 부품 글로벌 1위. 삼성전자·SK하이닉스·램리서치·도쿄일렉트론과 정기 거래하며 세정·코팅 서비스도 제공.","lead_en":"The global No.1 in semiconductor quartzware and ceramic parts, trading regularly with Samsung, SK hynix, Lam Research and Tokyo Electron, plus cleaning/coating services.","segments":{"fy":2025,"parts":[{"desc":"식각·증착 챔버용 소모부품 세계 1위 — 한국(29.2%)·대만(7.7%)·미국 등, 팹 가동률에 연동되는 반복 교체 매출","name":"쿼츠 웨어 (반도체 석영유리)"},{"desc":"모멘티브 인수로 내재화한 상류 용융석영 원소재 — FY2025 매출의 49.4%(4,663억)로 최대 부문","name":"쿼츠 Base Materials (미국·모멘티브)"},{"desc":"반도체 소재·장비부품 세정·코팅(한국·미국·중국 합산 매출 ~11.9%) — 소모부품과 묶인 서비스 매출","name":"세정·코팅 서비스"},{"desc":"디스플레이·LCD용 세라믹 부품 등(~3%)","name":"세라믹스·기타"}],"total":"9,436억원 (FY2025 연결)","source":"DART 사업보고서(FY2025)","concentration":"반도체 식각·증착 챔버용 쿼츠·세라믹 소모부품 세계 1위. 2020년 모멘티브 인수로 용융석영 base materials를 내재화(미국 부문이 매출의 49.4%). 팹 가동률·메모리 증설에 연동되는 반복 교체 매출."},"segments_en":{"fy":2025,"parts":[{"desc":"World No.1 in etch/deposition-chamber consumables — Korea (29.2%), Taiwan (7.7%), US, etc.; recurring replacement revenue tied to fab utilization","name":"Quartz ware (semiconductor fused silica)"},{"desc":"Upstream fused-quartz feedstock internalized via the Momentive acquisition — 49.4% of FY2025 revenue (KRW 466.3bn), the largest segment","name":"Quartz base materials (US, Momentive)"},{"desc":"Cleaning/coating of semiconductor materials and tool parts (~11.9% across Korea/US/China) — service revenue bundled with consumables","name":"Cleaning & coating services"},{"desc":"Display/LCD ceramic parts, etc. (~3%)","name":"Ceramics & other"}],"total":"KRW 943.6bn (FY2025 consolidated)","source":"DART business report (FY2025)","concentration":"World No.1 in quartz/ceramic consumables for etch/deposition chambers. Internalized fused-quartz base materials via the 2020 Momentive acquisition (the US segment is 49.4% of revenue). Recurring replacement revenue tied to fab utilization and memory expansion."},"returns_yearly":{"2021":26.2,"2022":2,"2023":11.9,"2024":-33.7,"2025":53.4,"2026":9.3},"return_asof":"2026-07-10","value_chain":{"leading":[{"slug":"intel","name":"Intel","name_en":"Intel","tier":3,"returns_yearly":{"2021":6.1,"2022":-46.6,"2023":94.6,"2024":-59.6,"2025":84,"2026":197.7}},{"slug":"marvell","name":"Marvell","name_en":"Marvell","tier":3,"returns_yearly":{"2021":84.6,"2022":-57.5,"2023":63.7,"2024":83.8,"2025":-22.8,"2026":177.8}},{"slug":"amd","name":"AMD","name_en":"AMD","tier":3,"returns_yearly":{"2021":56.9,"2022":-55,"2023":127.6,"2024":-18.1,"2025":77.3,"2026":160.5}},{"slug":"astera-labs","name":"Astera Labs","name_en":"Astera 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hynix","tier":2,"returns_yearly":{"2021":-0.4,"2022":-25.6,"2023":53.9,"2024":48.6,"2025":361.1,"2026":140.3}},{"slug":"rohm","name":"롬","name_en":"ROHM","tier":2,"returns_yearly":{"2021":-9,"2022":10.9,"2023":1.7,"2024":-40.8,"2025":86.1,"2026":109.5}},{"slug":"globalfoundries","name":"글로벌파운드리","name_en":"GlobalFoundries","tier":2,"returns_yearly":{"2022":-17.1,"2023":12.5,"2024":-29.2,"2025":-18.6,"2026":97.8}},{"slug":"samsung-electronics","name":"삼성전자","name_en":"Samsung Electronics","tier":2,"returns_yearly":{"2021":-9,"2022":-14.2,"2023":20.9,"2024":-26.4,"2025":212.9,"2026":77.9}},{"slug":"tsmc","name":"TSMC","name_en":"TSMC","tier":2,"returns_yearly":{"2021":12.1,"2022":-36.7,"2023":42.3,"2024":92.6,"2025":55.9,"2026":43.6}},{"slug":"nanya-tech","name":"Nanya Technology","name_en":"Nanya Technology","tier":2,"returns_yearly":{"2021":-8.3,"2022":-14.2,"2023":22.5,"2024":-56.2,"2025":984.7,"2026":33.8}},{"slug":"smic","name":"SMIC","name_en":"SMIC","tier":2,"returns_yearly":{"2021":-29.6,"2022":-7.4,"2023":-18.3,"2024":169.9,"2025":98.4,"2026":5.6}},{"slug":"lam-research","name":"램리서치","name_en":"Lam Research","tier":1,"returns_yearly":{"2021":53.7,"2022":-40.7,"2023":88.6,"2024":-6.8,"2025":139.2,"2026":105}},{"slug":"tokyo-electron","name":"도쿄일렉트론","name_en":"Tokyo Electron (TEL)","tier":1,"returns_yearly":{"2021":40.4,"2022":-14.5,"2023":89.8,"2024":-4.4,"2025":61.6,"2026":78.2}}],"benefiting":[],"analysis":"투자 논점은 반도체 공정 챔버용 쿼츠웨어·세라믹 부품에서 세계 1위인 소모부품 지위다. 쿼츠·세라믹 부품은 식각·증착 챔버에서 주기적으로 마모·교체되는 소모품이라, 삼성·SK하이닉스 같은 팹은 물론 램리서치·도쿄일렉트론 같은 장비사에도 대며 팹 가동률에 연동되는 반복 매출을 낳는다 — 특정 고객이 아니라 웨이퍼 생산량 전체에 노출된다. 세정·코팅 서비스까지 함께 제공해 부품 교체 주기 내내 매출이 반복되고, AI·HBM 증설로 식각·증착 스텝이 늘수록 소모부품 회전이 빨라지는 사이클 레버리지가 있다. 위험은 소모품 특성상 팹 감산·가동률 하락 국면에서 교체 수요가 먼저 꺾이고, 쿼츠 원재료 조달·가격에 원가가 좌우된다는 점이다.","analysis_en":"The thesis is a consumable-parts position as world No.1 in quartzware and ceramic parts for process chambers. These parts wear out and are periodically replaced in etch/deposition chambers, so it supplies not only fabs like Samsung and SK hynix but toolmakers like Lam Research and Tokyo Electron — recurring revenue tied to fab utilization, exposed to total wafer output rather than one customer. Adding cleaning/coating services makes revenue repeat across each replacement cycle, and as AI/HBM expansion adds etch/deposition steps, consumable turnover accelerates — cycle leverage. Risks are that, as consumables, replacement demand rolls over first in fab cuts or lower utilization, and costs hinge on quartz raw-material sourcing/prices.","analysis_asof":"2026-07-10"},"edges":[{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":{"type":"amount","unit":"KRW","value":943641000000,"period":"FY2025 전사 연결매출","qualifier":"per_customer_not_disclosed"},"note":"삼성전자 식각·증착 팹에 쿼츠·세라믹 소모부품 공급 — 팹 가동률에 연동되는 반복 교체 매출.","note_en":"Supplies quartz/ceramic consumable parts to Samsung's etch/deposition fabs — recurring replacement revenue tied to fab utilization.","sources":[{"stance":"confirms","publisher":"DART(금융감독원 전자공시)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-23","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260323001246","title":"wonik-qnc 사업보고서 (DART)","title_en":"Annual business report (DART)","excerpt":"DART 사업보고서: 매출·고객·사업 내용.","excerpt_en":"DART annual report: revenue, customers and business."},{"stance":"confirms","publisher":"Wonik QnC (English)","publisher_en":"Wonik QnC (English)","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.wonikqnc.com/eng/","title":"Wonik QnC (English)","title_en":"Wonik QnC (English)","excerpt":"회사 영문 IR.","excerpt_en":"Company English IR."},{"stance":"confirms","publisher":"지디넷코리아","publisher_en":"ZDNet Korea","kind":"news","lang":"ko","published_at":"2020-04-22","url":"https://zdnet.co.kr/view/?no=20200422101530","title":"원익QnC 쿼츠 매출 성장","title_en":"Wonik QnC quartz revenue grows","excerpt":"삼성전자에 쿼츠·세라믹 부품 공급.","excerpt_en":"Supplies quartz and ceramic parts to Samsung Electronics."}]},{"direction":"investment","counterparty":"모멘티브 (쿼츠·세라믹 사업부 인수)","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"KRW","value":466330000000,"period":"FY2025 US Quartz Base Materials(모멘티브)","qualifier":"upstream_vertical_integration","share_pct":49.4},"note":"2020.1 미국 모멘티브 퍼포먼스 머티리얼즈의 쿼츠·세라믹 사업부를 MOMQ Holding(지분 50%) 통해 인수 — 용융석영(Fused Quartz) base materials를 내재화한 상류 수직통합이다. 미국·독일·일본 소수 업체가 과점하는 원재료 시장에서 조달을 확보했고, FY2025 미국 Quartz Base Materials 매출 4,663억원(전사 49.4%)으로 최대 부문이 됐다.","note_en":"In Jan 2020 acquired the quartz/ceramic business of US-based Momentive Performance Materials via MOMQ Holding (50% stake) — upstream vertical integration internalizing fused-quartz base materials. It secured sourcing in a raw-material market oligopolized by US/German/Japanese players, and in FY2025 US Quartz Base Materials revenue of KRW 466.3bn (49.4% of the group) became the largest segment.","sources":[{"stance":"confirms","publisher":"DART(금융감독원 전자공시)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-23","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260323001246","title":"wonik-qnc 사업보고서 (DART)","title_en":"Annual business report (DART)","excerpt":"2020.1 모멘티브 쿼츠/세라믹 사업부 인수(MOMQ Holding 50%); FY2025 US Base Materials 4,663억(49.4%)","excerpt_en":"Acquired Momentive quartz/ceramic business (MOMQ Holding 50%) in Jan 2020; FY2025 US Base Materials KRW 466.3bn (49.4%)"}]},{"direction":"revenue","counterparty":"램리서치","counterparty_slug":"lam-research","confidence":"mid","metric":{"type":"amount","unit":"KRW","value":943641000000,"period":"FY2025 전사 연결매출","qualifier":"per_customer_not_disclosed"},"note":"램리서치 식각·증착 장비에 쿼츠·세라믹 부품 공급 — 팹이 아닌 장비사 경유로도 공급하는 이중 채널.","note_en":"Supplies quartz/ceramic parts into Lam Research's etch/deposition tools — a dual channel supplying via toolmakers as well as fabs.","sources":[{"stance":"confirms","publisher":"DART(금융감독원 전자공시)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-23","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260323001246","title":"wonik-qnc 사업보고서 (DART)","title_en":"Annual business report (DART)","excerpt":"DART 사업보고서: 쿼츠·세라믹 소모부품 공급(수주산업 특성상 고객사별 매출 미공시); 전사 FY2025 매출 9,436억","excerpt_en":"Supplies quartz/ceramic consumables (per-customer revenue not disclosed as a make-to-order business); group FY2025 revenue KRW 943.6bn"},{"stance":"confirms","publisher":"지디넷코리아","publisher_en":"ZDNet Korea","kind":"news","lang":"ko","published_at":"2020-04-22","url":"https://zdnet.co.kr/view/?no=20200422101530","title":"원익QnC 쿼츠 매출 성장","title_en":"Wonik QnC quartz revenue grows","excerpt":"램리서치에 쿼츠·세라믹 부품 공급.","excerpt_en":"Supplies quartz and ceramic parts to Lam Research."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"mid","metric":{"type":"amount","unit":"KRW","value":943641000000,"period":"FY2025 전사 연결매출","qualifier":"per_customer_not_disclosed"},"note":"SK하이닉스 팹에 쿼츠·세라믹 소모부품 공급 — HBM·D램 증설의 소모품 수혜.","note_en":"Supplies quartz/ceramic consumable parts to SK hynix's fabs — a consumables beneficiary of HBM/DRAM expansion.","sources":[{"stance":"confirms","publisher":"DART(금융감독원 전자공시)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-23","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260323001246","title":"wonik-qnc 사업보고서 (DART)","title_en":"Annual business report (DART)","excerpt":"DART 사업보고서: 쿼츠·세라믹 소모부품 공급(수주산업 특성상 고객사별 매출 미공시); 전사 FY2025 매출 9,436억","excerpt_en":"Supplies quartz/ceramic consumables (per-customer revenue not disclosed as a make-to-order business); group FY2025 revenue KRW 943.6bn"},{"stance":"mentions","publisher":"유안타증권(매체 인용)","publisher_en":"Yuanta Securities (via media)","kind":"research","lang":"ko","published_at":"2026-03-05","url":"https://m.thinkpool.com/breakingNews/cont/261317","title":"유안타증권 — 원익QnC 매수, 목표주가 41,000원(1Q26 영업익 247억 전망)","title_en":"Yuanta — Wonik QnC BUY, target KRW 41,000","excerpt":"유안타증권 매수·목표가 41,000원; 메모리 신규 팹·북미 주력고객·대만 Quartz 점유 확대","excerpt_en":"Yuanta BUY, target KRW 41,000; new memory fabs, North American anchor customer, Taiwan quartz share gains"},{"stance":"confirms","publisher":"지디넷코리아","publisher_en":"ZDNet Korea","kind":"news","lang":"ko","published_at":"2020-04-22","url":"https://zdnet.co.kr/view/?no=20200422101530","title":"원익QnC 쿼츠 매출 성장","title_en":"Wonik QnC quartz revenue grows","excerpt":"SK하이닉스에 쿼츠·세라믹 부품 공급.","excerpt_en":"Supplies quartz and ceramic parts to SK hynix."}]},{"direction":"revenue","counterparty":"도쿄일렉트론","counterparty_slug":"tokyo-electron","confidence":"mid","metric":{"type":"amount","unit":"KRW","value":943641000000,"period":"FY2025 전사 연결매출","qualifier":"per_customer_not_disclosed"},"note":"도쿄일렉트론 장비에 쿼츠·세라믹 부품 공급 — 서방·일본 장비사에 두루 걸친 소모부품 공급원.","note_en":"Supplies quartz/ceramic parts to Tokyo Electron's tools — a consumables supplier spanning Western and Japanese toolmakers.","sources":[{"stance":"confirms","publisher":"DART(금융감독원 전자공시)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-23","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260323001246","title":"wonik-qnc 사업보고서 (DART)","title_en":"Annual business report (DART)","excerpt":"DART 사업보고서: 쿼츠·세라믹 소모부품 공급(수주산업 특성상 고객사별 매출 미공시); 전사 FY2025 매출 9,436억","excerpt_en":"Supplies quartz/ceramic consumables (per-customer revenue not disclosed as a make-to-order business); group FY2025 revenue KRW 943.6bn"},{"stance":"confirms","publisher":"지디넷코리아","publisher_en":"ZDNet Korea","kind":"news","lang":"ko","published_at":"2020-04-22","url":"https://zdnet.co.kr/view/?no=20200422101530","title":"원익QnC 쿼츠 매출 성장","title_en":"Wonik QnC quartz revenue grows","excerpt":"도쿄일렉트론에 쿼츠·세라믹 부품 공급.","excerpt_en":"Supplies quartz and ceramic parts to Tokyo Electron (TEL)."}]},{"direction":"cost","counterparty":"쿼츠 원재료·설비 (비공개)","counterparty_slug":null,"confidence":"mid","metric":{"type":"amount","unit":"KRW","value":198608000000,"period":"FY2025 원재료 매입"},"note":"용융석영(Fused Quartz) 원재료·쿼츠웨어 매입 — FY2025 총 매입 1,986억원. 원재료 시장이 미·독·일 소수 과점이라 조달 안정성이 수익성을 좌우하는데, 원익QnC는 2020년 모멘티브 인수로 상류 base materials를 상당분 내재화해 이 의존을 낮췄다.","note_en":"Purchases of fused-quartz raw materials and quartz ware — FY2025 total purchases KRW 198.6bn. Because the raw-material market is oligopolized by US/German/Japanese players, sourcing stability drives profitability; Wonik QnC internalized much of the upstream base materials via its 2020 Momentive acquisition, reducing this dependence.","sources":[{"stance":"confirms","publisher":"DART(금융감독원 전자공시)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-23","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260323001246","title":"wonik-qnc 사업보고서 (DART)","title_en":"Annual business report (DART)","excerpt":"FY2025 원재료 매입 1,986억; 용융석영 시장 미·독·일 과점, 모멘티브로 상류 내재화","excerpt_en":"FY2025 raw-material purchases KRW 198.6bn; fused-quartz market oligopolized, upstream internalized via Momentive"},{"stance":"confirms","publisher":"다음/리서치","publisher_en":"Daum Research","kind":"analysis","lang":"ko","published_at":"2025-01-01","url":"https://m.cafe.daum.net/taejastory/UpJ3/14352","title":"원익QnC, 쿼츠 국내1위·글로벌2위","title_en":"Wonik QnC, quartz No.1 domestic","excerpt":"제조용 부품·소재·R&D(비공개).","excerpt_en":"Parts, materials and R&D (undisclosed)."}]},{"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":"다음/리서치","publisher_en":"Daum Research","kind":"analysis","lang":"ko","published_at":"2025-01-01","url":"https://m.cafe.daum.net/taejastory/UpJ3/14352","title":"원익QnC, 쿼츠 국내1위·글로벌2위","title_en":"Wonik QnC, quartz No.1 domestic","excerpt":"설비·인프라 투자(비공개).","excerpt_en":"Equipment and infrastructure (undisclosed)."}]}]}