Sony Semiconductor Solutions

Sony Semiconductor Solutions is a leader in the IDM segment of the semiconductor & AI supply chain, headquartered in Japan. Its key suppliers include TSMC, Efinix, Adeia Inc.. Its key customers include Apple, Knowles.

Dominant CMOS image sensor maker for smartphones and cameras.

Ticker
TSE: 6758
Headquarters
Japan
Revenue
$78.1B (FY2026) · -3.7% YoY
Net income
$-2.0B
Operating margin
16.7%
Market position
leader
Value-chain segment
Integrated Device Manufacturer, Analog & Mixed Signal
Key products
CMOS image sensors

About Sony Semiconductor Solutions

Sony Semiconductor Solutions, headquartered in Japan, operates in the Integrated Device Manufacturer and Analog & Mixed Signal segments of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include CMOS image sensors. wafergraph maps 3 tracked suppliers and 2 tracked customers for Sony Semiconductor Solutions across the value chain. It has a supply-chain criticality score of 81/100, with 235 companies downstream of it. Sony Semiconductor Solutions is a party to 1 tracked deal, including TSMC Japan (JASM) Kumamoto fabs.

Role in the chain

Sony Semiconductor Solutions is a market leader in IDM (Integrated Device Manufacturer), headquartered in Japan. Dominant CMOS image sensor maker for smartphones and cameras.

Diligence questions

  1. The dataset records 3 tracked suppliers for Sony Semiconductor Solutions. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 2 of Sony Semiconductor Solutions's tracked suppliers are a monopoly or leader (including Adeia Inc., TSMC). Which of those are actually single-source for the process step you care about?
  3. The dataset names 2 tracked customers for Sony Semiconductor Solutions. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Sony Semiconductor Solutions is positioned as a leader in IDM. How replaceable is this vendor on the process step you are buying?
  5. Sony Semiconductor Solutions is headquartered in Japan. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  6. Sony Semiconductor Solutions trades as TSE:6758. What does the latest reported period say about capacity and backlog versus the graph position above?

Full diligence pack for Sony Semiconductor Solutions

Key products

  • CMOS image sensors

Suppliers

Customers

More IDM companies

Compare with

Texas Instruments · IBM · Analog Devices · Infineon Technologies · Monolithic Power Systems · NXP Semiconductors

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Sony Semiconductor Solutions — supply chain, financials & market position”, https://wafergraph.com/company/sony (data as of 2026-09-05).

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