Samsung is on track to achieve its highest operating profit in history in 2026. A senior researcher at Kiwoon Securities estimates the company’s operating profit next year will be between 90 and 100 trillion won (approximately $62-69 billion).
Samsung is racing to record revenue
According to analyst Park Yoo-ak, this massive increase is driven by Samsung’s strategic actions and market conditions. The main drivers for this increase are the expected yield increases in 2nm GAA technology, the global rise in NAND and DRAM prices, and the company’s expansion of its High-Bandwidth Memory (HBM4) market share.
The 2nm GAA process, a top priority for Samsung in production, plays a crucial role in increasing yield. The first real test of this technology will be the performance of the Exynos 2600 chipset, which will be featured in the Galaxy S26 series.
The company has secured orders for 2nm GAA from two Chinese crypto mining equipment manufacturers. Additionally, the $16.5 billion agreement with Tesla is a key element that will increase the efficiency of this process and strengthen Samsung’s customer base.
Furthermore, the growth in HBM4 market share and the expected 56 percent increase in general-purpose DRAM prices are significantly supporting the company’s revenue. While Samsung has provided Snapdragon 8 Elite Gen 5 samples to Qualcomm for evaluation, the company’s foundry side will truly play a significant role with the launch of the Snapdragon 8 Elite Gen 6 in 2026.
According to Kim Dong-won of KB Securities, the increase in TPU orders from Google is also becoming a key component of Samsung’s anticipated success. Galaxy smartphone sales are also expected to rise thanks to increased memory supply and the Google Gemini integration. The estimated $69 billion operating profit represents a massive 129 percent increase compared to the previous year.
{{user}} {{datetime}}
{{text}}