Samsung Electronics reported its financial results for the first quarter ended March 31, 2026, posting consolidated revenue of KRW 133.9 trillion and operating profit of KRW 57.2 trillion, both reaching all-time quarterly highs, as announced in Korea on April 30, 2026 (30/04).

The company said revenue increased 43% quarter-on-quarter, supported by strong performance across semiconductor and device businesses, particularly driven by AI-related demand and higher average selling prices.

Samsung Electronics Q1 2026 Results Show Record Revenue and Profit

Samsung Electronics achieved KRW 133.9 trillion in consolidated revenue and KRW 57.2 trillion in operating profit in Q1 2026. Both figures marked record highs for the company.

The growth was driven by strong performance in the Device Solutions (DS) Division and improved sales in the Device eXperience (DX) Division, supported by new product launches and AI infrastructure demand.

DS Division Drives Earnings on AI Memory Demand

The Device Solutions (DS) Division posted KRW 81.7 trillion in revenue and KRW 53.7 trillion in operating profit for the quarter.

The Memory Business recorded its highest quarterly revenue and profit, supported by high-value AI demand, limited supply, and industry-wide price increases.

The division also advanced its position by initiating mass production of HBM4 and SOCAMM2 for NVIDIA’s Vera Rubin platform and developing PCIe Gen6 SSDs.

Samsung stated that demand for server memory is expected to remain strong due to AI infrastructure expansion, hyperscaler adoption of AI services, and increasing use of large language models.

The System LSI Business saw improved earnings from expanded SoC sales, while the Foundry Business faced seasonal weakness but continued progress in advanced-node development and design wins for HPC and silicon photonics.

DX Division and MX Expand Premium Smartphone Sales

The Device eXperience (DX) Division reported a 19% quarter-on-quarter sales increase, supported by new flagship smartphone launches.

The MX and Networks Businesses generated KRW 38.1 trillion in revenue and KRW 2.8 trillion in operating profit. The MX Business improved profitability through a premium product mix and cost optimization, while maintaining single-digit margins.

The Networks Business recorded weaker earnings due to telecom investment conditions but plans to expand overseas sales and strengthen capabilities in vRAN, ORAN, and AI-RAN technologies.

Samsung also noted that future MX performance will be driven by flagship devices, A-series products, and foldable development.

Display, Foundry, and Other Businesses Show Mixed Performance

Samsung Display Corporation (SDC) posted KRW 6.7 trillion in revenue and KRW 0.4 trillion in operating profit. The small and medium display segment declined due to seasonal effects and cost pressures, while large displays remained stable on OLED gaming monitor demand.

The Visual Display and Digital Appliances businesses recorded KRW 14.3 trillion in revenue and KRW 0.2 trillion in operating profit. Premium TV sales and resource optimization supported performance, while cost pressures and tariffs affected appliances.

Harman reported a decline in earnings due to higher expenses and seasonality but expects improvement driven by automotive supply and premium audio demand.

Samsung Strategy Focuses on AI and High-Value Products in 2026

Samsung stated it will continue focusing on AI-driven growth, expanding high-value semiconductor products, and strengthening its position in premium consumer electronics.

The company emphasized continued investment in advanced memory technologies, AI chip platforms, and next-generation manufacturing nodes, while also expanding into automotive, aerospace, and enterprise markets through its foundry and electronics divisions.

PHOTO: SAMSUNG

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