Samsung Electronics Announces Third Quarter 2026 Results

Samsung Electronics today reported monetary outcomes for the 3rd quarter ended Sept. 30, 2026.

The Company published KRW 195.3 trillion in combined profits, another all-time quarterly high, representing a quarter-on-quarter (QoQ) boost of 14%. Operating earnings reached KRW 107.4 trillion, making Samsung Electronics the world’s very first tech business to go beyond KRW 100 trillion in quarterly operating revenue.

The Device Solutions (DS) Division published a QoQ sales boost of 15%, with the Memory Business setting an all-time high for quarterly profits and operating revenue, as semiconductor need is set to stay robust.

The Device eXperience (DX) Division published a QoQ income boost of 8% and taped an operating loss of KRW 0.8 trillion.

DS To Sustain Growth by Proactively Meeting Growing Demand for AI Applications

The DS Division published KRW 147.1 trillion in combined profits and KRW 106.5 trillion in operating earnings for the 3rd quarter.

The Memory Business accomplished another record-breaking quarter by handling its item mix, with a concentrate on AI items, amidst capability restrictions. Strong need momentum for servers resulted in greater market value throughout all applications.

Furthermore, business experienced continued robust need, driven by AI applications. It considerably scaled up sales of HBM4 on the back of industry-leading item competitiveness while proactively dealing with growing need for server SSDs.

In Q4 2026, the Memory Business anticipates industry-wide competitors for AI management to drive ongoing AI facilities financial investment. Memory need development is forecasted to focus on brand-new CPU and GPU platform-related items, while rising QLC SSD need will be connected to the growth of individual AI representative services.

The Memory Business will likewise preserve a sales method concentrated on AI applications in order to strengthen market management. Leveraging its industry-leading items and unequaled scale, business intends to accomplish this by more increasing HBM, server DRAM, and SSD sales, while likewise increasing the supply of high-speed server DDR5 items and QLC SSDs.

In 2027, business anticipates AI facilities capital investment to reach a historical level as the AI community broadens. In addition, increasing AI-driven need will far go beyond the market supply in contrast with 2026. Business likewise intends to utilize its exceptional innovation to strengthen market management and enhance item mix in positioning with market patterns and consumer requirements.

It prepares to lead the high-end market and hone its AI-driven portfolio while developing a steady sales base by protecting multi-year agreements and making sure prompt preparedness of brand-new items customized to the requirements of AI applications.

The System LSI Business attained income development in Q3 2026, driven by the mass production of systems-on-a-chip (SoCs) and image sensing units for brand-new designs released in H2. In addition, the customized SoC company protected jobs by developing brand-new consumer collaborations.

In Q4 2026, business prepares to keep steady production and sales of flagship SoCs and 200MP image sensing units.

In 2027, the System LSI Business intends to broaden flagship SoC sales and reinforce collaborations with custom-made SoC clients. It likewise prepares to speed up sales of flagship high-resolution image sensing units and diversify into non-mobile applications.

The Foundry Business experienced a significant income and profits enhancement on HBM base-die sales development and broadened advanced-node sales, along with ongoing order wins fixated 2nm HPC clients, consisting of significant hyperscalers.

Expecting Q4 2026, the Foundry Business prepares to attain double-digit income development and continued incomes enhancement on brand-new mobile items, mass production ramp-up of 4nm NPUs, and broadened memory item sales.

In 2027, business will go for income development led by 4nm and 2nm sophisticated nodes based upon strong AI and HPC need. It likewise anticipates to enhance its worldwide supply abilities with the start of operations at its brand-new fab in Taylor, Texas.

SDC To Build On Growth With Enhanced, Diversified Product Lineup

Samsung Display Corporation (SDC) published KRW 8.0 trillion in combined income and KRW 1.1 trillion in operating revenue for the 3rd quarter.

For the little and medium display screen company, SDC reported enhanced profits based upon strong need for high-end mobile items, while the big display screen service broadened sales volume and profits on the development of the video gaming display market.

In Q4 2026, SDC anticipates a favorable result from year-end peak seasonal need and brand-new item launches, however it expects a restricted enhancement in revenues due to external elements.

Throughout the quarter, the little and medium screen organization will pursue sales growth by actively reacting to client need, while the big screen organization will concentrate on enhancing success fixated video gaming screens.

In 2027, SDC anticipates ongoing market need weak point in the middle of continuous unpredictability. For smart devices, the little and medium screen organization intends to increase the part of premium items like foldables, and for IT, business will pursue sales growth through the ramp-up of the brand-new 8.6 G IT line and conditioning of the item lineup. The big screen company intends to continue pursuing enhanced success fixated high value-added designs.

MX To Maintain Mobile Leadership by Capitalizing on the High-Growth Premium Market

The MX and Networks Businesses published a combined KRW 37.7 trillion in combined earnings and reported an operating loss of KRW 0.6 trillion for the 3rd quarter. Income increased QoQ and year-on-year (YoY), generally driven by brand-new flagship launches consisting of foldables. Revenues increased QoQ with an enhanced flagship sales mix, however decreased YoY due to cost pressures.

In Q4 2026, the MX Business prepares to drive year-end peak-season sales development fixated flagships consisting of the Galaxy S26 series, Galaxy Z Fold8 Ultra, and Z Fold8, in addition to brand-new community items. It will likewise look for to alleviate success threats through performance enhancements throughout all company procedures.

In 2027, the MX Business intends to preserve its mobile management by concentrating on 3 tactical top priorities. It will enhance its item mix, focused on flagships with distinguished experiences by consumer section. Second, it will improve the desirability and provide concrete worth of items through hardware and form-factor development. Third, it will lessen decreases in earnings with nimble market actions and functional performance efforts.

In Q3 2026, the Networks Business saw a decrease in incomes QoQ and YoY due to reduce North American and high-margin software application sales. In Q4 2026, business intends to protect success through profits development in North America, Korea, and Japan. In 2027, business prepares to drive rewarding development by protecting brand-new orders in the middle of telco financial investment headwinds.

VD/DA Businesses and Harman To Extend AI-Based Product Innovation

The Visual Display (VD) and Digital Appliances (DA) Businesses published a combined KRW 13.9 trillion in combined income and reported an operating loss of KRW 0.2 trillion for the 3rd quarter.

The VD Business saw income decrease due to the conclusion of significant sporting occasions, while incomes reduced due to increased expenses. In Q4 2026, business intends to record peak season need through strengthened channel collaborations and separated marketing, while broadening sales of premium items in order to balance out the effect of increasing expenses. In 2027, while general television need is anticipated to stay flat or decrease a little, business will concentrate on protecting rewarding development engines by providing distinguished television experiences, in addition to reinforcing the service and platform companies.

The DA Business’ incomes decreased due to greater expenses related to raw products and logistics, regardless of more powerful domestic marketing efforts and development in the B2B and membership companies. In Q4 2026, business plans to enhance success with a greater premium mix, and in 2027, it intends to protect success by broadening sales of ingenious AI items and growing its high-margin B2B organizations.

Harman published enhanced incomes on broadened audio and vehicle sales, with an increase from non-recurring U.S. tariff refunds. Looking ahead, business will look for to preserve steady development momentum by establishing brand-new vehicle organization and extending audio management through portfolio improvements.

Investor Return: Q3 Dividend Details and Total Payout

The third-quarter money dividend total up to KRW 4,601 per typical share and KRW 4,601 per favored share, amounting to KRW 30 trillion.

Of the approximated KRW 90 ~ 110 trillion in overall investor returns for 2026, and with KRW 35 trillion currently prepared or finished, the business expects the staying funds to be KRW 55 ~ 75 trillion.

The return of the staying funds will consist of a significant share repurchase and cancellation program, together with money dividends.

The Company acknowledges the growing market interest in the cost space in between typical and favored shares, and is devoted to actively thinking about and changing the percentage of favored shares in our share repurchase and cancellation program based upon market conditions.

The next investor return policy, in addition to the last quantity of investor returns and the particular execution prepare for the staying funds for 2026, will be settled at the Board conference arranged for late January 2027, with a statement to follow.

3rd Quarter 2026 Capital Expenditures

In the 3rd quarter, Samsung Electronics’ capital investment reached KRW 29 trillion, a boost of KRW 12.2 trillion quarter-on-quarter (QoQ) and KRW 19.8 trillion year-on-year (YoY). Capital investment included KRW 27.2 trillion invested in the Device Solutions (DS) Division and KRW 1.1 trillion in Samsung Display Corporation (SDC). The cumulative overall for the January-September duration is KRW 56.9 trillion, up KRW 24.7 trillion YoY, with KRW 52.8 trillion assigned to the DS Division and KRW 2.4 trillion to SDC.

The full-year capital investment for 2026 is anticipated at around KRW 84.4 trillion, consisting of KRW 76.8 trillion assigned to the DS Division and KRW 3.9 trillion to SDC.

For the DS Division, financial investments are prepared for brand-new fabs and other facilities to fulfill strong AI and HPC need while guaranteeing preparedness for the mid-to long term. For SDC, financial investments will concentrate on upgrades to existing assembly line.