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.
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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.
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FAQs
What’s driving Samsung’s projected 129% profit increase in 2026?
Improved 2nm chip yields, 56% DRAM price surge, HBM4 mass production, rising NAND prices, and increased AI chip demand.
When will Samsung start mass-producing HBM4 chips?
HBM4 mass production is expected to begin in 2026, with quality checks potentially clearing before end of 2025.
