{"slug":"wonik-ips","name":"원익IPS","name_en":"Wonik IPS","ticker":"240810.KQ","updated_at":"2026-06-20T16:18:28.031298+00:00","canonical":"https://valuechain.wiki/wonik-ips","kicker":"반도체 증착 장비 (PECVD·ALD)","kicker_en":"Deposition equipment (PECVD, ALD)","lead":"국내 대표 반도체 증착 장비사(PECVD·ALD). FY2025 매출 5,270억원. 삼성전자(반도체 매출 50%+)·SK하이닉스에 전공정 증착 장비를 공급하며, 국내 증착사 중 사실상 유일하게 삼성 파운드리 최선단 공정까지 대응한다. 디스플레이 건식 식각 장비도.","lead_en":"A leading Korean deposition-equipment maker (PECVD, ALD). FY2025 revenue ₩527B. Supplies wafer-fab deposition tools to Samsung (50%+ of its chip equipment revenue) and SK hynix, and is effectively the only domestic deposition vendor able to serve Samsung’s leading-edge foundry. Also makes display dry-etch tools.","segments":{"fy":2025,"parts":[{"desc":"PECVD·ALD 증착 (매출 70~85%)","name":"반도체 장비"},{"desc":"드라이에처 등","name":"디스플레이 장비"}],"total":"FY2025 매출 ₩5,270억","source":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=01135941","concentration":"삼성전자 반도체 비중 50%+. 고객 삼성·SK하이닉스·디스플레이."},"segments_en":{"parts":[{"desc":"PECVD/ALD deposition (70-85% of revenue)","name":"Semiconductor tools"},{"desc":"Dry etchers, etc.","name":"Display tools"}],"total":"FY2025 revenue ₩527B","concentration":"Samsung 50%+ of chip-tool revenue. Customers Samsung, SK hynix, display makers."},"edges":[{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":{"type":"revenue","unit":"KRW","basis":"연결 총매출","value":527000000000,"period":"FY2025","basis_en":"consolidated total revenue"},"note":"삼성전자에 PECVD·ALD 증착 장비 공급(반도체 매출 50%+). 삼성 파운드리 최선단 대응.","note_en":"Supplies PECVD/ALD deposition tools to Samsung (50%+ of chip-tool revenue); serves Samsung’s leading-edge foundry.","sources":[{"stance":"confirms","publisher":"서울경제(영문)","publisher_en":"Seoul Economic Daily","kind":"news","lang":"en","published_at":"2026-06-11","url":"https://en.sedaily.com/finance/2026/06/11/semiconductor-equipment-stocks-surge-jusung-up-24-percent","title":"반도체 장비주 급등: 주성·원익IPS (삼성·SK 국내투자 확대)","title_en":"Semiconductor equipment stocks surge: Jusung, Wonik IPS on Samsung/SK domestic capex","excerpt":"삼성·SK 국내투자 확대로 원익IPS 장비주 급등.","excerpt_en":"Wonik IPS surges on Samsung/SK domestic capex."},{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=01135941","title":"원익IPS 사업보고서 (DART, 2025)","title_en":"Wonik IPS annual report (DART, 2025)","excerpt":"FY2025 매출 5,270억원.","excerpt_en":"FY2025 revenue ₩527B."},{"stance":"confirms","publisher":"한국경제(다음)","publisher_en":"Hankyung (Daum)","kind":"news","lang":"ko","published_at":"2025-11-04","url":"https://v.daum.net/v/20251104143228301","title":"삼성 덕보는 원익IPS…생산능력 3배 확보","title_en":"Wonik IPS benefits from Samsung, triples capacity","excerpt":"삼성 투자 수혜로 생산능력 3배 확보, 삼성 비중 50%+.","excerpt_en":"Triples capacity on Samsung capex; Samsung is 50%+ of chip-tool revenue."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"high","metric":null,"note":"SK하이닉스에 전공정 증착 장비(PECVD·ALD) 공급.","note_en":"Supplies wafer-fab deposition tools (PECVD/ALD) to SK hynix.","sources":[{"stance":"confirms","publisher":"서울경제(영문)","publisher_en":"Seoul Economic Daily","kind":"news","lang":"en","published_at":"2026-06-11","url":"https://en.sedaily.com/finance/2026/06/11/semiconductor-equipment-stocks-surge-jusung-up-24-percent","title":"반도체 장비주 급등: 주성·원익IPS (삼성·SK 국내투자 확대)","title_en":"Semiconductor equipment stocks surge: Jusung, Wonik IPS on Samsung/SK domestic capex","excerpt":"SK 투자 확대 수혜.","excerpt_en":"Benefits from SK capex."},{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=01135941","title":"원익IPS 사업보고서 (DART, 2025)","title_en":"Wonik IPS annual report (DART, 2025)","excerpt":"SK하이닉스에 증착 장비 공급.","excerpt_en":"Supplies deposition tools to SK hynix."}]},{"direction":"revenue","counterparty":"디스플레이 (비전옥스 등)","counterparty_slug":null,"confidence":"mid","metric":null,"note":"디스플레이용 드라이에처 등 공급.","note_en":"Supplies display dry-etch tools and others.","sources":[{"stance":"mentions","publisher":"한국경제(다음)","publisher_en":"Hankyung (Daum)","kind":"news","lang":"ko","published_at":"2025-11-04","url":"https://v.daum.net/v/20251104143228301","title":"삼성 덕보는 원익IPS…생산능력 3배 확보","title_en":"Wonik IPS benefits from Samsung, triples capacity","excerpt":"중국 디스플레이 라인 드라이에처 단독 수주.","excerpt_en":"Sole dry-etcher win for a Chinese display line."}]},{"direction":"cost","counterparty":"부품·모듈 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"증착 장비용 부품·모듈 외주(공급사 비공개).","note_en":"Outsources parts and modules for deposition tools (undisclosed).","sources":[{"stance":"mentions","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=01135941","title":"원익IPS 사업보고서 (DART, 2025)","title_en":"Wonik IPS annual report (DART, 2025)","excerpt":"사업보고서: 부품 조달.","excerpt_en":"Annual report: parts procurement."}]},{"direction":"cost","counterparty":"정밀 가공·계측 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"정밀 가공·계측 모듈 매입(비공개).","note_en":"Buys precision machining and metrology modules (undisclosed).","sources":[{"stance":"mentions","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=01135941","title":"원익IPS 사업보고서 (DART, 2025)","title_en":"Wonik IPS annual report (DART, 2025)","excerpt":"사업보고서: 설비·모듈.","excerpt_en":"Annual report: equipment and modules."}]}]}