Above: Samsung’s presence at CES2026

In the quarter ended December 31, 2025, the Company posted its highest-ever quarterly consolidated revenue at 93.8 trillion KRW (won) (US$65.48 billion), representing a quarter-on-quarter (QoQ) increase of nine per cent. Operating profit was also an all-time high, at 20.1 won trillion (US$14.03 billion). For the full year, the Company reported 333.6 trillion won (US$231 billion) in annual revenue and 43.6 trillion won (US$30.5 billion) in operating profit.

The Device Solutions (DS) Division posted a QoQ sales increase of 33 per cent, with the Memory Business setting an all-time high for quarterly revenue and operating profit, driven by expanded sales of HBM and other high-value-added products, as well as the overall market price surge.

The Device eXperience (DX) Division experienced a sequential decline in revenue of eight per cent due to reduced launch effects from new smartphone models, as well as intense market competition.

R&D investments totalled 10.9 trillion won, representing a QoQ increase of 2 trillion won and setting a full-year record of 37.7 trillion won.
Looking ahead to Q1 2026, the DS Division expects AI and server demand to continue increasing, leading to more opportunities for structural growth. In response, the Division will continue to focus on profitability via a strong emphasis on high-performance products.

In 2026 as a whole, the DS Division aims to lead the AI era with product competitiveness amid a rapidly growing demand environment, particularly by expanding the sales of AI-related offerings in both DRAM and NAND.

In 2026, the DX Division plans on expanding AI-driven product offerings and integrating AI technologies across the full device, feature and service ecosystem. The Division will maintain a focus on profitable growth by ensuring component supply stability, implementing efficiency initiatives and bringing the best AI experiences to customers as a leader in the AI era.

Semiconductors to continue increasing revenue

The DS Division achieved a quarterly consolidated revenue of 44.0 trillion won and an operating profit of 16.4 trillion won for the fourth quarter of 2025.

In Q4 2025, despite limited supply availability, the Memory Business achieved record highs in quarterly revenue and operating profit by addressing strong conventional DRAM demand while expanding HBM sales amid an overall increase in prices. The Business focused on improving profitability via higher sales of high-value-added products such as HBM, server DDR5 and enterprise SSDs.

In Q1 2026, the ongoing AI boom is expected to continue driving favourable market conditions across the industry, and the Memory Business plans to keep prioritising high-value-added products for AI applications.

Mobile eXperience to accelerate momentum by advancing AI leadership

The Mobile eXperience (MX) and Networks Businesses posted KRW 29.3 trillion in consolidated revenue and KRW 1.9 trillion in operating profit for the fourth quarter.

The MX Business achieved double-digit annual profit in 2025 through flagship growth and stable sales of tablets and wearables, although smartphone sales declined in Q4 as new model launch effects normalised.

In Q1 2026, the Business plans to further strengthen its AI smartphone leadership by delivering Agentic AI experiences with the launch of the Galaxy S26 series. It also aims to ensure sustained profitability driven by flagship sales expansion and resource optimization, in addition to addressing global competitive uncertainties by strengthening supply stability.

In 2026, the MX Business intends to consolidate its mobile AI leadership by leveraging next-generation AI experiences as well as innovation in slimmer and lighter form factors. Additionally, it will pursue comprehensive growth across all segments via AI-driven product sales and new market expansion, while upholding a steadfast commitment to profitability through process optimization amid persistent cost pressures.

In Q4 2025, the Networks Business reported improvement to both QoQ and YoY earnings, supported by sales growth in North America. In Q1 2026, the Business aims to drive revenue growth through new orders amid investment headwinds in the telecommunications industry. Throughout the year, the Business will leverage its leadership in vRAN and ORAN to penetrate new markets while securing profitability through cost optimisation.