🔵🇺🇸 SSNLF Earnings Call Analysis Q4FY2025 | Samsung Electronics
Автор: The Earnings Analyst
Загружено: 2026-01-30
Просмотров: 6
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*Record Revenue and Profit:* Samsung achieved its highest-ever quarterly revenue of *93.8 trillion won* in Q4 2025. Operating profit set a new record of **20.1 trillion won**, an increase of 7.9 trillion won from the previous quarter.
*Strong Growth in Semiconductor (DS) Division:* The DS division saw a *33% quarter-on-quarter increase* in sales, driven by expanded sales of HBM and other high-value-added products. The memory business recorded a new all-time high for quarterly revenue.
*HBM and AI Leadership:* HBM sales are expected to increase *more than threefold* year-on-year in 2026. The company has commenced HBM4 mass production, with shipments scheduled to start in February 2026.
*R&D Investments:* R&D investments reached a record full-year high of **37.7 trillion won**, reflecting the company's commitment to future growth.
*Mobile and Display Technologies:* The MX (Mobile Experience) division aims to solidify its leadership in the AI smartphone market with the upcoming Galaxy S26 launch and form factor innovations like "Trifold" devices.
*Sustainability:* Samsung became the first in the industry to develop and deploy a *helium reuse system* for semiconductor manufacturing.
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