Company Reports

Samsung has struggled to maintain its market share in the smartphone space over the past few years, ceding its top spot as of 2023 and barely gaining it back in 2025. This was largely due to the improving capabilities of products from Chinese brands, which offer similar functions at a fraction of Samsung’s prices. Unlike Apple, Samsung and other Android brands do not have an ecosystem that deters switching between smartphone brands. We expect pricing pressures to mount for Samsung as competition within the Android smartphone space is likely to continue intensifying.

Samsung Electronics' revenue and operating margin for the June quarter were KRW 172 billion and 52%, up 28% and 944 basis points sequentially. Shares closed flat.

Samsung's preliminary revenue and operating margin for the June quarter stood at KRW 171 trillion and 52%, respectively, up 28% and 953 basis points sequentially. Samsung will release its full results on July 30, 2026.

Samsung has struggled to maintain its market share in the smartphone space over the past few years, ceding its top spot as of 2023 and barely gaining it back in 2025. This was largely due to the improving capabilities of products from Chinese brands, which offer similar functions at a fraction of Samsung’s prices. Unlike Apple, Samsung and other Android brands do not have an ecosystem that deters switching between smartphone brands. We expect pricing pressures to mount for Samsung as competition within the Android smartphone space is likely to continue intensifying.

We revise our forecasts for Samsung Electronics and SK Hynix following Micron's earnings, updates on long-term supply agreements, or LTAs, and artificial intelligence investment plans announced by the South Korean government on June 29.

Samsung's workers union will hold a strike on May 21, 2026, should the terms of its compensation demands not be met. This includes 15% sharing of operating profits, removal of bonus caps, and a 7% pay increase. The key obstacle is Samsung's refusal to formalize profit-sharing in contracts.

Samsung has struggled to maintain its market share in the smartphone space over the past few years, ceding its top spot as of 2023 and barely gaining it back in 2025. This was largely due to the improving capabilities of products from Chinese brands, which offer similar functions at a fraction of Samsung’s prices. Unlike Apple, Samsung and other Android brands do not have an ecosystem that deters switching between smartphone brands. We expect pricing pressures to mount for Samsung as competition within the Android smartphone space is likely to continue intensifying.

Samsung Electronics' revenue and operating margin for the March quarter of KRW 133.9 trillion and 43% rose sequentially by 43% and 2,150 basis points, respectively. Shares closed 2.4% lower after earnings were released.

Samsung Electronics' preliminary revenue and operating profit for the March quarter were KRW 133 trillion and KRW 57 trillion at the midpoint, respectively, up 42% and 185% sequentially. Samsung will release full results on April 30.

Shares of Taiwan Semiconductor Manufacturing Company, Samsung Electronics, and SK Hynix have fallen by 9%-22% since the war in the Middle East broke out, as the escalating conflict threatens the supply stability of key energy sources such as crude oil and liquefied natural gas.

Samsung has struggled to maintain its market share in the smartphone space over the past few years, ceding its top spot as of 2023 and barely gaining it back in 2025. This was largely due to the improving capabilities of products from Chinese brands, which offer similar functions at a fraction of Samsung’s prices. Unlike Apple, Samsung and other Android brands do not have an ecosystem that deters switching between smartphone brands. We expect pricing pressures to mount for Samsung as competition within the Android smartphone space is likely to continue intensifying.

Samsung Electronics reported fourth-quarter earnings, with revenue and operating profit of KRW 93.8 trillion and KRW 20.1 trillion won, up 9% and 65% sequentially, respectively. We transfer coverage to a new analyst.

Samsung Electronics reported preliminary fourth-quarter results, with revenue and operating profit growing 8% and 64% sequentially to KRW 93 trillion and KRW 20 trillion at the midpoint, respectively. Samsung will release full results on Jan. 29.

The South Korean government announced a partnership on Oct. 30 with Nvidia to purchase 260,000 of its latest chips to boost its artificial intelligence infrastructure and integrate AI into semiconductor manufacturing. Samsung Electronics and SK Hynix shares rose 3% and 10%, respectively, on Nov. 3.

Samsung Electronics' September-quarter revenue and operating margin of KRW 86.1 trillion and 14.2% represented a 15% and 5.4-percentage-point growth from the prior quarter, respectively. Shares were up 4% after the company's earnings call.

Samsung has lost market share in the smartphone space over the past few years, ceding its top spot as of 2023. This was largely due to the improving capabilities of products from Chinese brands, which offer similar functions at a fraction of Samsung’s prices. Unlike Apple, Samsung and other Android brands do not have an ecosystem that deters switching between smartphone brands. We expect pricing pressures to mount for Samsung as competition within the Android smartphone space is likely to continue intensifying.

Samsung Electronics reported preliminary results for the quarter ending September 2025, with revenue and operating profit of KRW 86 trillion and KRW 12.1 trillion at the midpoint, respectively, up 15% and 159% sequentially. Samsung will release its full set of earnings on Oct. 30, 2025.

The US Bureau of Industry and Security revoked the "validated end-user" status of Taiwan Semiconductor Manufacturing Company, Samsung Electronics, and SK Hynix. This requires them to apply for export licenses to ship certain equipment into China from 2026.

Samsung has lost market share in the smartphone space over the past few years, ceding its top spot as of 2023. This was largely due to the improving capabilities of products from Chinese brands, which offer similar functions at a fraction of Samsung’s prices. Unlike Apple, Samsung and other Android brands do not have an ecosystem that deters switching between smartphone brands. We expect pricing pressures to mount for Samsung as competition within the Android smartphone space is likely to continue intensifying.

Samsung Electronics' June-quarter revenue of KRW 74.6 trillion decreased 6% sequentially, primarily due to seasonally weaker smartphone sales and weak memory demand. Operating margins shrank to 6.3% from 8.5% in the prior quarter. We transfer coverage to a new analyst.