{"slug":"smc","name":"SMC Corporation","name_en":"SMC Corporation","ticker":"6273.T","updated_at":"2026-07-12T04:52:37.428175+00:00","canonical":"https://valuechain.wiki/smc","citable":"밸류체인 그래프 기준 SMC Corporation의 직접 연결 기업은 1곳(관계 기준 공급 0·매출 1)이고, 사슬을 2차까지 넓히면 13곳에 닿는다. 링크의 근거 출처는 6건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, SMC Corporation is directly linked to 1 companies (0 supply, 1 revenue relationships) and reaches 13 companies within two hops; the links are backed by 6 dated sources, 2 of them primary filings (as of 2026-07-12).","kicker":"공압기기 세계 1위(실린더·밸브)","kicker_en":"No.1 in pneumatics (cylinders, valves)","lead":"공압 실린더·밸브 등 자동제어기기를 만드는 일본 부품 기업으로, 공압기기 세계 점유율 약 38%로 1위다. 2026년 3월기 매출 8,425억 엔, 영업이익률 22.6%. 매출의 약 30%가 반도체·전기 관련이고, 칠러·고진공 밸브 같은 비공압 제품으로 반도체 팹·장비 수요를 파고든다. 자동차·EV, 공작기계, 식품·의료 자동화로 매출처를 넓힌다. 원가는 알루미늄·수지·전자부품과 에너지·인건비가 좌우한다.","lead_en":"A Japanese component maker of pneumatic cylinders, valves and other automatic-control equipment, and the global No.1 in pneumatics with about a 38% share. In the year ended March 2026 it posted ¥842.5B in sales at a 22.6% operating margin. Roughly 30% of sales tie to semiconductor and electrical industries, and it pushes deeper into fabs and chip-tool makers with non-pneumatic products such as chillers and high-vacuum valves. It widens its customer base across automotive/EV, machine tools, and food and medical automation. Its costs turn on aluminum, resins and electronic parts plus energy and labor.","segments":{"parts":[{"desc":"세계 1위(~38%) 본업 — 자동화·인력난·에너지절감 수요에 연동되는 안정 축","name":"공압기기(실린더·밸브·FRL)"},{"desc":"칠러·고진공 밸브·전동 액추에이터로 반도체 팹·장비 수요(매출 ~30%)를 겨냥하는 성장 축","name":"비공압(칠러·전동 액추에이터·센서)"}],"total":"¥8,425억 (FY2025, 2026.3기)","concentration":"공압 세계 1위 ~38%. 반도체·전기 매출 ~30%."},"segments_en":{"parts":[{"desc":"The No.1 (~38%) core — a stable axis tied to automation, labor-shortage and energy-saving demand","name":"Pneumatics (cylinders/valves/FRL)"},{"desc":"The growth axis targeting fab/chip-tool demand (~30% of sales) via chillers, high-vacuum valves and electric actuators","name":"Non-pneumatic (chillers/electric actuators/sensors)"}],"total":"¥842.5B (FY2025, ended Mar 2026)","concentration":"No.1 pneumatics ~38%; semi+electric ~30%."},"returns_yearly":{"2021":0.9,"2022":4.5,"2023":28.6,"2024":-28,"2025":4.2,"2026":26.6},"return_asof":"2026-07-10","value_chain":{"leading":[{"slug":"dell","name":"Dell","name_en":"Dell Technologies","tier":3,"returns_yearly":{"2021":51.2,"2022":-26.6,"2023":95.9,"2024":53,"2025":11.2,"2026":248.1}},{"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":"lenovo","name":"Lenovo","name_en":"Lenovo","tier":3,"returns_yearly":{"2021":-4.6,"2022":-20.9,"2023":36.2,"2024":18.2,"2025":-0.6,"2026":175.7}},{"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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Semiconductor","tier":2,"returns_yearly":{"2021":53.7,"2022":8.9,"2023":-29.4,"2024":68.8,"2025":128,"2026":89.7}},{"slug":"texas-instruments","name":"텍사스인스트루먼트","name_en":"Texas Instruments","tier":2,"returns_yearly":{"2021":17.5,"2022":-9.9,"2023":6.4,"2024":13.1,"2025":-4.5,"2026":81.6}},{"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":"onsemi","name":"onsemi","name_en":"onsemi","tier":2,"returns_yearly":{"2021":107.5,"2022":-8.2,"2023":33.9,"2024":-24.5,"2025":-14.1,"2026":77.2}},{"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":"applied-materials","name":"어플라이드 머티어리얼즈","name_en":"Applied Materials","tier":1,"returns_yearly":{"2021":83.6,"2022":-37.5,"2023":68,"2024":1.1,"2025":59.6,"2026":135}}],"benefiting":[],"analysis":"공압 실린더·밸브에서 세계 1위(점유 ~38%)를 쥔 일본 자동제어기기 과점 기업으로, 매출이 반도체·자동차·일반산업으로 분산돼 특정 전방 리스크가 낮다. 성장 논지는 두 축 — 인력난발 자동화·에너지절감 수요가 공압 본업을 받치고, 칠러·고진공 밸브 같은 비공압 제품으로 반도체 팹·장비 수요(매출 ~30%)를 파고든다. 눌림 요인은 공격적 설비투자에 따른 감가상각·인건비로, 영업이익률이 24.0%→22.6%로 밀렸다. 그래프 파급은 어플라이드 등 장비 빌더와 반도체·자동차 캐펙스가 SMC 부품 수요로 전이되는 경로다.","analysis_en":"An oligopoly maker of automatic-control equipment, No.1 in pneumatic cylinders and valves (~38% share), with revenue spread across semiconductors, autos and general industry, lowering single-end risk. The thesis has two axes — labor-shortage-driven automation and energy-saving demand underpin the pneumatics core, while non-pneumatic products like chillers and high-vacuum valves push into fab and chip-tool demand (~30% of sales). The drag is depreciation and labor from aggressive capex, which pushed the operating margin from 24.0% to 22.6%. In graph terms, equipment builders like Applied Materials and semiconductor/auto capex transmit into SMC component demand.","analysis_asof":"2026-07-10"},"edges":[{"direction":"cost","counterparty":"에너지·인건비·감가상각 (제조원가)","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"억엔","as_of":"2026-03","value":1502,"period":"설비투자(2026.3기)"},"note":"공격적 설비투자에 따른 감가상각과 인건비, 원가율 상승이 영업이익률을 24.0%→22.6%로 압박. 2026.3기 설비투자 1,502억 엔.","note_en":"Depreciation from aggressive capex, personnel costs and a higher cost ratio squeezed the operating margin from 24.0% to 22.6%; FY-ended-Mar-2026 capex was ¥150.3B.","sources":[{"stance":"confirms","publisher":"SMC Corporation / 도쿄증권거래소","publisher_en":"SMC Corporation / TSE","kind":"filing","lang":"ja","published_at":"2026-05-14","url":"https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260514/20260513531421.pdf","title":"SMC(주) 2026년 3월기 연결 결산실적 (참고 영문번역)","title_en":"SMC Corporation Consolidated Financial Results for the Fiscal Year Ended March 31, 2026 (Reference Translation)","excerpt":"영업이익은 원가율·인건비·감가상각 증가로 전기와 같은 수준에 머물렀다(영업이익률 22.6%).","excerpt_en":"Operating profit remained at the same level as the previous fiscal year due to the increase in cost ratio, personnel expenses, and depreciation (22.6% margin)."},{"stance":"confirms","publisher":"BigGo Finance","publisher_en":"BigGo Finance","kind":"news","lang":"en","published_at":"2026-05-14","url":"https://finance.biggo.com/news/JP_6273.T_2026-05-14","title":"SMC FY2025 실적: 매출 8,425억 엔, 반도체 수요 회복 견인","title_en":"SMC FY2025 Earnings: Revenue ¥842.5B, Driven by Semiconductor Demand Recovery","excerpt":"매출 8,425억 엔(+6.4%)에도 영업이익은 거의 제자리, 영업이익률은 24.0%→22.6%로 하락.","excerpt_en":"Revenue rose to ¥842.5B (+6.4%) but operating profit was flat and the margin slipped from 24.0% to 22.6%."}]},{"direction":"revenue","counterparty":"반도체·FPD 장비 (공압·정밀칠러·고진공밸브)","counterparty_slug":null,"confidence":"high","metric":{"type":"share","unit":"%","as_of":"2026-03","value":30,"period":"반도체+전기 매출비중"},"note":"반도체·전기(FPD·가전) 산업이 매출의 약 30%. 공압에 더해 칠러·고진공 밸브 등 비공압 제품으로 반도체 팹·장비 수요를 겨냥.","note_en":"Semiconductor and electrical (FPD, appliances) industries make up ~30% of sales; beyond pneumatics, chillers and high-vacuum valves target fab and chip-tool demand.","sources":[{"stance":"confirms","publisher":"SMC Corporation / 도쿄증권거래소","publisher_en":"SMC Corporation / TSE","kind":"filing","lang":"ja","published_at":"2026-05-14","url":"https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260514/20260513531421.pdf","title":"SMC(주) 2026년 3월기 연결 결산실적 (참고 영문번역)","title_en":"SMC Corporation Consolidated Financial Results for the Fiscal Year Ended March 31, 2026 (Reference Translation)","excerpt":"반도체·전기기계 관련 산업에서 그레이터차이나의 가전·FPD 등 디지털기기 수요가 견조했고, 반도체 관련 수요가 하반기 일본·북미·한국에서 회복됐다.","excerpt_en":"In the semiconductor and electrical machinery-related industries, demand centered on digital device-related industries such as home appliances and flat panel displays remained solid in Greater China, and demand for the semiconductor-related industry recovered in Japan, North America, and South Korea in the latter half of the fiscal year."},{"stance":"mentions","publisher":"Smartkarma","publisher_en":"Smartkarma","kind":"research","lang":"en","published_at":"2026-02-06","url":"https://www.smartkarma.com/home/newswire/earnings-alerts/smc-corp-6273-earnings-3q-operating-income-meets-estimates-with-strong-performance-in-key-regions/","title":"SMC(6273) 실적: 지역별 강세로 3Q 영업이익 컨센 부합","title_en":"SMC Corp (6273) Earnings: 3Q Operating Income Meets Estimates, Strong Regional Performance","excerpt":"애널리스트 리서치 — 지역별 강세로 SMC 3분기 영업이익이 컨센서스에 부합. 반도체 수요 회복이 실적을 견인.","excerpt_en":"Analyst research — regional strength put SMC's Q3 operating profit in line with consensus; a semiconductor-demand recovery drives results."},{"stance":"confirms","publisher":"SMC Corporation","publisher_en":"SMC Corporation","kind":"filing","lang":"ja","published_at":"2025-05-14","url":"https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20250514/20250514551170.pdf","title":"SMC(주) 결산설명회 자료 (2025년 3월기)","title_en":"SMC Corporation Presentation of Financial Results for the Year Ended March 31, 2025","excerpt":"산업별 매출비중(누계): 반도체 19% + 전기 11% = 약 30%.","excerpt_en":"Ratio of sales by industry (cumulative): Semiconductor 19% + Electric 11% = ~30%."},{"stance":"confirms","publisher":"디일렉(THE ELEC)","publisher_en":"THE ELEC","kind":"news","lang":"ko","published_at":"2024-11-18","url":"https://www.thelec.kr/news/articleView.html?idxno=32789","title":"[Y인사이트] 산업 자동화의 핵심, SMC코리아의 자동화 부품 혁신","title_en":"SMC Korea's automation-component innovation (THE ELEC interview)","excerpt":"현재 15~20% 수준인 비공압 제품군(칠러·고진공 밸브 등) 매출 비중을 40%까지 확대하는 것이 목표이며, 대부분 반도체 산업과 연관된다.","excerpt_en":"The goal is to lift the non-pneumatic lineup (chillers, high-vacuum valves) from today's 15-20% of sales toward 40%, most of it tied to the semiconductor industry."}]},{"direction":"revenue","counterparty":"자동차·EV (공압·전동 액추에이터)","counterparty_slug":null,"confidence":"high","metric":{"type":"share","unit":"%","as_of":"2025-03","value":17,"period":"자동차 매출비중"},"note":"자동차 산업이 매출의 약 17%. 그레이터차이나 EV 수요는 견조하나 북미·일본·유럽 설비투자는 지연.","note_en":"The automotive industry is ~17% of sales; Greater China EV demand held up while North America, Japan and Europe capex stayed on hold.","sources":[{"stance":"confirms","publisher":"SMC Corporation / 도쿄증권거래소","publisher_en":"SMC Corporation / TSE","kind":"filing","lang":"ja","published_at":"2026-05-14","url":"https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260514/20260513531421.pdf","title":"SMC(주) 2026년 3월기 연결 결산실적 (참고 영문번역)","title_en":"SMC Corporation Consolidated Financial Results for the Fiscal Year Ended March 31, 2026 (Reference Translation)","excerpt":"자동차 관련 산업에서 그레이터차이나의 EV 수요는 견조했으나 북미·일본·유럽의 설비투자는 억제됐다.","excerpt_en":"In the automotive-related industry, although EV-related demand was resilient in Greater China, capital investments continued to hold back in North America, Japan and Europe."},{"stance":"confirms","publisher":"SMC Corporation","publisher_en":"SMC Corporation","kind":"filing","lang":"ja","published_at":"2025-05-14","url":"https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20250514/20250514551170.pdf","title":"SMC(주) 결산설명회 자료 (2025년 3월기)","title_en":"SMC Corporation Presentation of Financial Results for the Year Ended March 31, 2025","excerpt":"산업별 매출비중(누계) 자동차 17%. 자동차용 매출은 일본·독일 중심으로 약 80억 엔 감소.","excerpt_en":"Ratio of sales by industry (cumulative): Automobile 17%; auto sales fell ~¥8B, mainly in Japan and Germany."}]},{"direction":"investment","counterparty":"생산능력·글로벌 설비 투자 (신공장 capex·자사주 매입)","counterparty_slug":null,"confidence":"high","metric":{"opm_pct":22.6,"capex_jpy_bn":150.2,"buyback_jpy_bn":50},"note":"SMC의 정의적 자본배분은 수요에 앞선 공격적 캐파 투자다 — 2026.3기 설비투자 약 1,502억엔을 글로벌 신공장·자동화에 선제 투입해 감가상각·인건비로 영업이익률을 24.0%→22.6%로 눌렀다. 동시에 최대 500억엔(80만주, 2027.3까지) 자사주 매입으로 주주환원을 병행한다 — 성장 캐파와 자본효율의 균형이 관전 포인트이고, 세계 1위 점유(~38%)는 이 선행 투자의 규모에서 나온다.","note_en":"SMC's defining capital allocation is aggressive capacity investment ahead of demand — FY2026 capex of ~JPY 150.2bn front-loaded into global new plants and automation pressed the operating margin from 24.0% to 22.6% via depreciation and labor. Alongside it runs a share buyback of up to JPY 50bn (800k shares, through March 2027) for shareholder return — the balance of growth capacity and capital efficiency is the watch item, and its world-No.1 share (~38%) flows from the scale of this forward investment.","sources":[{"stance":"confirms","publisher":"TipRanks","publisher_en":"TipRanks","kind":"news","lang":"en","published_at":"2026-07-01","url":"https://www.theglobeandmail.com/investing/markets/markets-news/Tipranks/3109777/smc-advances-share-buyback-program-on-tokyo-market/","title":"SMC, 도쿄시장 자사주 매입 프로그램 진행(최대 500억엔·80만주)","title_en":"SMC advances share buyback program on Tokyo market (up to JPY 50bn / 800k shares)","excerpt":"SMC, 최대 500억엔(80만주) 자사주 매입 프로그램 진행(2027.3까지) — 캐파 투자와 병행한 주주환원.","excerpt_en":"SMC advancing a buyback of up to JPY 50bn (800k shares) through March 2027 — shareholder return alongside capacity investment."},{"stance":"confirms","publisher":"SMC Corporation / 도쿄증권거래소","publisher_en":"SMC Corporation / TSE","kind":"filing","lang":"ja","published_at":"2026-05-14","url":"https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260514/20260513531421.pdf","title":"SMC(주) 2026년 3월기 연결 결산실적 (참고 영문번역)","title_en":"SMC Corporation Consolidated Financial Results for the Fiscal Year Ended March 31, 2026 (Reference Translation)","excerpt":"2026.3기 설비투자 약 1,502억엔 — 공격적 캐파 투자에 따른 감가상각·인건비로 영업이익률 24.0%→22.6%.","excerpt_en":"FY2026 capex ~JPY 150.2bn — depreciation and labor from aggressive capacity investment moved the operating margin from 24.0% to 22.6%."}]},{"direction":"revenue","counterparty":"Applied Materials","counterparty_slug":"applied-materials","confidence":"high","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"세계 1위 반도체 장비사 어플라이드 머티어리얼즈 등 SPE 메이커에 공압·정밀온조 부품 공급(장비 빌더 고객).","note_en":"Supplies pneumatic and precise temperature-control components to semiconductor-equipment makers including world No.1 Applied Materials (machine-builder customer).","sources":[{"stance":"confirms","publisher":"SMC Corporation","publisher_en":"SMC Corporation","kind":"filing","lang":"ja","published_at":"2025-05-14","url":"https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20250514/20250514551170.pdf","title":"SMC(주) 결산설명회 자료 (2025년 3월기)","title_en":"SMC Corporation Presentation of Financial Results for the Year Ended March 31, 2025","excerpt":"세계 1위 반도체 제조장비 업체 어플라이드 머티어리얼즈가 SMC를 (우수 공급사로) 표창했다.","excerpt_en":"Applied Materials, the world's No.1 manufacturer of semiconductor manufacturing equipment, presented SMC (a supplier award)."},{"stance":"confirms","publisher":"디일렉(THE ELEC)","publisher_en":"THE ELEC","kind":"news","lang":"ko","published_at":"2024-11-18","url":"https://www.thelec.kr/news/articleView.html?idxno=32789","title":"[Y인사이트] 산업 자동화의 핵심, SMC코리아의 자동화 부품 혁신","title_en":"SMC Korea's automation-component innovation (THE ELEC interview)","excerpt":"SMC 칠러는 TSMC를 비롯 인텔·마이크론 같은 글로벌 반도체 제조사에서 대량 사용 중이다(팹·장비 양쪽 고객).","excerpt_en":"SMC chillers are used in volume by global chipmakers including TSMC, Intel and Micron (customers on both the fab and equipment sides)."}]},{"direction":"revenue","counterparty":"일반산업·공작기계·식품·의료 (자동화·에너지절감)","counterparty_slug":null,"confidence":"mid","metric":{"type":"share","unit":"%","as_of":"2025-03","value":23,"period":"공작기계+식품+의료 합산"},"note":"공작기계(약 10%)·식품(7%)·의료(6%) 등 일반산업 자동화. 인력난에 따른 자동화·에너지절감 수요로 확장.","note_en":"General-industry automation across machine tools (~10%), food (7%) and medical (6%); expanding on automation and energy-saving demand amid labor shortages.","sources":[{"stance":"confirms","publisher":"SMC Corporation / 도쿄증권거래소","publisher_en":"SMC Corporation / TSE","kind":"filing","lang":"ja","published_at":"2026-05-14","url":"https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260514/20260513531421.pdf","title":"SMC(주) 2026년 3월기 연결 결산실적 (참고 영문번역)","title_en":"SMC Corporation Consolidated Financial Results for the Fiscal Year Ended March 31, 2026 (Reference Translation)","excerpt":"공작기계 관련 산업은 그레이터차이나·일본 중심으로 강세. 향후 자동화·성력화 수요로 공작기계·식품·의료 수요 증가를 전망.","excerpt_en":"Machine tool-related industry showed strength mainly in Greater China and Japan; going forward, machine-tool, food-machinery and medical demand is expected to rise on automation and labor-saving."},{"stance":"confirms","publisher":"SMC Corporation","publisher_en":"SMC Corporation","kind":"filing","lang":"ja","published_at":"2025-05-14","url":"https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20250514/20250514551170.pdf","title":"SMC(주) 결산설명회 자료 (2025년 3월기)","title_en":"SMC Corporation Presentation of Financial Results for the Year Ended March 31, 2025","excerpt":"산업별 매출비중(누계): 공작기계 10%, 식품 7%, 의료 6%.","excerpt_en":"Ratio of sales by industry (cumulative): Machine tools 10%, Food 7%, Medical 6%."}]},{"direction":"cost","counterparty":"알루미늄·금속 (실린더·밸브 바디)","counterparty_slug":null,"confidence":"mid","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"실린더·밸브 바디의 주소재인 알루미늄·금속 등 원재료. 원재료·저장품 재고는 2,750억 엔 규모.","note_en":"Aluminum and metals are the core materials for cylinder and valve bodies; raw materials and supplies inventory stands at ~¥275B.","sources":[{"stance":"confirms","publisher":"SMC Corporation / 도쿄증권거래소","publisher_en":"SMC Corporation / TSE","kind":"filing","lang":"ja","published_at":"2026-05-14","url":"https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260514/20260513531421.pdf","title":"SMC(주) 2026년 3월기 연결 결산실적 (참고 영문번역)","title_en":"SMC Corporation Consolidated Financial Results for the Fiscal Year Ended March 31, 2026 (Reference Translation)","excerpt":"연결 재무상태표상 원재료·저장품(Raw materials and supplies) 2,749억 엔. 원가율 상승이 영업이익 정체 요인.","excerpt_en":"Consolidated balance sheet shows Raw materials and supplies of ¥274,989M; a higher cost ratio held operating profit flat."},{"stance":"confirms","publisher":"디일렉(THE ELEC)","publisher_en":"THE ELEC","kind":"news","lang":"ko","published_at":"2024-11-18","url":"https://www.thelec.kr/news/articleView.html?idxno=32789","title":"[Y인사이트] 산업 자동화의 핵심, SMC코리아의 자동화 부품 혁신","title_en":"SMC Korea's automation-component innovation (THE ELEC interview)","excerpt":"약 2,800종 제품군을 바탕으로 80여만 가지 제품을 공급 — 광범위한 금속 가공·소재 조달 기반.","excerpt_en":"About 2,800 product families underpin 800,000+ products, resting on broad metal-machining and materials procurement."}]},{"direction":"cost","counterparty":"수지·전자부품 (전동 액추에이터·센서)","counterparty_slug":null,"confidence":"mid","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"전동 액추에이터·센서·칠러 등 비공압 제품에 들어가는 수지·전자부품. 비공압 비중 확대로 조달 비중 상승.","note_en":"Resins and electronic components go into non-pneumatic products such as electric actuators, sensors and chillers; procurement weight rises as the non-pneumatic mix grows.","sources":[{"stance":"confirms","publisher":"SMC Corporation","publisher_en":"SMC Corporation","kind":"filing","lang":"ja","published_at":"2025-05-14","url":"https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20250514/20250514551170.pdf","title":"SMC(주) 결산설명회 자료 (2025년 3월기)","title_en":"SMC Corporation Presentation of Financial Results for the Year Ended March 31, 2025","excerpt":"전동 액추에이터 등 비공압·에너지절감 제품 판매 확대를 성장축으로 제시.","excerpt_en":"Presents expanded sales of non-pneumatic and energy-saving products such as electric actuators as a growth axis."},{"stance":"confirms","publisher":"디일렉(THE ELEC)","publisher_en":"THE ELEC","kind":"news","lang":"ko","published_at":"2024-11-18","url":"https://www.thelec.kr/news/articleView.html?idxno=32789","title":"[Y인사이트] 산업 자동화의 핵심, SMC코리아의 자동화 부품 혁신","title_en":"SMC Korea's automation-component innovation (THE ELEC interview)","excerpt":"비공압 제품(칠러·전동 액추에이터·센서·밸브)군을 15~20%에서 40%까지 확대 — 전자·수지 부품 조달 증가.","excerpt_en":"Expanding the non-pneumatic lineup (chillers, electric actuators, sensors, valves) from 15-20% toward 40% raises sourcing of electronic and resin parts."}]}]}