{"slug":"stmicroelectronics","name":"ST마이크로일렉트로닉스","name_en":"STMicroelectronics","ticker":"STM","updated_at":"2026-07-12T05:29:24.513378+00:00","canonical":"https://valuechain.wiki/stmicroelectronics","same_as":["https://finance.yahoo.com/quote/STM","https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=932787"],"citable":"밸류체인 그래프 기준 ST마이크로일렉트로닉스의 직접 연결 기업은 7곳(관계 기준 공급 4·매출 3)이고, 사슬을 2차까지 넓히면 21곳에 닿는다. 링크의 근거 출처는 15건이며 그중 1차공시가 8건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, STMicroelectronics is directly linked to 7 companies (4 supply, 3 revenue relationships) and reaches 21 companies within two hops; the links are backed by 15 dated sources, 8 of them primary filings (as of 2026-07-12).","kicker":"아날로그·SiC 전력 반도체","kicker_en":"Analog and SiC power semiconductors","lead":"STMicroelectronics는 SiC(실리콘카바이드) 전력반도체 세계 1위(점유율 ~33%, 자동차 SiC 50%+)이자 아날로그·MCU·센서 강자로, 애플에 ToF·이미지 센서를, 스페이스X 스타링크 단말에 프로세서·RF를 공급한다. 자동차 전동화의 핵심 부품인 SiC를 쥐고 있으나 SiC 웨이퍼는 울프스피드 등에 의존하고, EV·산업 수요 둔화로 2024년 급락(-50%) 뒤 2026년 반등(+176%)한 사이클 노출이 크다. 프랑스·이탈리아 정부가 지주사로 27.5%를 보유한다.","lead_en":"STMicroelectronics is the world No.1 in SiC (silicon-carbide) power semiconductors (~33% share; 50%+ of automotive SiC) and a leader in analog, MCU and sensors, supplying ToF/image sensors to Apple and processors/RF to SpaceX Starlink terminals. It holds SiC, a key component of vehicle electrification, but depends on Wolfspeed and others for SiC wafers, and its heavy cycle exposure showed in a -50% drop in 2024 and a +176% rebound in 2026. The French and Italian governments hold 27.5% via a holding company.","segments":{"fy":2025,"parts":[{"desc":"SiC 전력반도체 세계 1위(~33%, 차량 SiC 50%+) + 아날로그·MCU·센서 — 애플 ToF, 스페이스X 스타링크 단말 공급. SiC 웨이퍼는 울프스피드 등 의존.","name":"아날로그·SiC 전력 반도체"}],"total":"118억 달러 (2025, -11.1%)","source":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=STM&type=20-F","concentration":"아날로그·SiC 전력 반도체."},"segments_en":{"fy":2025,"parts":[{"desc":"World No.1 in SiC power (~33%, 50%+ of automotive SiC) plus analog, MCU and sensors — supplying Apple ToF and SpaceX Starlink terminals; SiC wafers depend on Wolfspeed and others.","name":"Analog and SiC power semiconductors"}],"total":"$11.8bn (FY2025, -11.1%)","concentration":"Analog and SiC power semiconductors."},"returns_yearly":{"2021":32.4,"2022":-26.8,"2023":41.7,"2024":-49.7,"2025":5.3,"2026":176.6},"return_asof":"2026-07-10","value_chain":{"leading":[{"slug":"garmin","name":"가민","name_en":"Garmin","tier":3,"returns_yearly":{"2021":15.9,"2022":-30.2,"2023":43.1,"2024":63.3,"2025":-0.1,"2026":20.8}},{"slug":"lockheed-martin","name":"Lockheed Martin","name_en":"Lockheed Martin","tier":3,"returns_yearly":{"2021":3.2,"2022":40.5,"2023":-4.3,"2024":10,"2025":2.5,"2026":9.5}},{"slug":"rtx","name":"RTX","name_en":"RTX","tier":3,"returns_yearly":{"2021":23.3,"2022":20,"2023":-14.4,"2024":40.8,"2025":61.4,"2026":7.6}},{"slug":"l3harris","name":"L3해리스","name_en":"L3Harris","tier":3,"returns_yearly":{"2021":15,"2022":-0.5,"2023":3.7,"2024":1.9,"2025":42.3,"2026":-0.2}},{"slug":"iridium","name":"이리듐","name_en":"Iridium Communications","tier":2,"returns_yearly":{"2021":5,"2022":24.5,"2023":-19.1,"2024":-28.1,"2025":-38.5,"2026":190.7}},{"slug":"satellogic","name":"새틀로직","name_en":"Satellogic","tier":2,"returns_yearly":{"2022":-68.6,"2023":-42.6,"2024":62.9,"2025":-34.4,"2026":142.8}},{"slug":"viasat","name":"바이어샛","name_en":"Viasat","tier":2,"returns_yearly":{"2021":36.4,"2022":-28.9,"2023":-11.7,"2024":-69.6,"2025":304.9,"2026":113.5}},{"slug":"blacksky","name":"블랙스카이","name_en":"BlackSky Technology","tier":2,"returns_yearly":{"2021":-57.1,"2022":-65.7,"2023":-9.1,"2024":-3.7,"2025":73.8,"2026":33.4}},{"slug":"planet-labs","name":"플래닛랩스","name_en":"Planet Labs","tier":2,"returns_yearly":{"2022":-29.3,"2023":-43.2,"2024":63.6,"2025":388.1,"2026":32.1}},{"slug":"globalstar","name":"글로벌스타","name_en":"Globalstar","tier":2,"returns_yearly":{"2021":241.2,"2022":14.7,"2023":45.9,"2024":6.7,"2025":96.6,"2026":31.2}},{"slug":"deere-company","name":"디어 앤 컴퍼니","name_en":"Deere & Company","tier":2,"returns_yearly":{"2021":28.9,"2022":26.6,"2023":-5.5,"2024":7.6,"2025":11.4,"2026":26.7}},{"slug":"geely-auto","name":"지리자동차","name_en":"Geely Auto","tier":2,"returns_yearly":{"2021":-40.8,"2022":-22.9,"2023":-40.3,"2024":98.5,"2025":14.5,"2026":18.9}},{"slug":"ses","name":"SES","name_en":"SES S.A.","tier":2,"returns_yearly":{"2021":2.8,"2022":10.6,"2023":-13,"2024":-36,"2025":141.5,"2026":15.8}},{"slug":"firefly-aerospace","name":"파이어플라이 에어로스페이스","name_en":"Firefly Aerospace","tier":2,"returns_yearly":{"2026":7.7}},{"slug":"eutelsat","name":"유텔샛","name_en":"Eutelsat Group","tier":2,"returns_yearly":{"2021":17.8,"2022":-30.7,"2023":-51.8,"2024":-48.9,"2025":32.1,"2026":3.2}},{"slug":"intuitive-machines","name":"인튜이티브 머신스","name_en":"Intuitive Machines","tier":2,"returns_yearly":{"2022":3.7,"2023":-74.4,"2024":610.8,"2025":-10.6,"2026":-0.6}},{"slug":"northrop-grumman","name":"노스럽 그러먼","name_en":"Northrop Grumman","tier":2,"returns_yearly":{"2021":29.3,"2022":43,"2023":-12.8,"2024":1.9,"2025":23.6,"2026":-4.6}},{"slug":"sidus-space","name":"사이더스 스페이스","name_en":"Sidus Space","tier":2,"returns_yearly":{"2023":-91.9,"2024":-44.4,"2025":-35.9,"2026":-31.2}},{"slug":"apple","name":"Apple","name_en":"Apple","tier":1,"returns_yearly":{"2021":34.6,"2022":-26.4,"2023":49,"2024":30.7,"2025":9.1,"2026":16.2}},{"slug":"spacex","name":"스페이스X","name_en":"SpaceX","tier":1,"returns_yearly":{"2026":0.7}},{"slug":"mobileye","name":"Mobileye","name_en":"Mobileye","tier":1,"returns_yearly":{"2023":23.6,"2024":-54,"2025":-47.6,"2026":-8.5}}],"benefiting":[{"slug":"cohu","name":"코후","name_en":"Cohu","tier":1,"returns_yearly":{"2021":-0.2,"2022":-15.9,"2023":10.4,"2024":-24.6,"2025":-12.8,"2026":141.4}},{"slug":"wolfspeed","name":"울프스피드","name_en":"Wolfspeed","tier":1,"returns_yearly":{"2026":102.7}},{"slug":"cadence","name":"Cadence Design Systems","name_en":"Cadence Design Systems","tier":1,"returns_yearly":{"2021":36.6,"2022":-13.8,"2023":69.6,"2024":10.3,"2025":4,"2026":22.9}},{"slug":"synopsys","name":"Synopsys","name_en":"Synopsys","tier":1,"returns_yearly":{"2021":42.1,"2022":-13.4,"2023":61.3,"2024":-5.7,"2025":-3.2,"2026":-5.2}}],"analysis":"ST의 논점은 '자동차 전동화의 SiC 1위, 그러나 사이클에 크게 흔들리는 종목'이다. SiC 전력반도체 세계 1위(~33%, 차량 SiC 50%+)로 EV·산업 전동화의 핵심 부품을 쥐지만, 그만큼 EV·산업 수요 둔화가 실적을 직격해 2024년 -50% 급락 뒤 2026년 +176% 반등의 큰 진폭을 보였다. 아날로그·MCU·센서(애플 ToF, 스페이스X 스타링크 단말)로 매출을 다변화하나, SiC 웨이퍼를 울프스피드 등에 의존하고 모빌아이 EyeQ 위탁 등 전방 자동차 사이클에 연동된다. 관전 포인트는 EV·산업 재고 정상화와 SiC 수요 회복 속도다.","analysis_en":"ST's thesis is 'the No.1 in SiC for vehicle electrification, but a stock that swings hard with the cycle.' As the world No.1 in SiC power (~33%, 50%+ of automotive SiC) it holds a key part of EV/industrial electrification, but softening EV/industrial demand hits results directly, showing a wide swing — a -50% drop in 2024 and a +176% rebound in 2026. It diversifies via analog, MCU and sensors (Apple ToF, SpaceX Starlink terminals), yet depends on Wolfspeed and others for SiC wafers and is tied to the downstream auto cycle (e.g., manufacturing Mobileye's EyeQ). What to watch is the normalization of EV/industrial inventory and the pace of SiC-demand recovery.","analysis_asof":"2026-07-09"},"edges":[{"direction":"revenue","counterparty":"Apple","counterparty_slug":"apple","confidence":"high","metric":{"type":"share","unit":"%","basis":"SiC 전력반도체 세계 점유율","value":32.6,"period":"2023","basis_en":"global SiC power share"},"note":"Apple에 ToF·이미지 센서 공급.","note_en":"Supplies ToF and image sensors to Apple.","sources":[{"stance":"confirms","publisher":"SEC 6-K 실적","publisher_en":"SEC 6-K results","kind":"filing","lang":"en","published_at":"2026-01-29","url":"https://www.sec.gov/Archives/edgar/data/932787/000094787125000920/ss5503021_6k.htm","title":"SEC 6-K 실적 — stmicroelectronics 실적","title_en":"SEC 6-K results — stmicroelectronics results","excerpt":"2025 매출 $118억(-11.1%)","excerpt_en":"FY2025 revenue $11.8bn (-11.1%)"},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-01","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=STM&type=20-F","title":"STMicroelectronics 20-F","title_en":"STMicroelectronics Form 20-F","excerpt":"Apple에 ToF·이미지 센서 공급.","excerpt_en":"Supplies ToF and image sensors to Apple."},{"stance":"confirms","publisher":"지디넷코리아","publisher_en":"ZDNet Korea","kind":"news","lang":"ko","published_at":"2025-01-01","url":"https://zdnet.co.kr/view/?no=20240627154505","title":"ST, 전기차 SiC 1위 자신감","title_en":"ST confident as No.1 in EV SiC","excerpt":"Apple에 ToF·이미지 센서 공급.","excerpt_en":"Supplies ToF and image sensors to Apple."}]},{"direction":"investor","counterparty":"프랑스·이탈리아 정부 (STMicro Holding)","counterparty_slug":null,"confidence":"high","metric":null,"note":"프랑스·이탈리아 정부가 지주사 통해 27.5% 보유.","note_en":"French and Italian governments hold 27.5% via a holding company.","sources":[{"stance":"confirms","publisher":"로이터 (야후 파이낸스)","publisher_en":"Reuters (via Yahoo Finance)","kind":"news","lang":"en","published_at":"2025-10-23","url":"https://finance.yahoo.com/news/stmicro-names-italian-board-members-085623069.html","title":"ST마이크로, 이탈리아 측 신임 이사 선임으로 로마와의 갈등 완화","title_en":"STMicro names new Italian board members, defusing tension with Rome","excerpt":"The group, in which the French and Italian governments indirectly own a combined 27.5% stake, has been at the centre of tensions with Rome.","excerpt_en":"The group, in which the French and Italian governments indirectly own a combined 27.5% stake, has been at the centre of tensions with Rome."},{"stance":"confirms","publisher":"미국 증권거래위원회 (SEC EDGAR)","publisher_en":"U.S. Securities and Exchange Commission (EDGAR)","kind":"filing","lang":"en","published_at":"2024-02-14","url":"https://www.sec.gov/Archives/edgar/data/932787/000110465924023345/tm246190d1_ex99-1.htm","title":"ST마이크로일렉트로닉스 SC 13G/A 첨부문서 — 주요 주주(ST Holding 구조)","title_en":"STMicroelectronics SC 13G/A Exhibit — Principal Shareholders (ST Holding structure)","excerpt":"As of December 31, 2023, Bpifrance Participations S.A., on the one hand, and the Italian Ministry of the Economy and Finance, on the other hand, each directly held 50% in ST Holding ... each indirectly hold 125,352,377 of the Company's common shares, representing approximately 13.9% of its issued share capital.","excerpt_en":"As of December 31, 2023, Bpifrance Participations S.A. and the Italian Ministry of the Economy and Finance each directly held 50% in ST Holding, each indirectly holding 125,352,377 common shares, approximately 13.9% of issued share capital (about 27.5-27.8% combined)."}]},{"direction":"cost","counterparty":"코후(테스트 핸들러·컨택터)","counterparty_slug":"cohu","confidence":"high","metric":{"fy":2023,"supplier":"Cohu"},"note":"반도체 후공정 테스트에 코후의 테스트 핸들러·컨택터·인터페이스를 사용한다 — STM은 코후 10-K가 실명한 유일한 >10% 고객(2023년 12%)이었다. 차량·산업 IDM으로서 테스트 장비·컨슈머블 조달이 후공정 수율·가동의 축이다.","note_en":"Uses Cohu's test handlers, contactors and interfaces in back-end test — STM was the only >10% customer named in Cohu's 10-K (12% in 2023). As an automotive/industrial IDM, its procurement of test equipment and consumables anchors back-end yield and utilization.","sources":[{"stance":"confirms","publisher":"Cohu Inc (SEC 10-K)","publisher_en":"Cohu Inc (SEC 10-K)","kind":"filing","lang":"en","published_at":"2026-02-17","url":"https://www.sec.gov/Archives/edgar/data/21535/000143774926004339/cohu20251227_10k.htm","title":"Cohu 10-K (FY2025)","title_en":"Cohu Inc — Form 10-K (FY2025)","excerpt":"Cohu 10-K names STMicroelectronics as its only >10% customer (12.0% of net sales in 2023).","excerpt_en":"Cohu 10-K: STMicroelectronics only >10% customer (12% in 2023)."}]},{"direction":"revenue","counterparty":"스페이스X","counterparty_slug":"spacex","confidence":"mid","metric":{"type":"supply_volume","unit":"million terminals","as_of":"2021-08-06","basis":"스타링크 단말 생산(보도 기준)","value":1,"period":"2020~","basis_en":"Starlink terminal production (as reported)"},"note":"스페이스X 스타링크 사용자 단말의 프로세서(Catson SoC)·RF 프런트엔드·보안칩을 제조·공급한다. 단말 100만 대 생산 계약이 보도된 바 있다.","note_en":"Supplies the processor (Catson SoC), RF front-end and secure element of SpaceX Starlink user terminals; a 1-million-terminal production agreement has been reported.","sources":[{"stance":"confirms","publisher":"KU Leuven COSIC","publisher_en":"KU Leuven COSIC","kind":"research","lang":"en","published_at":"2022-01-01","url":"https://www.esat.kuleuven.be/cosic/blog/dumping-and-extracting-the-spacex-starlink-user-terminal-firmware/","title":"Dumping and extracting the SpaceX Starlink User Terminal firmware","title_en":"Dumping and extracting the SpaceX Starlink User Terminal firmware","excerpt":"The user terminal contains a STMicroelectronics STSAFE secure element, and the processor is a Quad-Core Cortex-A53 within the Catson SoC manufactured by STMicroelectronics.","excerpt_en":"The user terminal contains a STMicroelectronics STSAFE secure element, and the processor is a Quad-Core Cortex-A53 within the Catson SoC manufactured by STMicroelectronics."},{"stance":"confirms","publisher":"Wccftech","publisher_en":"Wccftech","kind":"news","lang":"en","published_at":"2021-08-06","url":"https://wccftech.com/starlink-user-terminal-apple-supplier-teardown/","title":"Starlink User Terminals Use Same Supplier As Apple's iPhone Shows Teardown","title_en":"Starlink User Terminals Use Same Supplier As Apple's iPhone Shows Teardown","excerpt":"SpaceX had signed an agreement with STMicroelectronics to manufacture the user terminals, and the production agreement specifies 1 million terminals... The terminals have their own application processor and radio front end units - both of which have been manufactured by STMicroelectronics.","excerpt_en":"SpaceX had signed an agreement with STMicroelectronics to manufacture the user terminals, and the production agreement specifies 1 million terminals... both of which have been manufactured by STMicroelectronics."}]},{"direction":"cost","counterparty":"울프스피드","counterparty_slug":"wolfspeed","confidence":"mid","metric":null,"note":"과거 울프스피드에서 SiC 웨이퍼를 일부 조달했으나, ST는 카타니아 200mm SiC 캠퍼스로 자체 내재화를 확대 중이라 외부 조달 비중이 축소 — 울프스피드 의존도·현행 계약 상태는 불명확하다.","note_en":"Purchases SiC wafers and materials from Wolfspeed.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-01","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=STM&type=20-F","title":"STMicroelectronics 20-F","title_en":"STMicroelectronics Form 20-F","excerpt":"울프스피드에서 SiC 웨이퍼 매입.","excerpt_en":"Buys SiC wafers from Wolfspeed."},{"stance":"confirms","publisher":"지디넷코리아","publisher_en":"ZDNet Korea","kind":"news","lang":"ko","published_at":"2025-01-01","url":"https://zdnet.co.kr/view/?no=20240627154505","title":"ST, 전기차 SiC 1위 자신감","title_en":"ST confident as No.1 in EV SiC","excerpt":"울프스피드에서 SiC 웨이퍼 매입.","excerpt_en":"Buys SiC wafers from Wolfspeed."},{"stance":"confirms","publisher":"e4ds news","publisher_en":"e4ds","kind":"news","lang":"ko","published_at":"2025-01-01","url":"https://www.e4ds.com/sub_view.asp?ch=11&t=0&idx=18312","title":"인피니언·울프스피드 SiC 웨이퍼 공급계약 연장","title_en":"Infineon and Wolfspeed extend SiC wafer supply","excerpt":"울프스피드에서 SiC 웨이퍼·소재 매입.","excerpt_en":"Buys SiC wafers and materials from Wolfspeed."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-08-01","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=WOLF&type=10-K","title":"Wolfspeed 10-K","title_en":"Wolfspeed Form 10-K","excerpt":"울프스피드에서 SiC 웨이퍼·소재 매입.","excerpt_en":"Buys SiC wafers and materials from Wolfspeed."}]},{"direction":"revenue","counterparty":"자동차·산업 OEM (비공개)","counterparty_slug":null,"confidence":"mid","metric":null,"note":"ToF·이미지 센서을(를) 자동차·산업 OEM에 공급.","note_en":"Supplies ToF and image sensors to automotive and industrial OEMs.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-01","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=STM&type=20-F","title":"STMicroelectronics 20-F","title_en":"STMicroelectronics Form 20-F","excerpt":"ToF·이미지 센서을(를) 자동차·산업 OEM에 공급.","excerpt_en":"Supplies ToF and image sensors to automotive and industrial OEM."}]},{"direction":"cost","counterparty":"Synopsys","counterparty_slug":"synopsys","confidence":"mid","metric":null,"note":"Synopsys EDA 툴·IP 라이선스 지급.","note_en":"Pays for synopsys EDA tools and IP licenses.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-22","url":"https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm","title":"Synopsys FY2025 연차보고서(10-K)","title_en":"Synopsys FY2025 annual report (10-K)","excerpt":"ST마이크로일렉트로닉스가 Synopsys EDA 툴·IP 라이선스로 칩 설계.","excerpt_en":"stmicroelectronics designs chips on synopsys EDA tools and IP."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2025-09-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 프라이머: 과점·고객·ASIC하우스","title_en":"EDA Market Primer","excerpt":"ST마이크로일렉트로닉스가 Synopsys EDA 툴·IP 라이선스로 칩 설계.","excerpt_en":"stmicroelectronics designs chips on synopsys EDA tools and IP."}]},{"direction":"cost","counterparty":"Cadence Design 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