{"slug":"samsung-electro-mechanics","name":"삼성전기","name_en":"Samsung Electro-Mechanics","ticker":"009150.KS","updated_at":"2026-06-21T08:52:25.853429+00:00","canonical":"https://valuechain.wiki/samsung-electro-mechanics","kicker":"FC-BGA 기판 · MLCC · 부품","kicker_en":"FC-BGA substrate · MLCC · Components","lead":"AI 가속기용 FC-BGA 반도체 기판과 MLCC를 만드는 부품사. 2025년 2분기부터 AI 가속기 기판 공급 시작, NVIDIA·AMD·Apple·Marvell에 납품하고 Broadcom도 2026 하반기 신규 고객. FY2025 매출 11.3조(영업이익 9,133억).","lead_en":"A component maker of FC-BGA semiconductor substrates and MLCC for AI accelerators. Began supplying AI-accelerator substrates in Q2 2025, shipping to NVIDIA, AMD, Apple and Marvell, with Broadcom added as a new customer for 2H 2026. FY2025 revenue ₩11.3T (operating profit ₩913B).","segments":{"fy":2025,"parts":[{"desc":"FC-BGA 반도체 기판(AI 가속기)","name":"패키지솔루션"},{"desc":"MLCC(AI서버·전장)","name":"컴포넌트"},{"desc":"카메라 모듈","name":"광학통신"}],"total":"11.3조원 (FY2025 연결, 영업이익 9,133억, 순이익 7,310억)","source":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260310003071","total_krw":11314459238100,"concentration":"AI 서버용 FC-BGA·MLCC 수요 급증. 빅테크 자체칩 채택이 기판 수요 견인.","op_profit_krw":913331178557,"net_income_krw":730989517218},"segments_en":{"parts":[{"desc":"FC-BGA semiconductor substrates (AI accelerators)","name":"Package Solutions"},{"desc":"MLCC (AI servers, automotive)","name":"Components"},{"desc":"Camera modules","name":"Optics & Communication"}],"total":"₩11.3T (FY2025 consolidated; operating profit ₩913B, net income ₩731B)","concentration":"Surging demand for AI-server FC-BGA and MLCC. Big tech's in-house chips drive substrate demand."},"edges":[{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":{"type":"revenue_share","unit":"%","basis":"삼성전기 매출 중 삼성전자 비중","value":28.6,"period":"2021","basis_en":"Samsung’s share of Samsung Electro-Mechanics revenue","qualifier":"approx"},"note":"삼성전자에 MLCC·반도체 기판·카메라모듈 공급. 최대 고객(매출 ~29%, 다변화 중).","note_en":"Supplies MLCCs, IC substrates and camera modules to Samsung Electronics, its largest customer (~29%, diversifying).","sources":[{"stance":"confirms","publisher":"CEO스코어데일리","publisher_en":"CEO Score Daily","kind":"news","lang":"ko","published_at":"2026-03-11","url":"https://m.ceoscoredaily.com/page/view/2026031117140460520","title":"삼성전기, 삼성전자 매출 의존도 역대 최저…AI·전장으로 거래선 확장","title_en":"Samsung Electro-Mechanics cuts reliance on Samsung Electronics, expands to AI/auto","excerpt":"삼성전자 관련 매출 3조원대, 비중 ~29%(2021)→다변화.","excerpt_en":"Samsung-related revenue ~KRW 3tn, ~29% (2021), now diversifying."},{"stance":"mentions","publisher":"DART 전자공시 (금융감독원)","publisher_en":"DART (FSS Electronic Disclosure)","kind":"filing","lang":"ko","published_at":"2026-03-10","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260310003071","title":"삼성전기 사업보고서 (2025.12)","title_en":"Samsung Electro-Mechanics business report (2025.12)","excerpt":"삼성전기 사업보고서: 패키지솔루션(FC-BGA)·컴포넌트(MLCC) 부문. FY2025 매출 11.3조.","excerpt_en":"Samsung Electro-Mechanics business report: Package Solutions (FC-BGA) and Components (MLCC). FY2025 revenue ₩11.3T."},{"stance":"confirms","publisher":"디일렉","publisher_en":"The Elec","kind":"news","lang":"ko","published_at":"2026-01-31","url":"https://www.thelec.kr/news/articleView.html?idxno=51302","title":"삼성전기, MLCC·AI 서버용 기판 수요 급증…\"올해도 수급 빡빡\"","title_en":"Samsung Electro-Mechanics: surging demand for MLCC and AI-server substrates","excerpt":"삼성전기가 NVIDIA·AMD·구글·아마존·애플에 이어 브로드컴까지 FC-BGA 고객으로 확보, AI 가속기 기판 공급.","excerpt_en":"Samsung Electro-Mechanics added Broadcom to FC-BGA customers (after NVIDIA, AMD, Google, Amazon, Apple), supplying AI-accelerator substrates."},{"stance":"confirms","publisher":"IB토마토","publisher_en":"IB Tomato","kind":"news","lang":"ko","published_at":"2025-09-01","url":"https://www.ibtomato.com/ExternalView.aspx?type=1&no=16017","title":"삼성전기 MLCC, 글로벌 만년 2위(무라타 다음)…AI·전장 투자 확대","title_en":"Samsung Electro-Mechanics MLCC, world No.2 after Murata","excerpt":"MLCC 세계 2위(무라타 ~40% 다음 ~25%). 2024 MLCC 매출 4.46조원.","excerpt_en":"World No.2 in MLCC (~25%, after Murata ~40%); 2024 MLCC revenue KRW 4.46tn."}]},{"direction":"revenue","counterparty":"NVIDIA","counterparty_slug":"nvidia","confidence":"high","metric":null,"note":"AI 가속기용 FC-BGA 기판 공급.","note_en":"Supplies FC-BGA substrates for AI accelerators.","sources":[{"stance":"mentions","publisher":"DART 전자공시 (금융감독원)","publisher_en":"DART (FSS Electronic Disclosure)","kind":"filing","lang":"ko","published_at":"2026-03-10","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260310003071","title":"삼성전기 사업보고서 (2025.12)","title_en":"Samsung Electro-Mechanics business report (2025.12)","excerpt":"삼성전기 사업보고서: 패키지솔루션(FC-BGA)·컴포넌트(MLCC) 부문. FY2025 매출 11.3조.","excerpt_en":"Samsung Electro-Mechanics business report: Package Solutions (FC-BGA) and Components (MLCC). FY2025 revenue ₩11.3T."},{"stance":"confirms","publisher":"디일렉","publisher_en":"The Elec","kind":"news","lang":"ko","published_at":"2026-01-31","url":"https://www.thelec.kr/news/articleView.html?idxno=51302","title":"삼성전기, MLCC·AI 서버용 기판 수요 급증…\"올해도 수급 빡빡\"","title_en":"Samsung Electro-Mechanics: surging demand for MLCC and AI-server substrates","excerpt":"삼성전기가 NVIDIA·AMD·구글·아마존·애플에 이어 브로드컴까지 FC-BGA 고객으로 확보, AI 가속기 기판 공급.","excerpt_en":"Samsung Electro-Mechanics added Broadcom to FC-BGA customers (after NVIDIA, AMD, Google, Amazon, Apple), supplying AI-accelerator substrates."}]},{"direction":"revenue","counterparty":"AMD","counterparty_slug":"amd","confidence":"high","metric":null,"note":"AI 가속기(MI 시리즈)용 FC-BGA 기판 공급.","note_en":"Supplies FC-BGA substrates for AI accelerators (MI series).","sources":[{"stance":"mentions","publisher":"DART 전자공시 (금융감독원)","publisher_en":"DART (FSS Electronic Disclosure)","kind":"filing","lang":"ko","published_at":"2026-03-10","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260310003071","title":"삼성전기 사업보고서 (2025.12)","title_en":"Samsung Electro-Mechanics business report (2025.12)","excerpt":"삼성전기 사업보고서: 패키지솔루션(FC-BGA)·컴포넌트(MLCC) 부문. FY2025 매출 11.3조.","excerpt_en":"Samsung Electro-Mechanics business report: Package Solutions (FC-BGA) and Components (MLCC). FY2025 revenue ₩11.3T."},{"stance":"confirms","publisher":"디일렉","publisher_en":"The Elec","kind":"news","lang":"ko","published_at":"2026-01-31","url":"https://www.thelec.kr/news/articleView.html?idxno=51302","title":"삼성전기, MLCC·AI 서버용 기판 수요 급증…\"올해도 수급 빡빡\"","title_en":"Samsung Electro-Mechanics: surging demand for MLCC and AI-server substrates","excerpt":"삼성전기가 NVIDIA·AMD·구글·아마존·애플에 이어 브로드컴까지 FC-BGA 고객으로 확보, AI 가속기 기판 공급.","excerpt_en":"Samsung Electro-Mechanics added Broadcom to FC-BGA customers (after NVIDIA, AMD, Google, Amazon, Apple), supplying AI-accelerator substrates."}]},{"direction":"revenue","counterparty":"Broadcom","counterparty_slug":"broadcom","confidence":"mid","metric":null,"note":"2026 하반기부터 첨단 AI 가속기용 FC-BGA 신규 공급.","note_en":"New FC-BGA supply for advanced AI accelerators from 2H 2026.","sources":[{"stance":"mentions","publisher":"DART 전자공시 (금융감독원)","publisher_en":"DART (FSS Electronic Disclosure)","kind":"filing","lang":"ko","published_at":"2026-03-10","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260310003071","title":"삼성전기 사업보고서 (2025.12)","title_en":"Samsung Electro-Mechanics business report (2025.12)","excerpt":"삼성전기 사업보고서: 패키지솔루션(FC-BGA)·컴포넌트(MLCC) 부문. FY2025 매출 11.3조.","excerpt_en":"Samsung Electro-Mechanics business report: Package Solutions (FC-BGA) and Components (MLCC). FY2025 revenue ₩11.3T."},{"stance":"confirms","publisher":"디일렉","publisher_en":"The Elec","kind":"news","lang":"ko","published_at":"2026-01-31","url":"https://www.thelec.kr/news/articleView.html?idxno=51302","title":"삼성전기, MLCC·AI 서버용 기판 수요 급증…\"올해도 수급 빡빡\"","title_en":"Samsung Electro-Mechanics: surging demand for MLCC and AI-server substrates","excerpt":"삼성전기가 NVIDIA·AMD·구글·아마존·애플에 이어 브로드컴까지 FC-BGA 고객으로 확보, AI 가속기 기판 공급.","excerpt_en":"Samsung Electro-Mechanics added Broadcom to FC-BGA customers (after NVIDIA, AMD, Google, Amazon, Apple), supplying AI-accelerator substrates."}]},{"direction":"revenue","counterparty":"Apple","counterparty_slug":"apple","confidence":"mid","metric":null,"note":"MLCC·기판 등 부품 공급.","note_en":"Supplies MLCC, substrates and other parts.","sources":[{"stance":"mentions","publisher":"DART 전자공시 (금융감독원)","publisher_en":"DART (FSS Electronic Disclosure)","kind":"filing","lang":"ko","published_at":"2026-03-10","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260310003071","title":"삼성전기 사업보고서 (2025.12)","title_en":"Samsung Electro-Mechanics business report (2025.12)","excerpt":"삼성전기 사업보고서: 패키지솔루션(FC-BGA)·컴포넌트(MLCC) 부문. FY2025 매출 11.3조.","excerpt_en":"Samsung Electro-Mechanics business report: Package Solutions (FC-BGA) and Components (MLCC). FY2025 revenue ₩11.3T."},{"stance":"confirms","publisher":"디일렉","publisher_en":"The Elec","kind":"news","lang":"ko","published_at":"2026-01-31","url":"https://www.thelec.kr/news/articleView.html?idxno=51302","title":"삼성전기, MLCC·AI 서버용 기판 수요 급증…\"올해도 수급 빡빡\"","title_en":"Samsung Electro-Mechanics: surging demand for MLCC and AI-server substrates","excerpt":"삼성전기가 NVIDIA·AMD·구글·아마존·애플에 이어 브로드컴까지 FC-BGA 고객으로 확보, AI 가속기 기판 공급.","excerpt_en":"Samsung Electro-Mechanics added Broadcom to FC-BGA customers (after NVIDIA, AMD, Google, Amazon, Apple), supplying AI-accelerator substrates."}]},{"direction":"revenue","counterparty":"Marvell","counterparty_slug":"marvell","confidence":"mid","metric":null,"note":"AI 가속기용 실리콘 커패시터 공급.","note_en":"Supplies silicon capacitors for AI accelerators.","sources":[{"stance":"mentions","publisher":"DART 전자공시 (금융감독원)","publisher_en":"DART (FSS Electronic Disclosure)","kind":"filing","lang":"ko","published_at":"2026-03-10","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260310003071","title":"삼성전기 사업보고서 (2025.12)","title_en":"Samsung Electro-Mechanics business report (2025.12)","excerpt":"삼성전기 사업보고서: 패키지솔루션(FC-BGA)·컴포넌트(MLCC) 부문. FY2025 매출 11.3조.","excerpt_en":"Samsung Electro-Mechanics business report: Package Solutions (FC-BGA) and Components (MLCC). FY2025 revenue ₩11.3T."},{"stance":"confirms","publisher":"디일렉","publisher_en":"The Elec","kind":"news","lang":"ko","published_at":"2026-01-31","url":"https://www.thelec.kr/news/articleView.html?idxno=51302","title":"삼성전기, MLCC·AI 서버용 기판 수요 급증…\"올해도 수급 빡빡\"","title_en":"Samsung Electro-Mechanics: surging demand for MLCC and AI-server substrates","excerpt":"삼성전기가 NVIDIA·AMD·구글·아마존·애플에 이어 브로드컴까지 FC-BGA 고객으로 확보, AI 가속기 기판 공급.","excerpt_en":"Samsung Electro-Mechanics added Broadcom to FC-BGA customers (after NVIDIA, AMD, Google, Amazon, Apple), supplying AI-accelerator substrates."}]},{"direction":"revenue","counterparty":"앰코테크놀로지","counterparty_slug":"amkor","confidence":"mid","metric":null,"note":"앰코 등 OSAT·패키징사에 패키지 기판 공급.","note_en":"Supplies package substrates to OSATs and packaging houses such as Amkor.","sources":[{"stance":"mentions","publisher":"앰코테크놀로지 IR","publisher_en":"Amkor Technology IR","kind":"ir","lang":"en","published_at":null,"url":"https://ir.amkor.com/news-releases/news-release-details/amkor-technology-breaks-ground-new-semiconductor-advanced","title":"앰코, 애리조나 $7B 패키징 캠퍼스 착공 (애플 최대고객)","title_en":"Amkor breaks ground on $7B Arizona packaging campus (Apple largest customer)","excerpt":"앰코가 후공정 장비·기판을 매입하는 고객.","excerpt_en":"Amkor is a customer buying back-end equipment and substrates."}]},{"direction":"revenue","counterparty":"ASE테크놀로지","counterparty_slug":"ase","confidence":"mid","metric":null,"note":"ASE 등 OSAT·패키징사에 패키지 기판 공급.","note_en":"Supplies package substrates to OSATs such as ASE.","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-04-01","url":"https://www.sec.gov/Archives/edgar/data/0001122411/000119312526135585/d50802d20f.htm","title":"ASE Technology FY2025 Form 20-F","title_en":"ASE Technology FY2025 Form 20-F","excerpt":"ASE가 패키지 기판을 조달.","excerpt_en":"ASE sources package substrates."}]},{"direction":"cost","counterparty":"소재 공급사 (구리박·세라믹분말)","counterparty_slug":null,"confidence":"low","metric":null,"note":"FC-BGA·MLCC용 원소재 매입(구리박·세라믹 분말 등). 공급사명 비공개.","note_en":"Buys raw materials for FC-BGA and MLCC (copper foil, ceramic powder, etc.). Suppliers not disclosed.","sources":[{"stance":"mentions","publisher":"DART 전자공시 (금융감독원)","publisher_en":"DART (FSS Electronic Disclosure)","kind":"filing","lang":"ko","published_at":"2026-03-10","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260310003071","title":"삼성전기 사업보고서 (2025.12)","title_en":"Samsung Electro-Mechanics business report (2025.12)","excerpt":"삼성전기 사업보고서: 주요 원재료(세라믹 분말·구리박 등) 매입.","excerpt_en":"Samsung Electro-Mechanics business report: purchases of key raw materials (ceramic powder, copper foil, etc.)."}]},{"direction":"cost","counterparty":"MLCC 적층·소성 장비 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"MLCC 적층·소성·전극 장비 투자(비공개).","note_en":"Invests in MLCC stacking, sintering and electrode equipment (undisclosed).","sources":[{"stance":"mentions","publisher":"IB토마토","publisher_en":"IB Tomato","kind":"news","lang":"ko","published_at":"2025-09-01","url":"https://www.ibtomato.com/ExternalView.aspx?type=1&no=16017","title":"삼성전기 MLCC, 글로벌 만년 2위(무라타 다음)…AI·전장 투자 확대","title_en":"Samsung Electro-Mechanics MLCC, world No.2 after Murata","excerpt":"MLCC 설비투자 확대.","excerpt_en":"Expanding MLCC capex."}]}]}