SA329 & 387
AUS429 & 41/4 (15.5 ov, target 288)
BAN272 & 142
WI245 & 161/2 (33.3 ov, target 170)
UAE22/0 (2.3/50 ov, target 264)
NED263/4
PAK
SL128/2 (23.6/50 ov)
PS-W
MR-W136/6 (20 ov)
CFC
KER
CHE
MAN
LEV
ATM
TAA
ETT
BOL
MON
MBSG
PFC
B04
VFB
BMG
SCP
Lille1
Lens0
Villarreal0
Espanyol1
Elversberg4
Mainz1
Le Havre AC1
PSG5
JER
QAT
KENYA
PNG
TAS427
NSW174/8 (60 ov)
NZ-A
IND-A291/7 (88 ov)
QLD
VIC282/9 (84 ov)
DHA
BAR
MYMS
KHU
NZ
IND
NAM
IRE
AFG
ZIM
ST-W
BH-W
SS-W
HH-W
BIK
SPR
SWD
EASTN
MOW
VAG
AS-W185/2
MS-W164/7 (20 ov, target 186)
SCOT100/3 (6 ov, target 122)
MAC0
WSW0
Nice5
Rennes2
Al Shabab6
Al Ahli1
Samsung Electronics is projected to achieve operating profits between $62-$69 billion (90-100 trillion won) in 2026, representing a staggering 129% year-over-year increase. Senior researchers from Kiwoon Securities and KB Securities cite improved 2nm chip yields, surging memory prices, and AI-driven demand as key growth drivers.
Table of Contents
Samsung 2026 Profit Forecast Breakdown
| Metric | 2025 Estimate | 2026 Projection | Growth Rate |
|---|---|---|---|
| Operating Profit | ₩43.7 trillion (~$30 billion) | ₩90-100 trillion ($62-$69 billion) | +129% YoY |
| Q4 2025 Profit | ₩18 trillion (~$13-14 billion) | Record quarterly performance | +160% from Q2 |
| General-Purpose DRAM Prices | Current baseline | +56% increase expected | Major revenue driver |
| HBM4 Market Share | Limited production | Significant gains projected | Mass production starting |
| NAND Flash Prices | Rising trend | Continued surge | Supply constraints |
| Semiconductor Revenue Share | ~80% of Q4 earnings | Dominant profit contributor | Memory boom continues |
What’s Driving Samsung’s Massive Growth
Park Yoo-ak from Kiwoon Securities offers the most aggressive 100 trillion won forecast, emphasizing visible gains in HBM4 market share and a 56% surge in general-purpose DRAM pricing. The memory market boom, driven by AI infrastructure demand, creates unprecedented revenue opportunities for Samsung’s semiconductor business.
KB Securities researcher Kim Dong-won attributes success to expanded Google TPU orders, increased memory supply, and stronger Galaxy smartphone sales bolstered by Gemini AI integration. The company’s semiconductor division is expected to account for nearly 80% of overall earnings throughout this growth period.
Technology Breakthroughs Fueling Profits
Samsung’s 2nm GAA (Gate-All-Around) technology represents a critical turning point. The Exynos 2600 processor, manufactured on this advanced node, will debut in the Galaxy S26 series, serving as Samsung’s first major test of the technology. Improved yields on 2nm production directly translate to higher profit margins and competitive advantages over TSMC.
The company has provided Snapdragon 8 Elite Gen 5 samples to Qualcomm for evaluation, with expectations that Samsung’s foundry role will expand significantly when Snapdragon 8 Elite Gen 6 launches in 2026.
For comprehensive semiconductor industry news and financial analysis, visit TechnoSports.
