Samsung Electronics simply posted its monetary report for the primary quarter of this 12 months. The pinnacle of the cell division (MX), TM Roh, is frightened that mentioned division may expertise its first-ever annual loss. We’ll see what the remainder of the 12 months holds, however for Q1 not less than Galaxy telephones remained within the black.
Samsung MX and the Community Companies division introduced in KRW 38.1 trillion in consolidated income and made KRW 2.8 trillion in working revenue through the first quarter.
Gross sales are larger than the year-ago quarter – the numbers for Q1 2025 had been KRW 37 trillion in income and KRW 4.3 trillion in revenue. Nonetheless, it’s powerful on the market and Samsung managed to safe single-digit profitability due to its product combine, which leans in the direction of premium fashions, and proactive value optimizations.
Wanting on the subsequent three months, nevertheless, Samsung expects to see a decline in income. Within the second half of 2026, the MX division will proceed to concentrate on flagship gross sales and on strengthening its place within the foldables market (the rumored Galaxy Vast didn’t get a callout, however we will learn between the traces).
As for TM Roh’s issues, this monetary report forecasts that the MX division will see larger income for 2026 than it did final 12 months. There’s no prediction for the yearly revenue, nevertheless.
We flip over to Gadget Options (DS) and – cautious, there are champagne corks flying all over. DS posted KRW 81.7 trillion in income, reaching an all-time excessive. To place issues into perspective, that is an 86% improve quarter on quarter! Working revenue is equally spectacular at KRW 53.7 trillion – examine that to the KRW 1.1 trillion in working revenue it reported final 12 months.
The reminiscence enterprise, which is part of DS, broke its quarterly gross sales document. This was due to high-value merchandise for the AI market. DS additionally began promoting HBM4 and SOCAMM2 reminiscence for Nvidia’s Vera Rubin. Rubin is the successor to the Blackwell structure and the primary merchandise are anticipated later this 12 months.
Within the second quarter, the reminiscence division will begin delivering HBM4E reminiscence samples to shoppers. It additionally plans to seize the early PCIe Gen6 SSD market, once more with a concentrate on AI infrastructure (these high-bandwidth SSDs are used for KV caching).
The reminiscence crunch is affecting the entire electronics market – which in flip places strain on Samsung’s different divisions. Samsung Show Company (SDC) introduced in KRW 6.7 trillion in consolidated income and made an working revenue of KRW 0.4 trillion on that.
There was decrease demand for small and medium show merchandise – Samsung blames the same old seasonal results for this (all of the flagships that launched in Q1 had been manufactured earlier than that), but additionally the best way that top reminiscence costs have impacted smartphone gross sales. The company studies “strong demand” for OLED gaming displays, although – when you can’t improve your GPU, a brand new monitor is an effective option to get a greater picture, we guess.
Samsung System LSI, the division accountable for Exynos chips and ISOCELL digicam sensors, has excellent news – earnings elevated due to robust chipset gross sales. For the upcoming quarter, LSI desires to extend gross sales of each chipsets and sensors for the “volume-tier” smartphones. And within the last two quarters of this 12 months, the division desires to increase its buyer base for 200MP sensors and to “safe flagship SoC design wins.”
Samsung’s Foundry enterprise noticed decrease earnings, once more blamed on seasonal results. Nevertheless, the work on the 1.4nm node is on schedule and Samsung is searching for new clients for its 2nm node. For the second quarter, the Foundry enterprise will attempt to increase earnings by growing the availability of HBM4 dies.
You’ll be able to try the press launch for particulars on Samsung’s different companies like Harman, the Visible Show and Digital Home equipment divisions.
The person divisions have their ups and downs, however Samsung Electronics as a complete is in an ideal place – the KRW 133.9 trillion in consolidated income is an all-time excessive for the quarter. And it’s an enormous 43% improve from the final quarter of 2025. Working revenue is at an all-time excessive as nicely, reaching KRW 57.2 trillion.
For reference, in Q1 2025 Samsung Electronics reported a income of KRW 79.1 trillion and an working revenue of KRW 6.7 trillion.
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