{"slug":"sumitomo-chemical","name":"스미토모화학","name_en":"Sumitomo Chemical","ticker":"4005.T","updated_at":"2026-07-12T03:54:59.471+00:00","canonical":"https://valuechain.wiki/sumitomo-chemical","citable":"밸류체인 그래프 기준 스미토모화학의 직접 연결 기업은 2곳(관계 기준 공급 0·매출 2)이고, 사슬을 2차까지 넓히면 8곳에 닿는다. 링크의 근거 출처는 6건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Sumitomo Chemical is directly linked to 2 companies (0 supply, 2 revenue relationships) and reaches 8 companies within two hops; the links are backed by 6 dated sources, 2 of them primary filings (as of 2026-07-12).","kicker":"종합화학 · 반도체 소재 (닛케이 225)","kicker_en":"Diversified chemicals, semiconductor materials (Nikkei 225)","lead":"석유화학부터 반도체 소재, 농업, 의약까지 아우르는 일본의 종합 화학기업이다. 2024년 10월 사업부문을 에센셜·그린 머티리얼즈, ICT·모빌리티 솔루션, 애그로·라이프 솔루션, 어드밴스드 메디컬, 스미토모파마의 5개로 재편했다. FY2024(2025년 3월 결산) 매출은 2조6,063억엔, 코어영업이익 1,405억엔이었다. 반도체용 포토레지스트에서 i-line부터 EUV까지 풀라인업을 갖췄고, 선단 EUV 레지스트는 수량 기준 20% 점유를 목표로 한다. 자회사 동우화인켐을 통한 편광필름에서도 닛토덴코와 함께 시장을 이끈다.","lead_en":"A Japanese diversified chemical maker spanning petrochemicals, semiconductor materials, agriculture, and pharmaceuticals. In October 2024 it reorganized into five segments: Essential & Green Materials, ICT & Mobility Solutions, Agro & Life Solutions, Advanced Medical Solutions, and Sumitomo Pharma. FY2024 (ended March 2025) sales revenue was 2,606.3 billion yen with core operating income of 140.5 billion yen. Its semiconductor photoresist lineup runs from i-line to EUV, and it targets a 20 percent volume share in cutting-edge EUV resists. Through its Korean subsidiary Dongwoo Fine-Chem it also co-leads the polarizing film market alongside Nitto Denko.","segments":{"parts":[{"name":"에센셜·그린 머티리얼즈 (석유화학·기초화학) ¥8,990억"},{"name":"ICT·모빌리티 솔루션 (반도체 소재·EUV 레지스트·편광필름) ¥6,070억"},{"name":"애그로·라이프 솔루션 (작물보호·바이오농약) ¥5,402억"},{"name":"스미토모파마 (의약) ¥3,980억"},{"name":"어드밴스드 메디컬 (진단·재생의료) ¥621억"}],"total":"약 ¥2.61조 (FY2024, 5개 부문)"},"segments_en":{"parts":[{"name":"Essential & Green Materials (petrochemicals, base chemicals) ¥899.0bn"},{"name":"ICT & Mobility Solutions (semiconductor materials, EUV resist, polarizing film) ¥607.0bn"},{"name":"Agro & Life Solutions (crop protection, biorationals) ¥540.2bn"},{"name":"Sumitomo Pharma (pharmaceuticals) ¥398.0bn"},{"name":"Advanced Medical Solutions (diagnostics, regenerative medicine) ¥62.1bn"}],"total":"~¥2.61T (FY2024, five segments)"},"returns_yearly":{"2021":19.6,"2022":-9.1,"2023":-27.7,"2024":-2.2,"2025":43.9,"2026":16},"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":"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":"nebius","name":"Nebius","name_en":"Nebius Group","tier":3,"returns_yearly":{"2025":202.2,"2026":162.4}},{"slug":"hpe","name":"HPE","name_en":"Hewlett Packard 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5개 부문으로 재편한 뒤 반도체 소재와 바이오농약을 성장축으로 세웠다. 반도체 포토레지스트에서 i-line부터 EUV까지 풀라인업을 갖추고 선단 EUV 레지스트 수량 20% 점유를 목표로 하며, 일본 카스가데(마더플랜트)·한국 익산 2거점으로 삼성전자·SK하이닉스 등 한국 고객에 공급한다. 실적의 축은 ICT·모빌리티(반도체·편광필름, FY2024 6,070억엔)와 애그로·라이프(5,402억엔)이고, 최대 매출 부문인 에센셜·그린 머티리얼즈(8,990억엔)는 나프타·전력 등 에너지 원가에 마진이 눌려 지바 에틸렌 철수 등 구조조정 중이다. 그래프상 하류는 반도체·디스플레이 고객이고 상류는 나프타·에너지로, 소재 성장과 석유화학 구조조정이 동시에 진행된다.","analysis_en":"A Japanese diversified chemical maker spanning petrochemicals, semiconductor materials, agriculture and pharma that, after an October 2024 reorganization into five segments, has set semiconductor materials and biorational pesticides as its growth axes. It offers a full photoresist lineup from i-line to EUV, targets a 20% volume share in cutting-edge EUV resist, and supplies Korean customers like Samsung and SK hynix from two sites — Kasugade (mother plant) in Japan and Iksan in Korea. Earnings pivot on ICT & Mobility (semiconductors, polarizing film; FY2024 ¥607.0bn) and Agro & Life (¥540.2bn), while the largest segment, Essential & Green Materials (¥899.0bn), has margins pressured by naphtha and power costs and is being restructured (e.g. exiting Chiba ethylene). Downstream on the graph are semiconductor and display customers; upstream are naphtha and energy — materials growth and petrochemical restructuring running in parallel.","analysis_asof":"2026-07-10"},"edges":[{"direction":"revenue","counterparty":"농업·작물보호 고객 (Agro & Life)","counterparty_slug":null,"confidence":"high","metric":{"type":"segment_revenue","unit":"엔","as_of":"2025-05-14","basis":"IFRS 세그먼트 매출","value":540200000000,"period":"FY2024","basis_en":"IFRS segment revenue"},"note":"애그로·라이프 솔루션 부문(FY2024 매출 5,402억엔, 코어영업이익 550억엔)에서 작물보호제·비료·바이오농약(생물농약)을 글로벌 농업 고객에 공급. 반도체와 함께 회사의 주요 성장축.","note_en":"The Agro & Life Solutions segment (FY2024 revenue ¥540.2bn, core operating income ¥55.0bn) sells crop protection, fertilizers, and biorational (biological) pesticides to global agricultural customers. A key growth pillar alongside semiconductors.","sources":[{"stance":"mentions","publisher":"BigGo Finance","publisher_en":"BigGo Finance","kind":"research","lang":"en","published_at":"2026-05-14","url":"https://finance.biggo.com/news/JP_4005.T_2026-05-14","title":"스미토모화학 FY2025 실적: 반도체·바이오농약이 이끈 코어영업이익 2,084억엔","title_en":"Sumitomo Chemical FY2025: core operating profit ¥208.4bn led by semiconductors and biopesticides","excerpt":"FY2026 성장은 반도체와 바이오농약이 견인.","excerpt_en":"FY2026 growth is driven by semiconductors and biopesticides."},{"stance":"confirms","publisher":"스미토모화학","publisher_en":"Sumitomo Chemical","kind":"filing","lang":"en","published_at":"2025-05-14","url":"https://www.sumitomo-chem.co.jp/english/news/files/docs/20250514_1e.pdf","title":"FY2024 연결 재무실적 주요 수치","title_en":"Key Figures of Consolidated Financial Results for FY2024","excerpt":"애그로·라이프 솔루션 FY2024 매출 5,402억엔(전년比 +246억엔), 코어영업이익 550억엔.","excerpt_en":"Agro & Life Solutions FY2024 sales revenue ¥540.2bn (up ¥24.6bn YoY), core operating income ¥55.0bn."}]},{"direction":"revenue","counterparty":"반도체 제조사 (EUV·ArF 레지스트)","counterparty_slug":null,"confidence":"high","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"반도체 포토레지스트에서 i-line부터 EUV까지 풀라인업 공급. 선단 EUV 레지스트 수량 기준 20% 점유 목표, 백엔드(후공정) 소재에서 FY2030 이후 전체 반도체 소재 매출의 10% 창출 목표. 일본 카스가데(마더플랜트)·한국 익산 2거점 공급체계. 반도체 소재 누적 설비투자 약 1,000억엔, ICT·모빌리티 부문 2030년 코어영업이익 1,000억엔 목표.","note_en":"Supplies semiconductor photoresists across the full range from i-line to EUV. Targets a 20 percent volume share in cutting-edge EUV resists and aims for back-end (post-process) materials to generate 10 percent of total semiconductor-material sales after FY2030. Two-site supply system: Kasugade (mother plant) in Japan and Iksan in South Korea. Cumulative semiconductor-materials capex is about 100 billion yen, and it targets 100 billion yen core operating profit in ICT & Mobility Solutions by 2030.","sources":[{"stance":"confirms","publisher":"Sumitomo Chemical","publisher_en":"Sumitomo Chemical","kind":"ir","lang":"en","published_at":"2026-04-09","url":"https://www.sumitomo-chem.co.jp/english/news/detail/20260409e.html","title":"스미토모화학, 오사카에 첨단 포토레지스트 기술센터 신설","title_en":"Sumitomo Chemical to build a new photoresist technology center at Osaka","excerpt":"New facility integrating photoresist process technology, quality evaluation and analysis for EUV and ArF photoresists at Osaka Works, completing by end of fiscal 2027.","excerpt_en":"New Osaka EUV/ArF photoresist center by FY2027."},{"stance":"confirms","publisher":"스미토모화학","publisher_en":"Sumitomo Chemical","kind":"filing","lang":"en","published_at":"2025-09-30","url":"https://www.sumitomo-chem.co.jp/english/ir/library/annual_report/files/docs/scr2025e_18.pdf","title":"통합보고서 2025 — 스미토모화학의 반도체 관련 사업","title_en":"Integrated Report 2025 — Sumitomo Chemical's Semiconductor-Related Business","excerpt":"선단 레지스트 수량 기준 20% 점유 목표. 일본·한국 2거점 공급체계 구축(카스가데: 마더플랜트, 한국 익산: 한국 고객 공급거점). 백엔드 소재에서 FY2030 이후 반도체 소재 매출의 10% 창출 목표.","excerpt_en":"Target market share: 20% share by volume in cutting-edge resist. Established a two-site supply system in Japan and S.Korea (Kasugade: mother plant; South Korea/Iksan: supply site for Korean customers). We aim to generate 10% of total semiconductor material sales after FY2030."},{"stance":"confirms","publisher":"스미토모화학","publisher_en":"Sumitomo Chemical","kind":"filing","lang":"en","published_at":"2025-05-14","url":"https://www.sumitomo-chem.co.jp/english/news/files/docs/20250514_1e.pdf","title":"FY2024 연결 재무실적 주요 수치","title_en":"Key Figures of Consolidated Financial Results for FY2024","excerpt":"ICT·모빌리티 솔루션 부문 FY2024 매출 6,070억엔(전년比 +196억엔). 반도체·디스플레이 소재 출하 증가.","excerpt_en":"ICT & Mobility Solutions FY2024 sales revenue ¥607.0bn (up ¥19.6bn YoY), on higher shipments of semiconductor and display materials."},{"stance":"confirms","publisher":"아주경제","publisher_en":"Ajunews","kind":"news","lang":"ko","published_at":"2025-02-26","url":"https://www.ajunews.com/view/20250226093702165","title":"日 스미토모화학, 한국서 반도체 소재 포토레지스트 생산…4800억원 투자","title_en":"Japan's Sumitomo Chemical to produce semiconductor photoresist in Korea, KRW 480bn investment","excerpt":"스미토모화학은 한국(익산)과 일본에 약 300억엔, 오사카 설비에 약 200억엔 등 총 500억엔을 투자해 EUV·ArF 포토레지스트 개발·생산 역량을 강화한다.","excerpt_en":"Sumitomo Chemical will invest about ¥30bn in Korea (Iksan) and Japan plus about ¥20bn at Osaka, totaling ¥50bn, to strengthen EUV and ArF photoresist development and production."}]},{"direction":"revenue","counterparty":"디스플레이 패널 제조사 (편광필름·OLED)","counterparty_slug":null,"confidence":"high","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"자회사 동우화인켐을 통해 편광필름·터치센서 패널·컬러레지스트를 디스플레이 패널 업체에 공급. OLED용 원형편광판 시장은 스미토모화학과 닛토덴코가 양강. ICT·모빌리티 솔루션 부문.","note_en":"Through its subsidiary Dongwoo Fine-Chem it supplies polarizing films, touch-sensor panels, and color resists to display panel makers. Sumitomo Chemical and Nitto Denko lead the OLED circular-polarizer market. Part of the ICT & Mobility Solutions segment.","sources":[{"stance":"confirms","publisher":"스미토모화학","publisher_en":"Sumitomo Chemical","kind":"filing","lang":"en","published_at":"2025-09-30","url":"https://www.sumitomo-chem.co.jp/english/ir/library/annual_report/files/docs/scr2025e_18.pdf","title":"통합보고서 2025 — 스미토모화학의 반도체 관련 사업","title_en":"Integrated Report 2025 — Sumitomo Chemical's Semiconductor-Related Business","excerpt":"편광재 등 디스플레이 관련 소재 출하 증가.","excerpt_en":"Shipments of display-related materials such as polarizers increased."},{"stance":"confirms","publisher":"스미토모화학","publisher_en":"Sumitomo Chemical","kind":"filing","lang":"en","published_at":"2025-05-14","url":"https://www.sumitomo-chem.co.jp/english/news/files/docs/20250514_1e.pdf","title":"FY2024 연결 재무실적 주요 수치","title_en":"Key Figures of Consolidated Financial Results for FY2024","excerpt":"ICT·모빌리티 솔루션 FY2024 매출 6,070억엔에 디스플레이 소재 포함.","excerpt_en":"ICT & Mobility Solutions FY2024 revenue of ¥607.0bn includes display materials."}]},{"direction":"cost","counterparty":"나프타·석유화학 원료","counterparty_slug":null,"confidence":"high","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"에센셜·그린 머티리얼즈 부문(FY2024 매출 8,990억엔)의 석유화학 제품 원가는 나프타 등 화석 원료에 좌우. 일본에서 프로필렌은 주로 나프타로 생산되며, 스미토모화학은 지바 에틸렌 철수 등 구조조정과 에탄올→프로필렌 그린 공정(2030년대 초 상용화 목표)으로 원료 전환을 추진.","note_en":"Feedstock cost for the Essential & Green Materials segment (FY2024 revenue ¥899.0bn) is driven by fossil inputs such as naphtha. In Japan propylene is mainly produced from naphtha; Sumitomo Chemical is rationalizing (e.g., withdrawing from Chiba ethylene) and developing an ethanol-to-propylene green process targeted for commercialization in the early 2030s.","sources":[{"stance":"confirms","publisher":"스미토모화학","publisher_en":"Sumitomo Chemical","kind":"ir","lang":"en","published_at":"2025-08-20","url":"https://www.sumitomo-chem.co.jp/english/news/detail/20250820e.html","title":"스미토모화학, 에탄올 직접전환 프로필렌 공정 스케일업 달성","title_en":"Sumitomo Chemical Achieves Scale-Up of Its Process for Producing Propylene Directly from Ethanol","excerpt":"현재 일본에서 프로필렌은 주로 화석자원인 나프타로 생산된다. 자사 공정으로 에탄올에서 프로필렌을 직접 생산해 원료를 전환하고 생산비를 낮추는 것을 목표로 2030년대 초 상용화를 추진.","excerpt_en":"Currently, in Japan, propylene is mainly produced from naphtha, a fossil resource. Sumitomo Chemical aims to switch feedstock and cut production costs by producing propylene directly from ethanol, targeting commercialization in the early 2030s."},{"stance":"confirms","publisher":"스미토모화학","publisher_en":"Sumitomo Chemical","kind":"filing","lang":"en","published_at":"2025-05-14","url":"https://www.sumitomo-chem.co.jp/english/news/files/docs/20250514_1e.pdf","title":"FY2024 연결 재무실적 주요 수치","title_en":"Key Figures of Consolidated Financial Results for FY2024","excerpt":"에센셜·그린 머티리얼즈 부문 FY2024 매출 8,990억엔으로 최대 매출 부문.","excerpt_en":"Essential & Green Materials is the largest segment at ¥899.0bn FY2024 sales revenue."}]},{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"mid","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"한국 익산 공장이 한국 반도체 고객에 EUV·ArF 포토레지스트, 고순도 화학, 백엔드 소재를 공급. 공식 통합보고서는 익산을 '한국 고객 공급거점'으로 명시하며, 삼성전자 파운드리·메모리가 핵심 대상으로 추정.","note_en":"The Iksan plant in Korea supplies Korean semiconductor customers with EUV/ArF photoresists, high-purity chemicals, and back-end materials. The official integrated report names Iksan as the supply site for Korean customers, with Samsung Electronics foundry and memory as a principal target.","sources":[{"stance":"confirms","publisher":"스미토모화학","publisher_en":"Sumitomo Chemical","kind":"filing","lang":"en","published_at":"2025-09-30","url":"https://www.sumitomo-chem.co.jp/english/ir/library/annual_report/files/docs/scr2025e_18.pdf","title":"통합보고서 2025 — 스미토모화학의 반도체 관련 사업","title_en":"Integrated Report 2025 — Sumitomo Chemical's Semiconductor-Related Business","excerpt":"한국 익산: 한국 고객 공급거점, 안정 공급.","excerpt_en":"South Korea (Iksan): supply site for Korean customers; stable supply."},{"stance":"mentions","publisher":"아주경제","publisher_en":"Ajunews","kind":"news","lang":"ko","published_at":"2025-02-26","url":"https://www.ajunews.com/view/20250226093702165","title":"日 스미토모화학, 한국서 반도체 소재 포토레지스트 생산…4800억원 투자","title_en":"Japan's Sumitomo Chemical to produce semiconductor photoresist in Korea, KRW 480bn investment","excerpt":"한국 반도체 수요 증가에 대응해 익산에서 포토레지스트를 현지 생산.","excerpt_en":"Local photoresist production at Iksan responds to rising Korean semiconductor demand."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"mid","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"한국 익산 공장을 통한 EUV·ArF 포토레지스트 및 백엔드(첨단 패키징) 소재 공급 대상에 SK하이닉스 메모리 라인이 포함되는 것으로 추정. 공식 리포트는 '한국 고객'으로 표기.","note_en":"SK hynix memory lines are an inferred target of EUV/ArF photoresist and back-end (advanced packaging) material supply via the Iksan plant. The official report labels these Korean customers.","sources":[{"stance":"confirms","publisher":"스미토모화학","publisher_en":"Sumitomo Chemical","kind":"filing","lang":"en","published_at":"2025-09-30","url":"https://www.sumitomo-chem.co.jp/english/ir/library/annual_report/files/docs/scr2025e_18.pdf","title":"통합보고서 2025 — 스미토모화학의 반도체 관련 사업","title_en":"Integrated Report 2025 — Sumitomo Chemical's Semiconductor-Related Business","excerpt":"한국 익산: 한국 고객 공급거점, 안정 공급.","excerpt_en":"South Korea (Iksan): supply site for Korean customers; stable supply."}]},{"direction":"cost","counterparty":"에너지 (전력·연료)","counterparty_slug":null,"confidence":"mid","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"대규모 석유화학·기초화학 생산은 에너지 집약적이어서 전력·연료비가 원가 변동의 핵심 요인. 유가·전력 단가 상승 시 마진 압박.","note_en":"Large-scale petrochemical and base-chemical production is energy-intensive, so electricity and fuel costs are a key swing factor in the cost base; higher oil and power prices pressure margins.","sources":[{"stance":"mentions","publisher":"스미토모화학","publisher_en":"Sumitomo Chemical","kind":"filing","lang":"en","published_at":"2025-05-14","url":"https://www.sumitomo-chem.co.jp/english/news/files/docs/20250514_1e.pdf","title":"FY2024 연결 재무실적 주요 수치","title_en":"Key Figures of Consolidated Financial Results for FY2024","excerpt":"구조개혁으로 실적 개선을 추진하는 가운데 에너지·원료 비용이 손익에 영향.","excerpt_en":"Amid structural reforms to improve performance, energy and raw-material costs affect the bottom line."}]}]}