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▲ Samsung Electronics Q1 2026 Business Performance (Unit: KRW 100 million, %, Based on consolidated financial statements)
Operating profit of 57 trillion won, driven by rising memory prices and expanded sales of high-value-added products for AI
Samsung Electronics significantly boosted its first-quarter 2026 earnings, driven by improved performance in the semiconductor sector. While strong performance in the memory business drove overall company results, major businesses such as mobile and display showed mixed trends across different divisions.
Samsung Electronics announced on the 30th that it recorded consolidated revenue of 133.9 trillion won and an operating profit of 57.2 trillion won in the first quarter of 2026. Revenue increased by 43% and operating profit by 185% compared to the previous quarter. Research and development expenses amounted to 11.3 trillion won.
The Device Solution (DS) division recorded sales of 81.7 trillion won and an operating profit of 53.7 trillion won. Sales increased by 86% and operating profit increased significantly compared to the previous quarter.
The company explained that rising memory prices and increased sales of high-value-added products for AI were the main factors behind the improved performance.
In the memory business, shipments were expanded to meet the growing demand for server DRAM and High Bandwidth Memory (HBM).
The company stated that System LSI saw improved performance driven by expanded sales of flagship system-on-chips, while Foundry recorded a decline in performance compared to the previous quarter due to the off-season but continued to secure orders centered on High Performance Computing (HPC).
Sales in the Device Experience (DX) division reached 52.7 trillion won, and operating profit was 3 trillion won.
The Mobile Experience (MX) business saw increased revenue and profit driven by a higher proportion of flagship smartphone sales, while the Network business experienced a decline in performance due to reduced investment by major telecommunications companies.
Samsung Display recorded sales of 6.7 trillion won and an operating profit of 400 billion won.
Performance for small and medium-sized panels declined due to the seasonal off-peak and reduced customer demand, while large panels maintained relatively stable sales driven by demand for OLEDs for gaming monitors.
Harman recorded sales of 3.8 trillion won and an operating profit of 200 billion won, and the company explained that cost burdens affected the expansion of automotive product supply.
Samsung Electronics projected that strong demand for memory would continue in the second quarter due to expanded investment in AI infrastructure.
The DS division stated that it expects further performance improvement through rising memory prices and an increased proportion of high value-added products.
The DX division plans to simultaneously strengthen sales centered on premium products and improve cost efficiency, while the Display and Home Appliance divisions plan to focus on improving the product mix and responding to peak season demand.
Samsung Electronics, amidst continuing risks such as global tariffs and geopolitical uncertainties, the market They added that they are pursuing stable management while responding flexibly to changes in the situation.