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만드는 전력·센싱 IDM으로, SiC를 잉곳부터 소자까지 수직통합하고 차량 CIS 46%(ADAS 68%)로 1위를 쥔 것이 두 축의 해자다. 2025년 매출 ~$60억은 전장·산업이 본체이고, EV 전동화(SiC 인버터)와 ADAS 카메라 확산이 성장 동력이며 AI 데이터센터 전력에서도 연 $2.5억+를 낸다. 리스크는 EV 수요 둔화 시 SiC 가동률과 차량 CIS의 자동차 생산 사이클 노출이며, 웨이퍼(글로벌웨이퍼스)·장비(어플라이드) 상류 조달이 원가 변수다. 그래프상 상류는 SiC 잉곳·웨이퍼·장비이고, 하류는 전장·ADAS·산업·AI 데이터센터 전력 수요다. 실명 수요 앵커로는 현대차그룹(기아 EV6 GT 등 E-GMP EliteSiC 트랙션 인버터)과, 2025년 엔비디아와의 AI 데이터센터 800VDC 전력 협력이 확인된다 — 자동차 SiC에 이은 AI 전력이 새 성장 축이다.","analysis_en":"A power-and-sensing IDM making SiC power semiconductors and automotive CMOS image sensors, whose twin moats are vertically integrating SiC from ingot to device and holding #1 automotive CIS at 46% (68% in ADAS). 2025 revenue of ~$6B is led by automotive/industrial, with EV electrification (SiC inverters) and ADAS-camera adoption as growth drivers and AI-datacenter power exceeding $250M/yr. Risks are SiC utilization if EV demand softens and automotive-CIS exposure to the auto-production cycle, with wafer (GlobalWafers) and tool (Applied Materials) sourcing as cost variables. Upstream on the graph are SiC ingots, wafers and tools; downstream is demand from automotive/ADAS, industrial and AI-datacenter power. Named demand anchors include Hyundai Motor Group (EliteSiC traction inverters for the Kia EV6 GT and other E-GMP EVs) and a 2025 collaboration with NVIDIA on 800VDC AI-datacenter power — AI power is a new growth axis beyond automotive SiC.","analysis_asof":"2026-07-09"},"edges":[{"direction":"revenue","counterparty":"전장·ADAS (이미지센서·전력)","counterparty_slug":null,"confidence":"high","metric":{"type":"share","unit":"%","basis":"차량 CMOS 이미지센서 점유","value":46,"period":"2025","basis_en":"automotive CIS share","qualifier":"approx"},"note":"차량 CIS 1위(46%)·ADAS 68%, 전력반도체.","note_en":"#1 automotive CIS (46%), 68% in ADAS; power devices.","sources":[{"stance":"confirms","publisher":"Wikipedia","publisher_en":"Wikipedia","kind":"research","lang":"en","published_at":"2026-01-01","url":"https://en.wikipedia.org/wiki/Onsemi","title":"onsemi(SiC 전력·이미지센서 IDM)","title_en":"onsemi (SiC power and image-sensor IDM)","excerpt":"온세미는 차량 CIS 46%·ADAS 68% 점유.","excerpt_en":"onsemi holds 46% automotive CIS / 68% ADAS."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-10-27","url":"https://www.sec.gov/Archives/edgar/data/0001097864/000114036125035762/ef20055921_ex99-1.htm","title":"onsemi 분기 실적(8-K)","title_en":"onsemi quarterly results (8-K)","excerpt":"차량 CIS 46%·ADAS 68% 점유, 전력반도체.","excerpt_en":"46% automotive CIS, 68% ADAS; power devices."},{"stance":"confirms","publisher":"디일렉","publisher_en":"TheElec","kind":"news","lang":"ko","published_at":"2024-01-01","url":"https://www.thelec.kr/news/articleView.html?idxno=26642","title":"온세미, SiC 전력반도체·차량 이미지센서 확대","title_en":"onsemi expands SiC power and automotive image sensors","excerpt":"온세미는 SiC 전력·차량 이미지센서 강자.","excerpt_en":"onsemi leads in SiC power and automotive CIS."}]},{"direction":"cost","counterparty":"SiC 잉곳·기판 (수직통합)","counterparty_slug":null,"confidence":"high","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"SiC 잉곳~소자 수직통합 생산.","note_en":"Vertically integrated SiC ingot-to-device.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-10-27","url":"https://www.sec.gov/Archives/edgar/data/0001097864/000114036125035762/ef20055921_ex99-1.htm","title":"onsemi 분기 실적(8-K)","title_en":"onsemi quarterly results (8-K)","excerpt":"온세미는 GTAT(2021 인수) 기반으로 SiC 보울 성장→웨이퍼링→에피→소자→패키지를 자체 내재화 — 외부 기판에 의존하지 않는 완전 수직통합.","excerpt_en":"onsemi vertically integrates SiC boule growth, wafering, epitaxy, device fab and packaging in-house via GTAT (acquired 2021) — not reliant on external substrates."},{"stance":"confirms","publisher":"onsemi","publisher_en":"onsemi","kind":"news","lang":"en","published_at":"2025-06-01","url":"https://www.onsemi.com/company/news-media/blog/automotive/en-us/fully-vertically-integrated-silicon-carbide-ecosystem-for-e-mobility","title":"온세미, 완전 수직통합 SiC 생태계 (보울→모듈 내재화)","title_en":"onsemi: fully vertically integrated silicon carbide ecosystem (boule-to-module in-house)","excerpt":"온세미 SiC 생태계는 뉴햄프셔 허드슨에서 단결정 SiC를 성장시켜 보울→모듈까지 내재화(경쟁사의 외부 기판 의존과 차별화).","excerpt_en":"onsemi's SiC ecosystem grows single-crystal SiC in Hudson, NH and integrates boule-to-module in-house (differentiating from rivals that rely on external substrates)."}]},{"direction":"revenue","counterparty":"엔비디아 (AI 데이터센터 800VDC 전력)","counterparty_slug":"nvidia","confidence":"high","metric":{"year":2025,"application":"ai_datacenter_power","architecture":"800vdc"},"note":"온세미는 2025년 7월 엔비디아와 협력해 차세대 AI 데이터센터의 800VDC 전력 아키텍처를 개발한다 — 실리콘·SiC 기반 솔리드스테이트 변압기·PSU·코어 전력전달로 기판 AC/DC부터 프로세서단 전압조정까지 고효율 변환을 댄다. AI 전력 병목이 온세미 전력반도체의 새 수요 축으로, 자동차 SiC에 이은 성장 옵션.","note_en":"In July 2025 onsemi partnered with NVIDIA to develop 800VDC power architectures for next-gen AI data centers — silicon and SiC solid-state transformers, PSUs and core power delivery covering high-efficiency conversion from substation AC/DC to processor-level regulation. The AI power bottleneck is a new demand axis for onsemi power semiconductors, a growth option beyond automotive SiC.","sources":[{"stance":"confirms","publisher":"onsemi","publisher_en":"onsemi","kind":"news","lang":"en","published_at":"2025-07-29","url":"https://www.onsemi.com/company/news-media/press-announcements/en/onsemi-collaborates-with-nvidia-to-accelerate-transition-to-800-vdc-power-solutions-for-next-generation-ai-data-centers","title":"온세미, 엔비디아와 협력해 차세대 AI 데이터센터 800VDC 전력 솔루션 가속","title_en":"onsemi collaborates with NVIDIA on 800 VDC power solutions for next-gen AI data centers","excerpt":"온세미·엔비디아, 차세대 AI 데이터센터용 800VDC 전력 솔루션 협력(2025-07-29) — 실리콘·SiC 고효율 전력변환.","excerpt_en":"onsemi and NVIDIA collaborate on 800VDC power solutions for next-gen AI data centers (Jul 29, 2025) — silicon and SiC high-efficiency power conversion."}]},{"direction":"revenue","counterparty":"현대차·기아 (EliteSiC 트랙션 인버터)","counterparty_slug":"hyundai-motor-company","confidence":"high","metric":{"product":"elitesic_traction_inverter","platform":"e_gmp","first_vehicle":"kia_ev6_gt"},"note":"온세미 EliteSiC 전력모듈이 현대차그룹 고성능 EV의 트랙션 인버터로 선정 — 기아 EV6 GT에 첫 적용(2023.1) 후 HMC·기아 공용 E-GMP 플랫폼 차세대 고성능 EV로 확대. 배터리 800V DC를 후륜 구동 AC로 고효율 변환해 주행거리·성능을 높이는, 온세미 자동차 SiC 수요의 실명 앵커.","note_en":"onsemi's EliteSiC power module was selected for the traction inverter of Hyundai Motor Group's high-performance EVs — first in the Kia EV6 GT (Jan 2023), expanding to next-gen high-performance EVs on the HMC/Kia shared E-GMP platform. It converts the battery's 800V DC to AC for the rear drive with high efficiency, lifting range and performance — a named anchor of onsemi's automotive SiC demand.","sources":[{"stance":"confirms","publisher":"onsemi","publisher_en":"onsemi","kind":"news","lang":"en","published_at":"2023-01-04","url":"https://investor.onsemi.com/news-releases/news-release-details/onsemi-silicon-carbide-power-module-traction-inverters-selected","title":"온세미 SiC 전력모듈, 현대차그룹 고성능 EV 트랙션 인버터로 선정(기아 EV6 GT)","title_en":"onsemi SiC power module for traction inverters selected for Hyundai Motor Group's high-performance EVs (Kia EV6 GT)","excerpt":"온세미 SiC 전력모듈, 현대차그룹 고성능 EV 트랙션 인버터로 선정 — 기아 EV6 GT 적용, HMC/기아 E-GMP 협력 지속.","excerpt_en":"onsemi's SiC power module selected for Hyundai Motor Group high-performance EV traction inverters — applied in the Kia EV6 GT, with continued HMC/Kia E-GMP collaboration."}]},{"direction":"investment","counterparty":"SiC 캐파 투자 (GTAT 인수·보울/기판/에피 증설)","counterparty_slug":null,"confidence":"high","metric":{"integration":"boule_to_module","gtat_acquired_year":2021},"note":"온세미의 SiC 우위는 자본을 선투입한 수직통합에서 나온다 — 2021년 GT Advanced Technologies(GTAT) 인수로 SiC 소재를 확보하고, 뉴햄프셔 허드슨의 보울 성장부터 기판·에피·소자·패키지까지 캐파를 대규모 증설했다. 이 SiC 캐파 투자가 외부 기판 의존을 없애 원가·공급을 통제하는 해자이자, EV·AI 전력 수요를 잡는 선행 조건이다.","note_en":"onsemi's SiC edge comes from vertical integration built with front-loaded capital — the 2021 acquisition of GT Advanced Technologies (GTAT) secured SiC materials, and it has expanded capacity from boule growth in Hudson, NH through substrate, epitaxy, device and packaging. This SiC capacity investment removes external-substrate dependence to control cost and supply — a moat and a precondition for capturing EV and AI power demand.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-10-27","url":"https://www.sec.gov/Archives/edgar/data/0001097864/000114036125035762/ef20055921_ex99-1.htm","title":"onsemi 분기 실적(8-K)","title_en":"onsemi quarterly results (8-K)","excerpt":"온세미 10-K: GTAT 기반 SiC 수직통합, 보울→모듈 캐파 대규모 증설(대부분 자사 칩 생산용).","excerpt_en":"onsemi 10-K: SiC vertical integration via GTAT, large capacity expansion from boule to module (mostly for internal chip production)."},{"stance":"confirms","publisher":"onsemi","publisher_en":"onsemi","kind":"news","lang":"en","published_at":"2025-06-01","url":"https://www.onsemi.com/company/news-media/blog/automotive/en-us/fully-vertically-integrated-silicon-carbide-ecosystem-for-e-mobility","title":"온세미, 완전 수직통합 SiC 생태계 (보울→모듈 내재화)","title_en":"onsemi: fully vertically integrated silicon carbide ecosystem (boule-to-module in-house)","excerpt":"온세미는 허드슨(NH)에서 단결정 SiC를 성장시켜 보울→모듈까지 내재화 — 완전 수직통합 SiC 생태계.","excerpt_en":"onsemi grows single-crystal SiC in Hudson, NH and integrates boule-to-module in-house — a fully vertically integrated SiC ecosystem."}]},{"direction":"revenue","counterparty":"산업·에너지·AI 데이터센터 (전력)","counterparty_slug":null,"confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"SiC 전력으로 산업·에너지·AI 데이터센터 전력(연 $2.5억+).","note_en":"SiC power for industrial/energy and AI-datacenter power ($250M+/yr).","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-10-27","url":"https://www.sec.gov/Archives/edgar/data/0001097864/000114036125035762/ef20055921_ex99-1.htm","title":"onsemi 분기 실적(8-K)","title_en":"onsemi quarterly results (8-K)","excerpt":"AI 데이터센터 전력에서 연 $2.5억+ 매출.","excerpt_en":"AI-datacenter power exceeded $250M/yr."}]},{"direction":"cost","counterparty":"자체 팹·후공정 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"자체 웨이퍼 팹·후공정.","note_en":"In-house fabs and back-end.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-10-27","url":"https://www.sec.gov/Archives/edgar/data/0001097864/000114036125035762/ef20055921_ex99-1.htm","title":"onsemi 분기 실적(8-K)","title_en":"onsemi quarterly results (8-K)","excerpt":"IDM으로 다수 공정 내재화.","excerpt_en":"IDM running many processes in-house."}]},{"direction":"cost","counterparty":"어플라이드 머티어리얼즈","counterparty_slug":"applied-materials","confidence":"low","metric":null,"note":"SiC·전력반도체 팹 장비를 어플라이드에서 조달(IDM).","note_en":"Sources SiC/power fab tools from Applied Materials (IDM).","sources":[{"stance":"mentions","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-10-27","url":"https://www.sec.gov/Archives/edgar/data/0001097864/000114036125035762/ef20055921_ex99-1.htm","title":"onsemi 분기 실적(8-K)","title_en":"onsemi quarterly results (8-K)","excerpt":"onsemi 10-K은 반도체 제조장비·capex를 일반적으로 공시하나 개별 벤더(어플라이드 등)를 실명하지 않는다 — IDM 팹의 어플라이드 장비 조달은 업계 통례에 근거한 추정.","excerpt_en":"onsemi's 10-K discloses semiconductor equipment/capex generally but does not name individual vendors (e.g., Applied Materials) - sourcing Applied tools for its IDM fabs is an industry-norm inference."}]}]}