{"slug":"abb","name":"ABB","name_en":"ABB","ticker":"ABBN.SW","updated_at":"2026-07-12T05:01:59.007838+00:00","canonical":"https://valuechain.wiki/abb","same_as":["https://finance.yahoo.com/quote/ABBN.SW"],"citable":"밸류체인 그래프 기준 ABB의 직접 연결 기업은 3곳(관계 기준 공급 0·매출 3)이고, 사슬을 2차까지 넓히면 37곳에 닿는다. 링크의 근거 출처는 5건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, ABB is directly linked to 3 companies (0 supply, 3 revenue relationships) and reaches 37 companies within two hops; the links are backed by 5 dated sources, 2 of them primary filings (as of 2026-07-12).","kicker":"데이터센터 전력화·배전","kicker_en":"Datacenter electrification","lead":"스위스 전력화·자동화 대기업. 데이터센터 지능형 배전·백업전력·DC 배전·냉각을 공급하며 전기화 연구의 약 40%가 차세대 데이터센터용이다. 엔비디아와 800VDC 1MW 랙 전력 아키텍처를 공동개발하고, VoltaGrid에 동기조상기 27기를 공급(그리드 안정화). 이튼·슈나이더와 함께 전력화 축.","lead_en":"A Swiss electrification and automation major. It supplies datacenter intelligent power distribution, backup power, DC distribution and cooling, with ~40% of its electrification research aimed at next-gen datacenters. It co-develops 800VDC 1MW rack power architecture with NVIDIA and supplied VoltaGrid 27 synchronous condensers for grid stability. With Eaton and Schneider, an electrification axis.","segments":{"fy":2025,"parts":[{"desc":"데이터센터 전력화의 성장 축 — 엔비디아 800VDC 공동개발·지능형 배전으로 차세대 표준 선점","name":"전력화·배전(데이터센터)"},{"desc":"산업 자동화·로보틱스 축 — 제조업 캐펙스 사이클에 연동되는 안정 매출","name":"자동화·로보틱스"}],"total":"332억 달러 (2025, +9%)","concentration":"데이터센터 전력수요 2030년 220GW 전망·엔비디아 800VDC 공동개발. 엔비디아 800VDC 공동개발. 지능형 배전."},"segments_en":{"fy":2025,"parts":[{"desc":"The datacenter-electrification growth axis — pre-empting the next-gen standard via NVIDIA 800VDC co-dev and intelligent distribution","name":"Electrification (datacenter)"},{"desc":"The industrial automation/robotics axis — steadier revenue tied to the manufacturing capex cycle","name":"Automation/robotics"}],"total":"$33.2bn (FY2025, +9%)","concentration":"Datacenter power demand 220GW by 2030; NVIDIA 800VDC co-dev. 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ABB 배전·전력기기 수요로 전이되는 경로다.","analysis_en":"A key supplier of datacenter electrification and distribution, directly exposed to the surging power demand of AI data centers (220GW by 2030). The thesis is that co-developing an 800VDC 1MW rack power architecture with NVIDIA pre-empts the next-gen standard, and ~40% of its electrification research targets data centers — its edge is a systems position bundling intelligent distribution, backup and cooling. Customers extend to hyperscalers like NVIDIA, Microsoft and Amazon, but risks are the datacenter capex cycle and raw-material (copper, steel) costs. In graph terms, hyperscaler power investment transmits into ABB distribution and power-equipment demand.","analysis_asof":"2026-07-10"},"edges":[{"direction":"revenue","counterparty":"NVIDIA","counterparty_slug":"nvidia","confidence":"high","metric":null,"note":"엔비디아와 800VDC 1MW 랙 전력 아키텍처를 공동개발 — 차세대 데이터센터 전력 표준을 선점하는 전략적 관계로, ABB 전력화 수요 가시성의 핵심.","note_en":"Co-develops the 800VDC 1MW rack power architecture with NVIDIA — a strategic relationship pre-empting the next-gen datacenter power standard, central to ABB's electrification demand visibility.","sources":[{"stance":"confirms","publisher":"ABB 공식 실적발표","publisher_en":"ABB official results","kind":"filing","lang":"en","published_at":"2026-02-19","url":"https://new.abb.com/news/detail/132985/q4-2025-results","title":"ABB 공식 실적발표 — abb 실적","title_en":"ABB official results — abb results","excerpt":"2025 매출 $332억 역대 최대(+9%)","excerpt_en":"FY2025 record revenue $33.2bn (+9%)"},{"stance":"confirms","publisher":"ABB","publisher_en":"ABB","kind":"filing","lang":"en","published_at":"2026-01-01","url":"https://new.abb.com/news/detail/129805/abb-to-develop-next-generation-ai-data-centers-with-nvidia","title":"ABB, 엔비디아와 차세대 AI 데이터센터(800VDC) 개발","title_en":"ABB to develop next-gen AI datacenters with NVIDIA (800VDC)","excerpt":"엔비디아와 800VDC 1MW 랙 전력 아키텍처 공동개발·공급.","excerpt_en":"Co-develops/supplies 800VDC 1MW rack power architecture with NVIDIA."},{"stance":"confirms","publisher":"Automation.com","publisher_en":"Automation.com","kind":"news","lang":"en","published_at":"2025-10-01","url":"https://www.automation.com/article/abb-voltagrid-stable-data-center-power-support-ai-growth","title":"ABB·VoltaGrid, AI 데이터센터 안정 전력(동기조상기 27기)","title_en":"ABB and VoltaGrid: stable datacenter power (27 synchronous condensers)","excerpt":"엔비디아와 800VDC 1MW 랙 전력 아키텍처 공동개발·공급.","excerpt_en":"Co-develops/supplies 800VDC 1MW rack power architecture with NVIDIA."}]},{"direction":"revenue","counterparty":"하이퍼스케일러·데이터센터 (전력화)","counterparty_slug":null,"confidence":"high","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"하이퍼스케일러·데이터센터가 지능형 배전·백업·DC 배전·그리드 안정화를 조달 — AI 전력 붐의 병목을 시스템으로 묶어 파는 핵심 수요단.","note_en":"Hyperscalers and data centers source intelligent distribution, backup, DC distribution and grid stability — the core demand where ABB sells the AI-power bottleneck as a system.","sources":[{"stance":"confirms","publisher":"ABB","publisher_en":"ABB","kind":"news","lang":"en","published_at":"2026-01-01","url":"https://new.abb.com/news/detail/129854/powering-the-future-of-ai-demand","title":"ABB, AI 수요 전력화(지능형 배전·DC)","title_en":"ABB powering AI demand (intelligent distribution, DC)","excerpt":"전기화 연구 40%가 데이터센터용.","excerpt_en":"~40% of electrification R&D for datacenters."},{"stance":"confirms","publisher":"Automation.com","publisher_en":"Automation.com","kind":"news","lang":"en","published_at":"2025-10-01","url":"https://www.automation.com/article/abb-voltagrid-stable-data-center-power-support-ai-growth","title":"ABB·VoltaGrid, AI 데이터센터 안정 전력(동기조상기 27기)","title_en":"ABB and VoltaGrid: stable datacenter power (27 synchronous condensers)","excerpt":"전기화 연구 40%가 데이터센터용.","excerpt_en":"~40% of electrification R&D for datacenters."}]},{"direction":"revenue","counterparty":"산업·로보틱스·유틸리티","counterparty_slug":null,"confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"산업·유틸리티가 자동화·로보틱스·전력기기를 조달 — 데이터센터 밖 경기 사이클에 연동되는 다변화 매출.","note_en":"Industry and utilities source automation, robotics and power equipment — a diversification revenue tied to the broader cycle beyond data centers.","sources":[{"stance":"confirms","publisher":"ABB","publisher_en":"ABB","kind":"news","lang":"en","published_at":"2026-01-01","url":"https://new.abb.com/news/detail/129854/powering-the-future-of-ai-demand","title":"ABB, AI 수요 전력화(지능형 배전·DC)","title_en":"ABB powering AI demand (intelligent distribution, DC)","excerpt":"전력화·자동화 대기업.","excerpt_en":"An electrification and automation major."}]},{"direction":"revenue","counterparty":"아마존","counterparty_slug":"amazon","confidence":"mid","metric":null,"note":"아마존(AWS)이 데이터센터 전력화를 조달 — AI 인프라 확충의 전력 수요처.","note_en":"Amazon (AWS) sources datacenter electrification — a power-demand point in AI-infrastructure buildout.","sources":[{"stance":"confirms","publisher":"ABB","publisher_en":"ABB","kind":"filing","lang":"en","published_at":"2026-01-01","url":"https://new.abb.com/news/detail/129805/abb-to-develop-next-generation-ai-data-centers-with-nvidia","title":"ABB, 엔비디아와 차세대 AI 데이터센터(800VDC) 개발","title_en":"ABB to develop next-gen AI datacenters with NVIDIA (800VDC)","excerpt":"AWS 데이터센터 전력화 공급.","excerpt_en":"Datacenter electrification to AWS."}]},{"direction":"revenue","counterparty":"마이크로소프트","counterparty_slug":"microsoft","confidence":"mid","metric":null,"note":"마이크로소프트가 데이터센터 전력화·배전을 조달 — 하이퍼스케일러 캐펙스가 ABB 수요로 전이되는 접점.","note_en":"Microsoft sources datacenter electrification and distribution — a point where hyperscaler capex transmits into ABB demand.","sources":[{"stance":"confirms","publisher":"ABB","publisher_en":"ABB","kind":"filing","lang":"en","published_at":"2026-01-01","url":"https://new.abb.com/news/detail/129805/abb-to-develop-next-generation-ai-data-centers-with-nvidia","title":"ABB, 엔비디아와 차세대 AI 데이터센터(800VDC) 개발","title_en":"ABB to develop next-gen AI datacenters with NVIDIA (800VDC)","excerpt":"MS 데이터센터 전력화·배전 공급.","excerpt_en":"Datacenter electrification to Microsoft."}]},{"direction":"cost","counterparty":"부품·제조·증설 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"전력기기 부품·제조·증설.","note_en":"Power-equipment parts, manufacturing and capacity.","sources":[{"stance":"confirms","publisher":"ABB","publisher_en":"ABB","kind":"filing","lang":"en","published_at":"2026-01-01","url":"https://new.abb.com/news/detail/129805/abb-to-develop-next-generation-ai-data-centers-with-nvidia","title":"ABB, 엔비디아와 차세대 AI 데이터센터(800VDC) 개발","title_en":"ABB to develop next-gen AI datacenters with NVIDIA (800VDC)","excerpt":"배전·변압·보호기기 제조.","excerpt_en":"Makes distribution, transformer and protection gear."},{"stance":"confirms","publisher":"VoltaGrid","publisher_en":"VoltaGrid","kind":"news","lang":"en","published_at":"2025-10-01","url":"https://voltagrid.com/voltagrid-and-abb-partner-to-deliver-stable-data-center-power-to-support-ai-growth/","title":"VoltaGrid·ABB, AI 데이터센터 안정 전력 파트너십","title_en":"VoltaGrid and ABB partner on stable datacenter power","excerpt":"ABB·VoltaGrid 그리드 안정 전력.","excerpt_en":"ABB and VoltaGrid stable grid power."}]},{"direction":"cost","counterparty":"원자재·물류 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"구리·강철·전자부품·물류.","note_en":"Copper, steel, electronics and logistics.","sources":[{"stance":"confirms","publisher":"VoltaGrid","publisher_en":"VoltaGrid","kind":"news","lang":"en","published_at":"2025-10-01","url":"https://voltagrid.com/voltagrid-and-abb-partner-to-deliver-stable-data-center-power-to-support-ai-growth/","title":"VoltaGrid·ABB, AI 데이터센터 안정 전력 파트너십","title_en":"VoltaGrid and ABB partner on stable datacenter power","excerpt":"전력기기 원자재.","excerpt_en":"Power-equipment raw materials."}]}]}