{"slug":"sumitomo-electric","name":"Sumitomo Electric","name_en":"Sumitomo Electric","ticker":"5802.T","updated_at":"2026-07-12T08:19:57.523251+00:00","canonical":"https://valuechain.wiki/sumitomo-electric","same_as":["https://finance.yahoo.com/quote/5802.T"],"citable":"밸류체인 그래프 기준 Sumitomo Electric의 직접 연결 기업은 2곳(관계 기준 공급 0·매출 2)이고, 사슬을 2차까지 넓히면 3곳에 닿는다. 링크의 근거 출처는 5건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Sumitomo Electric is directly linked to 2 companies (0 supply, 2 revenue relationships) and reaches 3 companies within two hops; the links are backed by 5 dated sources, 2 of them primary filings (as of 2026-07-12).","kicker":"닛케이 · 전선·광부품 · 초저손실 광섬유(DCI)","kicker_en":"Nikkei · Wire & optics · Ultra-low-loss fiber (DCI)","lead":"일본 전선·광부품 대기업. 초저손실 순수실리카 광섬유와 다심 광커넥터로 AI 데이터센터의 대규모 광연결·코히어런트 전송을 받친다. 코닝·프리즈미안과 함께 광섬유 공급 한 축으로, 데이터센터 광케이블 채택 확대의 수혜. 화합물 반도체(GaN)·전장도 영위.","lead_en":"A Japanese wire and optical-component major. Its ultra-low-loss pure-silica fiber and multi-fiber connectors support large-scale optical links and coherent transmission in AI datacenters. With Corning and Prysmian, a pillar of fiber supply, benefiting from rising datacenter optical-cabling. It also does compound semiconductors (GaN) and automotive.","segments":{"fy":2026,"parts":[{"desc":"초저손실 순수실리카 광섬유·다심 커넥터. AI 데이터센터 DCI·코히어런트 전송 수요의 성장축.","name":"광섬유·광커넥터"},{"desc":"전력·통신 케이블 등 전선 본업 — 다각화의 기반.","name":"전선·전력"},{"desc":"GaN 화합물반도체·자동차 전장 등 성장 소재.","name":"화합물 반도체·전장"}],"total":"데이터센터 광케이블 수요 확대","concentration":"초저손실 광섬유, 코히어런트 전송용."},"segments_en":{"fy":2026,"parts":[{"desc":"Ultra-low-loss pure-silica fiber and multi-fiber connectors; the growth axis of AI-datacenter DCI and coherent-transmission demand.","name":"Optical fiber/connectors"},{"desc":"Power and telecom cables — the legacy wire base and diversification anchor.","name":"Wire & power"},{"desc":"GaN compound semiconductors and automotive electronics — growth materials.","name":"Compound semi/auto"}],"total":"Rising datacenter optical-cabling","concentration":"Ultra-low-loss fiber for coherent transmission."},"returns_yearly":{"2021":11.4,"2022":6.3,"2023":30.8,"2024":52.9,"2025":139,"2026":55.3},"return_asof":"2026-07-10","value_chain":{"leading":[{"slug":"datadog","name":"Datadog","name_en":"Datadog","tier":3,"returns_yearly":{"2021":80.9,"2022":-58.7,"2023":65.1,"2024":17.7,"2025":-4.8,"2026":89.4}},{"slug":"palo-alto-networks","name":"팔로알토 네트웍스","name_en":"Palo Alto Networks","tier":3,"returns_yearly":{"2021":56.7,"2022":-24.8,"2023":111.3,"2024":23.4,"2025":1.2,"2026":76.9}},{"slug":"crowdstrike","name":"CrowdStrike","name_en":"CrowdStrike","tier":3,"returns_yearly":{"2021":-3.3,"2022":-48.6,"2023":142.5,"2024":34,"2025":37,"2026":59.7}},{"slug":"illumina","name":"Illumina","name_en":"Illumina","tier":3,"returns_yearly":{"2021":2.8,"2022":-46.9,"2023":-31.1,"2024":-1.3,"2025":-1.8,"2026":45}},{"slug":"starbucks","name":"Starbucks Corp","name_en":"Starbucks Corp","tier":3,"returns_yearly":{"2021":11.1,"2022":-13.2,"2023":-1.2,"2024":-2.5,"2025":-5.3,"2026":27.4}},{"slug":"johnson-controls","name":"존슨 컨트롤스","name_en":"Johnson Controls","tier":3,"returns_yearly":{"2021":77.4,"2022":-19.3,"2023":-7.6,"2024":39.8,"2025":53,"2026":20}},{"slug":"snowflake","name":"Snowflake","name_en":"Snowflake","tier":3,"returns_yearly":{"2021":20.4,"2022":-57.6,"2023":38.6,"2024":-22.4,"2025":42.1,"2026":19.2}},{"slug":"airbnb","name":"Airbnb Inc","name_en":"Airbnb Inc","tier":3,"returns_yearly":{"2022":-48.6,"2023":59.2,"2024":-3.5,"2025":3.3,"2026":9.5}},{"slug":"costco","name":"Costco Wholesale","name_en":"Costco Wholesale","tier":3,"returns_yearly":{"2021":51.8,"2022":-19,"2023":49,"2024":39.6,"2025":-5.4,"2026":6.6}},{"slug":"walmart","name":"Walmart Inc","name_en":"Walmart Inc","tier":3,"returns_yearly":{"2021":2,"2022":-0.5,"2023":12.9,"2024":74,"2025":24.5,"2026":2.6}},{"slug":"schrodinger","name":"Schrödinger","name_en":"Schrodinger","tier":3,"returns_yearly":{"2021":-56,"2022":-46.3,"2023":91.5,"2024":-46.1,"2025":-7.3,"2026":-7.8}},{"slug":"mercadolibre","name":"MercadoLibre","name_en":"MercadoLibre, Inc.","tier":3,"returns_yearly":{"2021":-19.5,"2022":-37.2,"2023":85.7,"2024":8.2,"2025":18.5,"2026":-8}},{"slug":"uber","name":"Uber","name_en":"Uber","tier":3,"returns_yearly":{"2021":-17.8,"2022":-41,"2023":149,"2024":-2,"2025":35.5,"2026":-8.8}},{"slug":"disney","name":"Disney","name_en":"The Walt Disney Company","tier":3,"returns_yearly":{"2021":-14.5,"2022":-43.9,"2023":4.3,"2024":24.4,"2025":3.3,"2026":-15.3}},{"slug":"coupang","name":"Coupang","name_en":"Coupang","tier":3,"returns_yearly":{"2022":-49.9,"2023":10.1,"2024":35.8,"2025":7.3,"2026":-20.3}},{"slug":"netflix","name":"Netflix","name_en":"Netflix","tier":3,"returns_yearly":{"2021":11.4,"2022":-51.1,"2023":65.1,"2024":83.1,"2025":5.2,"2026":-21.7}},{"slug":"servicenow","name":"ServiceNow","name_en":"ServiceNow","tier":3,"returns_yearly":{"2021":17.9,"2022":-40.2,"2023":82,"2024":50.1,"2025":-27.7,"2026":-29.7}},{"slug":"anthropic","name":"Anthropic","name_en":"Anthropic","tier":3,"returns_yearly":null},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null},{"slug":"amazon","name":"아마존","name_en":"Amazon","tier":2,"returns_yearly":{"2021":2.4,"2022":-49.6,"2023":80.9,"2024":44.4,"2025":5.2,"2026":6.3}},{"slug":"microsoft","name":"마이크로소프트","name_en":"Microsoft","tier":2,"returns_yearly":{"2021":52.5,"2022":-28,"2023":58.2,"2024":12.9,"2025":15.6,"2026":-20}},{"slug":"ciena","name":"Ciena","name_en":"Ciena","tier":1,"returns_yearly":{"2021":45.6,"2022":-33.8,"2023":-11.7,"2024":88.4,"2025":175.8,"2026":97}}],"benefiting":[],"analysis":"투자 논점은 AI 데이터센터의 광연결 수요에서 초저손실 순수실리카 광섬유·다심 커넥터가 갖는 소재 지위다. 코닝·프리즈미안과 함께 광섬유 공급의 한 축으로, 데이터센터 간(DCI) 코히어런트 전송과 대규모 광배선이 늘수록 섬유·커넥터 물량이 함께 커진다 — 시에나(코히어런트 시스템)·마이크로소프트(데이터센터) 같은 전방 수요가 직접 채널이다. 다만 회사 전체로는 전선·전력·GaN 화합물반도체·전장을 함께 영위하는 다각화 기업이어서, 광부품 호황이 전사 실적에 희석되는 구조다. 위험은 광섬유가 코닝 등과의 캐파 경쟁·가격에 노출되고, AI 광배선 수요가 하이퍼스케일러 capex 사이클에 후행한다는 점이다.","analysis_en":"The thesis is the materials position of ultra-low-loss pure-silica fiber and multi-fiber connectors in AI-datacenter optical connectivity. With Corning and Prysmian, it is a pillar of fiber supply, so as data-center-interconnect (DCI) coherent transmission and large-scale optical cabling grow, fiber and connector volumes grow with them — with front-end demand from Ciena (coherent systems) and Microsoft (data centers) as direct channels. But at the group level it is a diversified company also spanning wire, power, GaN compound semiconductors and automotive, so an optics boom is diluted in consolidated results. Risks are fiber's exposure to capacity competition and pricing against Corning and others, and that AI cabling demand lags the hyperscaler capex cycle.","analysis_asof":"2026-07-10"},"edges":[{"direction":"revenue","counterparty":"하이퍼스케일러·통신 (광케이블)","counterparty_slug":null,"confidence":"high","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"하이퍼스케일러·통신사에 광섬유·광케이블 공급. AI 데이터센터 광배선 채택 확대로 섬유 수요가 급증하는 구조.","note_en":"Supplies optical fiber and cable to hyperscalers and telecoms; surging AI-datacenter optical cabling drives fiber demand.","sources":[{"stance":"confirms","publisher":"IEEE ComSoc","publisher_en":"IEEE ComSoc","kind":"research","lang":"en","published_at":"2025-12-23","url":"https://techblog.comsoc.org/2025/12/23/how-will-fiber-and-equipment-vendors-meet-the-increased-demand-for-fiber-in-2026-due-to-ai-data-center-buildouts/","title":"AI 데이터센터 광섬유 수요 급증(스미토모 등)","title_en":"AI datacenter fiber demand surges (Sumitomo et al.)","excerpt":"AI 데이터센터 광케이블 채택 확대.","excerpt_en":"Rising datacenter optical-cabling adoption."},{"stance":"confirms","publisher":"Sumitomo Electric","publisher_en":"Sumitomo Electric","kind":"filing","lang":"ja","published_at":"2025-06-25","url":"https://sumitomoelectric.com/rd/info-communications","title":"Sumitomo Electric 광통신 R&D·IR","title_en":"Sumitomo Electric info-communications R&D/IR","excerpt":"AI 데이터센터 광케이블 채택 확대.","excerpt_en":"Rising datacenter optical-cabling adoption."}]},{"direction":"revenue","counterparty":"Ciena","counterparty_slug":"ciena","confidence":"mid","metric":null,"note":"시에나 코히어런트 전송 시스템(DCI)에 초저손실 광섬유·커넥터 공급 — AI 데이터센터 간 장거리 광연결의 소재 채널.","note_en":"Supplies ultra-low-loss fiber and connectors into Ciena's coherent transport systems (DCI) — the materials channel for long-haul optical links between AI data centers.","sources":[{"stance":"mentions","publisher":"스미토모전기","publisher_en":"Sumitomo Electric","kind":"filing","lang":"en","published_at":"2026-05-01","url":"https://sumitomoelectric.com/ir/library","title":"스미토모전기 FY2026(2026.3期) 결산(IR)","title_en":"Sumitomo Electric FY2026 (year ended March 2026) Financial Results (IR)","excerpt":"데이터센터 광케이블·전선·자동차부품 수요. FY2026 결산 IR.","excerpt_en":"Datacenter optical cable, wire and auto-parts demand; FY2026 IR results."},{"stance":"confirms","publisher":"Sumitomo Lightwave","publisher_en":"Sumitomo Lightwave","kind":"news","lang":"en","published_at":"2026-01-01","url":"https://blog.sumitomoelectriclightwave.com/ai-ready-connectors-for-facilities-of-any-size","title":"Sumitomo, AI 데이터센터용 광커넥터","title_en":"Sumitomo AI-ready optical connectors","excerpt":"코히어런트 전송(DCI)용 초저손실 광섬유·커넥터 공급.","excerpt_en":"Supplies ultra-low-loss fiber/connectors for coherent transport (DCI)."},{"stance":"confirms","publisher":"Sumitomo Electric","publisher_en":"Sumitomo Electric","kind":"filing","lang":"ja","published_at":"2025-06-25","url":"https://sumitomoelectric.com/rd/info-communications","title":"Sumitomo Electric 광통신 R&D·IR","title_en":"Sumitomo Electric info-communications R&D/IR","excerpt":"코히어런트 전송(DCI)용 초저손실 광섬유·커넥터 공급.","excerpt_en":"Supplies ultra-low-loss fiber/connectors for coherent transport (DCI)."}]},{"direction":"revenue","counterparty":"전장·전력·화합물반도체","counterparty_slug":null,"confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"전선·전력 케이블·GaN 화합물반도체·자동차 전장 — 광부품 외 다각화 사업군으로, 전사 실적을 안정화하되 광부품 호황을 희석한다.","note_en":"Wire/power cables, GaN compound semiconductors and automotive electronics — the diversified businesses beyond optics that stabilize but also dilute an optics boom.","sources":[{"stance":"confirms","publisher":"Sumitomo Electric","publisher_en":"Sumitomo Electric","kind":"filing","lang":"ja","published_at":"2025-06-25","url":"https://sumitomoelectric.com/rd/info-communications","title":"Sumitomo Electric 광통신 R&D·IR","title_en":"Sumitomo Electric info-communications R&D/IR","excerpt":"다각화 전선·부품 사업.","excerpt_en":"Diversified wire/component business."}]},{"direction":"revenue","counterparty":"마이크로소프트","counterparty_slug":"microsoft","confidence":"mid","metric":null,"note":"마이크로소프트 데이터센터에 광섬유·광케이블 공급 — 하이퍼스케일러 직접 채택 채널.","note_en":"Supplies optical fiber and cable to Microsoft data centers — a direct hyperscaler-adoption channel.","sources":[{"stance":"confirms","publisher":"Sumitomo Lightwave","publisher_en":"Sumitomo Lightwave","kind":"news","lang":"en","published_at":"2026-01-01","url":"https://blog.sumitomoelectriclightwave.com/ai-ready-connectors-for-facilities-of-any-size","title":"Sumitomo, AI 데이터센터용 광커넥터","title_en":"Sumitomo AI-ready optical connectors","excerpt":"MS 데이터센터에 광섬유·케이블 공급.","excerpt_en":"Optical fiber/cable to Microsoft datacenters."}]},{"direction":"cost","counterparty":"실리카·소재·제조 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"순수실리카·소재·제조.","note_en":"Pure silica, materials and manufacturing.","sources":[{"stance":"confirms","publisher":"Sumitomo Electric","publisher_en":"Sumitomo Electric","kind":"filing","lang":"ja","published_at":"2025-06-25","url":"https://sumitomoelectric.com/rd/info-communications","title":"Sumitomo Electric 광통신 R&D·IR","title_en":"Sumitomo Electric info-communications R&D/IR","excerpt":"초저손실 광섬유 제조.","excerpt_en":"Makes ultra-low-loss fiber."}]},{"direction":"cost","counterparty":"제조·증설 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"광섬유·케이블 제조·증설.","note_en":"Fiber/cable manufacturing and capacity.","sources":[{"stance":"confirms","publisher":"Sumitomo Electric","publisher_en":"Sumitomo Electric","kind":"ir","lang":"en","published_at":"2026-01-01","url":"https://sumitomoelectric.com/","title":"Sumitomo Electric","title_en":"Sumitomo Electric","excerpt":"광섬유·케이블 제조·증설.","excerpt_en":"Fiber/cable manufacturing and capacity."}]}]}