"Samsung execs must have poured champagne just after hitting "publish" on the Q4 and 2025 financial report. The company posted an all-time high operating profit of KRW 20.1 trillion and the highest-ever quarterly revenue of KRW 93.8 trillion. For the full year 2025, Samsung reports KRW 333.6 trillion in revenue and KRW 43.6 trillion in operating profits. We have to start with the Device Solutions Division (DS)."
"DS posted a 33% quarter-on-quarter increase in sales driven by the Memory Business, which hit an all-time high for quarterly revenue and profits. In concrete numbers, it had a quarterly revenue of KRW 44.0 trillion and an operating profit of KRW 16.4 trillion. This was driven by high demand for conventional DRAM and growing HBM sales. The division reports increased profitability of products like server DDR5 RAM and enterprise SSDs."
"Looking forward to Q1 2026, the division will continue to ride the AI boom - it expects to start selling HBM4 products (which target speeds of 11.7Gbps), while continuing to deliver DDR5, SOCAMM2 and GDDR7, all of which have their place in AI servers. Additionally, it expects higher sales of NAND storage. The Mobile Experience (MX) division and Networks Business report KRW 29.3 trillion in consolidated revenue and KRW 1.9 trillion in operating profit for Q4."
Samsung recorded an all-time high Q4 operating profit of KRW 20.1 trillion and quarterly revenue of KRW 93.8 trillion, with full-year 2025 revenue of KRW 333.6 trillion and operating profit of KRW 43.6 trillion. Device Solutions led growth with a 33% quarter-on-quarter sales increase; the Memory Business posted KRW 44.0 trillion in quarterly revenue and KRW 16.4 trillion in operating profit, supported by conventional DRAM demand, rising HBM sales, and improved server DDR5 and enterprise SSD margins. For Q1 2026 the division plans HBM4 shipments and continued DDR5, SOCAMM2, GDDR7 deliveries plus higher NAND sales. MX and Networks posted KRW 29.3 trillion revenue and KRW 1.9 trillion operating profit; MX achieved double-digit annual profit from flagships, tablets, and wearables despite Q4 smartphone declines and will launch Galaxy S26 in Q1 2026. System LSI profits fell due to weak seasonal demand.
#device-solutions #memory-dramhbmnand #ai-server-components-hbm4ddr5gddr7 #mobile-experience-galaxy-s26
Read at GSMArena.com
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