Samsung has reported its earnings for the fourth quarter of 2025, disclosing broadly outstanding results on the back of the ongoing memory boom.
Samsung Electronics Q4 2025 earnings highlights
Here are the main highlights of the South Korean giant's latest quarterly earnings:
- Quarterly Sales of 93.8 trillion won ($65.45 billion), up 24 percent year-over-year.
- Total revenue for the year of 333.6 trillion won ($232.87 billion), up 11 percent year-over-year.
- Quarterly operating profit of 20.1 trillion won ($14.05 billion), equating to a 3x surge year-over-year.
- Semiconductor sales in Q4 2025 of 44 trillion won ($30.74 billion), up 46 percent year-over-year.
- Quarterly semiconductor operating profit of 16.4 trillion won ($11.46 billion), up 5.6x year-over-year.
- Quarterly memory business revenue of 37.1 trillion won ($25.93 billion), up 62 percent YoY.
- Quarterly mobile sales of 28.3 trillion won ($19.78 billion), up 13 percent year-over-year.
- Quarterly mobile operating profit of 1.9 trillion won ($1.33 billion), down 9.5 percent YoY.
Outlook:
- Samsung plans to start delivering HBM4 mass products, including the "industry-leading 11.7Gbps SKU" in Q1 2026.
- Focused on scaling up high-performance TLC SSD sales for AI KV(Key-Value) SSD demand.
- Samsung to expand its suite of 200MP sensors.
- Focused on ramping up its second-gen 2nm process.
- Samsung does anticipate "weak smartphone demand due to seasonality and memory supply and price impacts" for Q1 2026.
Commentary
As the broader industry graduates to HBM4 from HBM3E, Samsung stands at a particularly enviable position to capture incremental market share.
According to TrendForce, Samsung is already unlocking higher transmission speeds for its bespoke HBM4 solutions by employing 1Cnm (compute-near-memory) process and leveraging advanced fabrication technologies, placing it at an apex position to capture an incrementally higher share of NVIDIA's HBM4 orders.
As such, there are reports that Samsung will begin supplying HBM4 to NVIDIA from February 2026 after it passed qualifying tests with flying colors. Critically, Samsung’s HBM4 is reportedly capable of achieving a throughput of 11.7Gbps, which is much higher than the operating speed (10Gbps) required by Nvidia and AMD.
Of course, while the prevailing industry dynamics are a boon for Samsung's memory business, its smartphone-centric MX division continues to face escalating cost pressures.
It is hardly a surprise, therefore, that Samsung's MX division is currently mulling a price hike of between 44,000 won ($30) and 88,000 won ($60) for the upcoming Galaxy S26 series in select markets, including South Korea.
In doing so, Samsung is apparently negating its long-standing policy of eschewing price hikes, one that saw no price increases for the flagship S-series over the past three years, barring the Galaxy S24 Ultra. This strategy had allowed the Galaxy S25 series to hit a cumulative sales volume of 3 million units around 2 months faster than its predecessor.
About the author: Writing is my one incontrovertible passion. Over the past six years, he has authored over 2,200 distinct articles on financial and tech-related topics, spanning nearly 1 million words. And he has been a member of Wcctech mobile team since 2025. As an alumnus of the University of Toronto, Rotman Commerce Program, I bring nuance, in-depth knowledge, and a unique perspective to every topic that I cover. When I'm not writing, I'm traveling the world, exploring hidden confectionaries and restaurants as an aspiring food connoisseur.
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