Samsung posted Samsung record revenue and profit for Q4 2025, marking a historic achievement. The company recorded its highest-ever quarterly revenue of KRW 93.8 trillion, along with an operating profit of KRW 20.1 trillion. This performance was driven by record-breaking memory sales and strong demand for advanced semiconductor products. For the full year, Samsung reached KRW 333.6 trillion in revenue and KRW 43.6 trillion in operating profits, reflecting the company’s consistent growth.
The company’s success in Q4 highlights the importance of its diversified portfolio. The Device Solutions Division (DS) saw significant gains, particularly in the Memory Business, which posted an all-time high in both revenue and profit. This was primarily due to increased demand for DRAM and HBM products, essential in data centers and AI servers.
Memory Business Drives Samsung Record Revenue
The Samsung record revenue in Q4 was largely driven by the Memory Business, which reported quarterly revenue of KRW 44.0 trillion and operating profit of KRW 16.4 trillion. High demand for conventional DRAM and HBM products fueled this success. Samsung expects demand for these memory products to continue growing, especially with the rise of AI workloads.
Looking ahead, Samsung plans to continue its growth by introducing new memory products, such as HBM4, and expanding its offerings in DDR5, SOCAMM2, and GDDR7 memory. These products are crucial for AI servers and are expected to maintain the momentum for the Memory Business into Q1 2026.
Mobile and Networks Business Performance
While the Memory Business led the way, Samsung’s Mobile Experience (MX) and Networks Business also performed well. The division posted KRW 29.3 trillion in consolidated revenue and KRW 1.9 trillion in operating profit. The MX business saw strong sales of its flagship devices, as well as stable demand for tablets and wearables, despite a decline in smartphone sales.
Samsung expects smartphone sales to pick up in Q1 2026 with the launch of the Galaxy S26 series. The company is focusing on AI-driven features and slim, light devices, including foldable models, to capture more market share.
System LSI Business Sees Mixed Results
Samsung’s System LSI Business experienced a decline in profits in Q4 2025, which it attributed to weak seasonal demand. However, the business saw increased revenue from new 200MP and 50MP camera sensors. Samsung expects profits to rebound in Q1 2026, driven by higher demand for its advanced imaging products.
In addition to camera sensors, the System LSI segment also saw growth in chipsets. Samsung’s investments in this area are expected to support long-term growth, with more stable yields and increased sales anticipated in the near future.
Strong Foundry and Display Performance
Samsung’s foundry business saw strong demand in Q4 2025. The company began mass production of its first-generation 2nm chips and plans to introduce second-generation 2nm products in 2026. It will also focus on 4nm nodes for better performance and power efficiency.
In the display segment, Samsung Display Company (SDC) reported solid results, with revenue of KRW 9.5 trillion and operating profit of KRW 2.0 trillion. The growth was driven by demand for small and medium display products, particularly for smartphones, as well as increased sales in the IT and automotive sectors. Despite softer demand for smartphone displays in early 2026, Samsung plans to focus on high-end models.
Harman and Other Divisions Contribute
Harman, Samsung’s connected technologies and audio subsidiary, reported Q4 revenue of KRW 4.6 trillion and operating profit of KRW 0.3 trillion. Harman’s automotive business performed well, driven by sales of digital cockpit systems to European manufacturers. The company also saw strong demand for its True Wireless Stereo (TWS) earbuds during the holiday season.
Samsung also saw good results from its Visual Display (VD) and Digital Appliances (DA) divisions. The VD business benefited from strong sales of Neo QLED and OLED TVs, and the DA business saw increased sales of home appliances. With major global events like the Olympics and the FIFA World Cup approaching, demand for premium TV products is expected to remain strong.
Outlook for 2026
Samsung’s Samsung record revenue in Q4 2025 sets a strong foundation for 2026. The company expects continued growth in memory and AI-related products, as well as strong sales from mobile and display segments. Samsung plans to sustain its momentum through product innovation, AI-driven technologies, and global market expansion.
Analysts view Samsung’s performance as a sign of the company’s ability to adapt to market trends while maintaining its leadership position in key technology sectors. The company’s diversified business model positions it well to weather global economic fluctuations and technological disruptions in the coming year.
