Samsung Electronics posted its highest-ever quarterly revenue of KRW 93.8 trillion and an operating profit of KRW 20.1 trillion for Q4 2025 (31/12).

For the full fiscal year, the company reported KRW 333.6 trillion in annual revenue and KRW 43.6 trillion in operating profit.

R&D spending totaled KRW 10.9 trillion in Q4, a quarterly increase of KRW 2 trillion, bringing the full-year record to KRW 37.7 trillion.

Samsung said it will continue to build on AI leadership and pursue growth across all divisions in 2026.

Device Solutions Division Leads Semiconductor Growth

The Device Solutions (DS) Division achieved KRW 44.0 trillion in quarterly revenue and KRW 16.4 trillion in operating profit.

The Memory Business set record highs in both revenue and profit, driven by strong DRAM demand, higher prices, and expanded sales of HBM, server DDR5, and enterprise SSDs.

For Q1 2026, the DS Division expects AI and server demand to rise further. The Division plans to focus on profitability and high-performance products. In 2026, sales of AI-related DRAM and NAND offerings will expand.

The System LSI Business saw earnings decline in Q4 due to seasonal demand and product schedule adjustments, but grew revenue from 200MP and 50MP image sensors. Earnings are expected to recover in Q1 2026 with new product launches.

The Foundry Business recorded revenue growth in Q4 but limited earnings improvement due to provisional costs. Mass production of first-generation 2nm products began, and shipments of 4nm HBM base-die products started.

In 2026, the business targets double-digit revenue growth and will ramp up second-generation 2nm and optimized 4nm production.

DX and Mobile eXperience Divisions Expand AI Integration

The Mobile eXperience (MX) and Networks Businesses posted KRW 29.3 trillion in revenue and KRW 1.9 trillion in operating profit in Q4.

Flagship smartphones, tablets, and wearables contributed to double-digit annual profits, though smartphone sales declined as new launch effects normalized.

In Q1 2026, MX plans to strengthen AI smartphone experiences with the Galaxy S26 series and sustain profitability through flagship sales and resource optimization.

Throughout 2026, MX will continue AI-driven product sales and next-generation mobile innovation.

The Networks Business improved both QoQ and YoY earnings in Q4, supported by North American sales. In 2026, the business will pursue growth through new orders while maintaining cost efficiency, leveraging vRAN and ORAN leadership.

Display and Consumer Electronics Businesses Focus on Innovation

Samsung Display (SDC) posted KRW 9.5 trillion in revenue and KRW 2.0 trillion in operating profit for Q4.

Small and medium displays benefited from stable supply and increased smartphone demand, while large displays grew revenue during the year-end peak season.

The Visual Display (VD) Business expanded revenue with Neo QLED and OLED products but faced profitability pressure due to market competition.

In Q1 2026, VD will focus on revenue growth with new Micro RGB, Super Big, QLED, and OLED TVs.

Digital Appliances (DA) earnings declined in Q4 due to low seasonal demand. Q1 2026 is expected to see improvement from AI product sales and the seasonal recovery of air conditioners.

The business will expand B2B, direct-to-consumer, and subscription growth while pursuing cost efficiency.

Harman Strengthens Automotive and Audio Sales

Harman reported KRW 4.6 trillion in revenue and KRW 0.3 trillion in operating profit in Q4. Growth was driven by expanded automotive product supply to European OEMs and new portable and true wireless sound models.

In Q1 2026, Harman will expand automotive sales, including digital cockpit and car audio products, while continuing revenue growth in consumer audio.

In 2026, it aims to strengthen its automotive business with ADAS capabilities and expand premium audio sales.

PHOTO: UNSPLASH

This article was created with AI assistance.

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