Samsung Electronics Co., Ltd. a annoncé qu’Interbrand[1], une entreprise de conseil mondiale, a classé la société en 5^e position de sa liste annuelle « Best Global Brands » pour la septième année consécutive. La valeur de la marque est actuellement évaluée par Interbrand à 105,2 milliards de dollars. Samsung est la seule entreprise basée en Asie à conserver sa position dans le top 5 mondial chaque année depuis 2020.

L’évalution d’Interbrand reflète :

• Des résultats records, portés par des investissements ciblés dans les semi-conducteurs destinés à l’AI
• Une plus grande compétitivité en matière d’AI dans la division Device eXperience (DX)
• Une stratégie de marque centrée sur le client correspondant à l’approche « One Samsung »

La division Device Solutions (DS) a continué de croître en augmentant son offre de produits de mémoire à forte valeur ajoutée. Son objectif principal était de répondre à la demande croissante en matière d’AI. Celle-ci a également conservé son avance technologique ainsi que la première livraison commerciale de HBM4 du secteur.

La division DX facilite ainsi le quotidien des individus grâce à des expériences AI personnalisées et une meilleure connectivité entre ses produits, tels que les téléphones portables, les télévisions et les appareils électroménagers. Cette année, Samsung a introduit le Galaxy Z Fold8, sa huitième génération de téléphones pliables. Celui-ci dispose d’un nouveau format et d’un écran 4:3 qui redéfinissent la catégorie pliable. Son design a fortement trouvé écho auprès des jeunes consommateurs, tout en séduisant un public plus large, toutes générations confondues.

Figurant parmi les plus anciens cabinets de conseil en stratégie de marque, Interbrand réalise une analyse poussée de la valeur d’une entreprise chaque année. Les critères d’examen comprennent les performances financières d’une marque ainsi que ses perspectives d’avenir, son influence sur les choix de consommation et sa compétitivité. Cette évaluation repose sur la stratégie, l’empathie, la différenciation, l’engagement des clients, la régularité ainsi que la confiance.

[1] https://interbrand.com/best-global-brands/global/

The Company posted KRW 195.3 trillion in consolidated revenue, another all-time quarterly high, representing a quarter-on-quarter (QoQ) increase of 14%. Operating profit reached KRW 107.4 trillion, making Samsung Electronics the world’s first tech company to exceed KRW 100 trillion in quarterly operating profit.

The Device Solutions (DS) Division posted a QoQ sales increase of 15%, with the Memory Business setting an all-time high for quarterly revenue and operating profit, as semiconductor demand is set to remain robust.

The Device eXperience (DX) Division posted a QoQ revenue increase of 8% and recorded an operating loss of KRW 0.8 trillion.

DS to Sustain Growth by Proactively Meeting Growing Demand for AI Applications

The DS Division posted KRW 147.1 trillion in consolidated revenue and KRW 106.5 trillion in operating profit for the third quarter.

The Memory Business achieved another record-breaking quarter by managing its product mix, with a focus on AI products, amid capacity constraints. Strong demand momentum for servers led to higher market prices across all applications.

Additionally, the Business experienced continued robust demand, driven by AI applications. It significantly scaled up sales of HBM4 on the back of industry-leading product competitiveness while proactively addressing growing demand for server SSDs.

In Q4 2026, the Memory Business expects industry-wide competition for AI leadership to drive continued AI infrastructure investment. Memory demand growth is projected to revolve around new CPU and GPU platform-related products, while surging QLC SSD demand will be linked to the expansion of personal AI agent services.

The Memory Business will also maintain a sales strategy focused on AI applications in order to solidify market leadership. Leveraging its industry-leading products and unmatched scale, the Business aims to achieve this by further increasing HBM, server DRAM, and SSD sales, while also increasing the supply of high-speed server DDR5 products and QLC SSDs.

In 2027, the Business expects AI infrastructure capital expenditure to reach a historic level as the AI ecosystem expands. Additionally, increasing AI-driven demand will far exceed the industry supply in comparison with 2026. The Business also aims to leverage its superior technology to bolster market leadership and optimize product mix in alignment with market trends and customer needs.

It plans to lead the high-end market and sharpen its AI-driven portfolio while building a stable sales base by securing multi-year contracts and ensuring timely readiness of new products tailored to the requirements of AI applications.

The System LSI Business achieved revenue growth in Q3 2026, driven by the mass production of systems-on-a-chip (SoCs) and image sensors for new models launched in H2. Additionally, the custom SoC business secured projects by establishing new customer partnerships.

In Q4 2026, the Business plans to maintain stable production and sales of flagship SoCs and 200MP image sensors.

In 2027, the System LSI Business aims to expand flagship SoC sales and strengthen partnerships with custom SoC customers. It also plans to accelerate sales of flagship high-resolution image sensors and diversify into non-mobile applications.

The Foundry Business experienced a notable revenue and earnings improvement on HBM base-die sales growth and expanded advanced-node sales, as well as continued order wins centered on 2nm HPC customers, including major hyperscalers.

Looking ahead to Q4 2026, the Foundry Business plans to achieve double-digit revenue growth and continued earnings improvement on new mobile products, mass production ramp-up of 4nm NPUs, and expanded memory product sales.

In 2027, the Business will aim for revenue growth led by 4nm and 2nm advanced nodes based on strong AI and HPC demand. It also expects to strengthen its global supply capabilities with the commencement of operations at its new fab in Taylor, Texas.

SDC To Build On Growth With Enhanced, Diversified Product Lineup

Samsung Display Corporation (SDC) posted KRW 8.0 trillion in consolidated revenue and KRW 1.1 trillion in operating profit for the third quarter.

For the small and medium display business, SDC reported improved earnings based on solid demand for high-end mobile products, while the large display business expanded sales volume and revenue on the growth of the gaming monitor market.

In Q4 2026, SDC expects a positive effect from year-end peak seasonal demand and new product launches, but it anticipates a limited improvement in earnings due to external factors.

During the quarter, the small and medium display business will pursue sales expansion by actively responding to customer demand, while the large display business will focus on improving profitability centered on gaming monitors.

In 2027, SDC expects continued market demand weakness amid ongoing uncertainty. For smartphones, the small and medium display business aims to increase the portion of premium products like foldables, and for IT, the business will pursue sales expansion through the ramp-up of the new 8.6G IT line and strengthening of the product lineup. The large display business aims to continue pursuing improved profitability centered on high value-added models.

MX To Maintain Mobile Leadership by Capitalizing on the High-Growth Premium Market

The MX and Networks Businesses posted a combined KRW 37.7 trillion in consolidated revenue and reported an operating loss of KRW 0.6 trillion for the third quarter. Revenue increased QoQ and year-on-year (YoY), mainly driven by new flagship launches including foldables. Earnings increased QoQ with an improved flagship sales mix, but declined YoY due to cost pressures.

In Q4 2026, the MX Business plans to drive year-end peak-season sales growth centered on flagships including the Galaxy S26 series, Galaxy Z Fold8 Ultra, and Z Fold8, as well as new ecosystem products. It will also seek to mitigate profitability risks through efficiency improvements across all business processes.

In 2027, the MX Business aims to maintain its mobile leadership by focusing on three strategic priorities. First, it will improve its product mix, centered on flagships with differentiated experiences by customer segment. Second, it will enhance the desirability and deliver tangible value of products through hardware and form-factor innovation. Third, it will minimize declines in profit with agile market responses and operational efficiency initiatives.

In Q3 2026, the Networks Business saw a decline in earnings QoQ and YoY due to lower North American and high-margin software sales. In Q4 2026, the Business aims to secure profitability through revenue growth in North America, Korea, and Japan. In 2027, the Business plans to drive profitable growth by securing new orders amid telco investment headwinds.

VD/DA Businesses and Harman To Extend AI-Based Product Innovation

The Visual Display (VD) and Digital Appliances (DA) Businesses posted a combined KRW 13.9 trillion in consolidated revenue and reported an operating loss of KRW 0.2 trillion for the third quarter.

The VD Business saw revenue decline due to the conclusion of major sporting events, while earnings decreased due to increased costs. In Q4 2026, the Business aims to capture peak season demand through strengthened channel partnerships and differentiated marketing, while expanding sales of premium products in order to offset the impact of rising costs. In 2027, while overall TV demand is expected to remain flat or decline slightly, the Business will focus on securing profitable growth engines by delivering differentiated TV experiences, as well as strengthening the service and platform businesses.

Meanwhile, the DA Business’ earnings declined due to higher costs related to raw materials and logistics, despite stronger domestic marketing efforts and growth in the B2B and subscription businesses. In Q4 2026, the Business intends to improve profitability with a higher premium mix, and in 2027, it aims to secure profitability by expanding sales of innovative AI products and growing its high-margin B2B businesses.

Harman posted improved earnings on expanded audio and automotive sales, with a boost from non-recurring U.S. tariff refunds. Looking ahead, the Business will seek to maintain stable growth momentum by developing new automotive business and extending audio leadership through portfolio enhancements.

Shareholder Return: Q3 Dividend Details and Total Payout

The third-quarter cash dividend amounts to KRW 4,601 per common share and KRW 4,601 per preferred share, totaling KRW 30 trillion.

Of the estimated KRW 90~110 trillion in total shareholder returns for 2026, and with KRW 35 trillion already planned or completed, the company anticipates the remaining funds to be KRW 55~75 trillion.

The return of the remaining funds will include a substantial share repurchase and cancellation program, along with cash dividends.

The Company recognizes the growing market interest in the price gap between common and preferred shares, and is committed to actively considering and adjusting the proportion of preferred shares in our share repurchase and cancellation program based on market conditions.

The next shareholder return policy, along with the final amount of shareholder returns and the specific execution plans for the remaining funds for 2026, will be finalized at the Board meeting scheduled for late January 2027, with an announcement to follow.

Third Quarter 2026 Capital Expenditures

In the third quarter, Samsung Electronics’ capital expenditure reached KRW 29 trillion, an increase of KRW 12.2 trillion quarter-on-quarter (QoQ) and KRW 19.8 trillion year-on-year (YoY). Capital expenditure consisted of KRW 27.2 trillion spent in the Device Solutions (DS) Division and KRW 1.1 trillion in Samsung Display Corporation (SDC). The cumulative total for the January-September period is KRW 56.9 trillion, up KRW 24.7 trillion YoY, with KRW 52.8 trillion allocated to the DS Division and KRW 2.4 trillion to SDC.

The full-year capital expenditure for 2026 is expected at approximately KRW 84.4 trillion, including KRW 76.8 trillion allocated to the DS Division and KRW 3.9 trillion to SDC.

For the DS Division, investments are planned for new fabs and other infrastructure to meet strong AI and HPC demand while ensuring readiness for the mid-to long term. For SDC, investments will focus on upgrades to existing production lines.

·    Consolidated Sales: Approximately 195 trillion Korean won

·    Consolidated Operating Profit: Approximately 107.40 trillion Korean won

The above estimates are based on K-IFRS. Please note that Korean disclosure regulations do not allow earnings estimates to be offered as a range. To comply with such regulations, the above figures represent the median of the estimate ranges provided below.

·    Sales: 194 trillion to 196 trillion Korean won

·    Operating Profit: 107.3 trillion to 107.5 trillion Korean won

※  2026 2Q and 2025 3Q consolidated figures based on K-IFRS are as follows :

• Consolidated Sales: Approximately 171 trillion Korean won
• Consolidated Operating Profit: Approximately 89.4 trillion Korean won

The above estimates are based on K-IFRS. Please note that Korean disclosure regulations do not allow earnings estimates to be offered as a range. To comply with such regulations, the above figures represent the median of the estimate ranges provided below.

• Sales: 170 trillion to 172 trillion Korean won  
• Operating Profit: 89.3 trillion to 89.5 trillion Korean won 

※  2026 1Q and 2025 2Q consolidated figures based on K-IFRS are as follows

Au cours de cette session, Hon Pak, Head of the Digital Health Team au sein du Mobile eXperience (MX) Business de Samsung Electronics, a rejoint quatre autres intervenants : David Lee, directeur de Samsung Next ; Mike McSherry, PDG de Xealth ; Alina Su, PDG de Generation Lab ; et Michael Dubrovsky, PDG de SiPhox Health. Ensemble, ils ont présenté une feuille de route pour l’avenir des soins de santé devant environ 1 000 participants internationaux.

Modérateur de la discussion, David Lee a mis en avant le rôle essentiel des partenariats. « L’avenir de la santé ne peut pas être construit par une seule entreprise » a‑t‑il affirmé. « Il doit se forger au sein d’un écosystème ouvert réunissant des innovateurs aux profils variés. »

Construction d’un écosystème de santé ouvert

Samsung dispose d’un portefeuille diversifié de dispositifs et de plateformes : des semi‑conducteurs aux smartphones, wearables, appareils électroménagers et TV. L’entreprise s’appuie sur ses économies d’échelle pour développer un écosystème collaboratif solide avec de nombreux partenaires dans chacun de ses secteurs d’activité.

Dans cet écosystème ouvert, les solutions de Xealth, Generation Lab et SiPhox sont intégrées aux appareils Samsung Health[1] afin d’accélérer la mise en place des « soins connectés ». Cette vision vise à aider les utilisateurs à mener une vie plus saine et plus dynamique grâce à une gestion proactive du bien‑être, rendue possible par l’écosystème d’appareils connectés de Samsung.

Hon Pak a rappelé l’ampleur de cette portée : « Samsung Health compte plus de 77 millions d’utilisateurs actifs mensuels, [2]et la plateforme SmartThings[3] connecte 460 millions d’utilisateurs » [4]a‑t‑il précisé.

Samsung bénéficie d’un atout majeur en tant que marque de confiance au cœur du foyer, lieu central de la vie quotidienne et du bien‑être. « En connectant notre écosystème d’appareils à la maison via SmartThings, nous pouvons innover là où cela compte le plus, à un moment où la santé se déplace vers le domicile, un espace où la prévention peut s’opérer à grande échelle » a ajouté Pak.

Pour accompagner cette transition, Samsung a intégré un large éventail d’appareils (électroménager, TV et dispositifs tiers compatibles) à sa plateforme SmartThings. Cela permet de proposer un large éventail de services, allant des routines d’automatisation personnalisées aux solutions pour la famille et les animaux de compagnie.

Accélération de l’innovation grâce aux partenariats

Les intervenants ont identifié l’écosystème établi de Samsung et son approche ouverte de la collaboration comme des atouts clés.

Alina Su, de Generation Lab, a insisté sur la valeur de ce partenariat : « Ce qui est le plus enthousiasmant, c’est l’ouverture réelle et la capacité de distribution de Samsung. Il y a une véritable échelle, une capacité technique, mais aussi une volonté de collaborer, de co‑créer et d’avancer rapidement avec les partenaires » a‑t‑elle déclaré. « Combiné aux appareils que les gens utilisent déjà au quotidien, cela permet d’apporter l’innovation dans leur vie bien plus rapidement que si nous agissions seuls. »

Michael Dubrovsky, de SiPhox Health, a également expliqué les bénéfices de cette collaboration : « Samsung apporte l’écosystème d’appareils déjà présents dans les foyers et sur les corps des utilisateurs » a‑t‑il souligné. « SiPhox ajoute la couche diagnostique qui manquait jusque‑là. Ensemble, les données continues des appareils et les données continues de biomarqueurs créent une vision complète de la santé, inédite en dehors d’un cadre clinique. »

Aujourd’hui, Generation Lab propose une solution permettant aux utilisateurs de vérifier facilement leur âge biologique et de gérer activement leur vieillissement à domicile, tandis que SiPhox Health offre un service permettant une gestion proactive de la santé grâce à des analyses sanguines de qualité hospitalière réalisées chez soi.

Mike McSherry, de Xealth, a partagé une vision visant à offrir une solution de santé continue et fluide, en comblant l’écart entre les soins cliniques à l’hôpital et la gestion du bien‑être au quotidien grâce à une intégration poussée avec Samsung.

Valorisation des collaborations ouvertes et garantie d’une sécurité renforcée

En plus de ses partenariats stratégiques, Samsung a construit un écosystème ouvert destiné à la communauté élargie des développeurs et chercheurs. Grâce à la suite Samsung Health Software Development Kit (SDK[5]), ils peuvent créer facilement des services de bien‑être innovants exploitant des capteurs avancés et la plateforme santé. Les utilisateurs de Samsung Health peuvent ainsi bénéficier plus rapidement de nouvelles fonctionnalités utiles.

Pour protéger ces expériences, Samsung s’appuie sur Samsung Knox, une solution de sécurité propriétaire de niveau défense intégrée à de nombreux points de contact : appareils mobiles, électroménager, TV. Avec Knox, les utilisateurs peuvent gérer leurs informations sensibles en toute confiance au sein de l’écosystème Samsung.

En évoquant les cinq prochaines années de la santé à l’ère de l’AI, Pak a conclu : « Un compagnon quotidien qui sait qui je suis, ce dont j’ai besoin et à quel moment, m’aidera à atteindre mes objectifs de santé de manière fluide, grâce à des comportements de vie et à des services innovants proposés par nos partenaires.

[1] Les appareils Samsung Health sont exclusivement destinés au bien-être général. Ils ne sont pas destinés à détecter, diagnostiquer ou traiter des troubles médicaux ou des maladies. Les mesures éventuelles sont réservées à un usage personnel. Consultez un médecin pour obtenir des conseils.

[2] Le nombre d’utilisateurs de SmartThings correspond au nombre d’utilisateurs enregistrés dans le monde en mai 2026.

[3] Une connexion Wi-Fi est nécessaire et un compte Samsung est requis.

[4] Le nombre d’utilisateurs de Samsung Health est basé sur le nombre d’utilisateurs actifs mensuels à l’échelle mondiale en avril 2026.

[5] Les appareils Samsung Health sont exclusivement destinés au bien-être général. Ils ne sont pas destinés à détecter, diagnostiquer ou traiter des troubles médicaux ou des maladies. Les mesures éventuelles sont réservées à un usage personnel. Consultez un médecin pour obtenir des conseils.

Organisée sous le thème « Open Invitation to a Healthier Tomorrow », l’exposition de Samsung démontre comment la connexion des appareils, des services et des partenariats peut soutenir une gestion proactive du bien-être à la maison et à l’extérieur. La vision de Samsung en matière de soins connectés se concrétise à travers Samsung Health, la plateforme de bien-être intégrée de l’entreprise, qui offre des expériences de bien-être personnalisées dans cinq domaines clés du bien-être : le sommeil, l’activité physique, la nutrition, le bien-être mentale et les signes vitaux.

« Samsung propose des solutions de soins connectés uniques qui englobent l’écosystème Samsung composé de smartphones, d’appareils portables, d’appareils électroménagers et de TV, ainsi que nos partenariats ouverts » explique Stephanie Choi, Executive Vice President and Head of Global Brand Cente chez Samsung Electronics. « Nous continuons à travailler pour fournir diverses solutions de bien-être grâce à des partenariats ouverts afin de nous imposer comme un compagnon de bien-être quotidien fiable, alimenté par l’AI. »

Le stand d’exposition est organisé en trois zones :

• Media Façade : une interprétation vidéo du thème de l’exposition « Open Invitation to a Healthier Tomorrow », magnifiquement intégrée aux cinq domaines de bien-être clés de Samsung Health.
• Samsung’s Connected Care Ecosystem : un aperçu complet des solutions de soins connectés et des services clés.
• Open Care Lab : un espace mettant en avant la collaboration avec les partenaires et l’incubation de start-ups, qui comprend également une zone interactive.

La zone Samsung’s Connected Care Ecosystem constitue le cœur de l’exposition et montre comment les smartphones Galaxy, les montres Galaxy et l’application Samsung Health se connectent de manière transparente pour permettre une gestion proactive du bien-être. Cette zone offre également un aperçu de l’avenir de la gestion quotidienne du bien-être, grâce aux dernières fonctionnalités de Samsung Health, notamment le suivi via le Heart Health Score et les signes vitaux, ainsi que des indicateurs d’entraînement améliorés tels que la charge cardiovasculaire quotidienne, introduits dans la nouvelle mise à jour 7.0.[1]

Dans cette zone, Samsung présente son projet d’avenir en matière de bien-être numérique, qui vise à faire le lien entre bien-être et soins cliniques en intégrant la technologie de Samsung à Xealth, la plateforme de bien-être numérique américaine acquise par l’entreprise l’année dernière.

L’entreprise présente également son réfrigérateur Family Hub doté d’une AI sur mesure, qui permet une gestion intelligente de l’alimentation. AI Food Manager[2] suit les dates de péremption et envoie des alertes en temps opportun avant que les ingrédients n’atteignent la date limite d’utilisation fixée par l’utilisateur. De plus, le widget FoodNote[3] analyse les données sur les ingrédients stockées et utilisées au cours de la semaine écoulée, fournissant des informations personnalisées sur les aliments les plus fréquemment consommés par l’utilisateur.

Samsung présente également une solution de soins pour animaux de compagnie qui aide les utilisateurs à surveiller d’éventuels problèmes de bien-être à domicile. Grâce à une collaboration avec Lifet, une solution de gestion du bien-être des animaux de compagnie, les utilisateurs peuvent prendre une photo avec leur appareil mobile, que l’AI analyse ensuite pour détecter des signes associés à des problèmes tels que certaines affections dentaires, la luxation de la rotule et la cataracte.[4]

Parfaitement connectées via SmartThings, la plateforme Smart home (Maison intelligente) de Samsung, les solutions présentées dans la zone « Connected Care Ecosystem » protègent les données personnelles grâce à Knox, la solution de sécurité exclusive de Samsung.

Sur le stand de VivaTech 2026, L’Open Care Lab présente une gamme de solutions partenaires, notamment l’AI Beauty Screen développé en collaboration avec Amorepacific, une entreprise de beauté leader basée en Corée ; Visual Meditation, un service exclusif aux TV Samsung développé en collaboration avec CUZ ; et une solution d’analyse de la peau et du cuir chevelu basée sur l’AI par Becon, une entreprise fondée dans le cadre du projet de capital-risque interne de Samsung, C-Lab.

Les visiteurs peuvent prendre rendez-vous pour une expérience K-beauty personnalisée en utilisant l’AI Beauty Screen afin d’évaluer l’état de leur peau et de bénéficier d’une application de maquillage des lèvres sur mesure. Les participants peuvent également découvrir le service Visual Meditation sur une TV Samsung. Les participants peuvent également découvrir le service de méditation visuelle sur une TV Samsung.

Le 19 juin, une table ronde réunira des intervenants de renom aura lieu sur le stand Samsung, notamment Hon Pak, Head of Mobile eXperience (MX) Digital Health Team chez Samsung Electronics ; David Lee, dirigeant de Samsung Next ; Mike McSherry, PDG de Xealth; Alina Su, cofondatrice et PDG de Generation Lab ; et Michael Dubrovsky, cofondateur et PDG de SiPhox Health.

S’adressant à un public international, le panel discutera de la manière dont l’approche d’innovation ouverte de Samsung et son écosystème de partenaires collaboratifs peuvent contribuer à donner vie à sa vision des soins connectés.

[1] Certaines fonctionnalités pourraient être mises à disposition via de futures mises à jour logicielles, et leur disponibilité varie selon les marchés, les modèles d’appareils et d’autres facteurs.

[2] Une connexion Wi-Fi et un Samsung account sont nécessaires. Si l’aliment n’est pas reconnaissable, il peut être répertorié comme élément inconnu. AI Vision ne peut pas identifier ou répertorier les aliments contenus dans le congélateur. La reconnaissance utilise des modèles d’intelligence artificielle qui peuvent être mis à jour périodiquement pour améliorer les performances. L’utilisateur peut avoir besoin de vérifier et d’ajuster manuellement la liste pour s’assurer de son exactitude.

[3] Les utilisateurs peuvent avoir besoin de vérifier et d’ajuster manuellement la liste des aliments pour s’assurer de son exactitude.

[4] SmartThings app et Pet Care service doivent être installés. Parfaitement connectées via la plateforme de maison intelligente de Samsung, SmartThings, les solutions présentées dans la zone « Connected Care Ecosystem » protègent les données personnelles grâce à Knox, la solution de sécurité propriétaire de Samsung. La fonctionnalité d’analyse de bien-être basée sur l’AI est fournie par la solution Lifet d’Elevenliter et ne remplace pas le diagnostic d’un vétérinaire professionnel.

Sous le thème « Open Invitation to Healthier Tomorrow », l’entreprise démontrera comment des expériences intelligentes et connectées peuvent soutenir des approches plus proactives et préventives du bien-être.

Célébrant sa 10^e édition cette année, VivaTech est le plus grand événement européen consacré aux start-ups et à la technologie, qui vise à mettre en lumière des solutions innovantes et à relever des défis sociaux. L’exposition de cette année devrait attirer plus de 4 000 entreprises, qu’il s’agisse d’entreprises technologiques internationales bien établies ou de start-ups émergentes, afin de favoriser les partenariats, les investissements et la collaboration.

Organisée autour du thème « Artificial Intelligence: Impact, Not Illusion », VivaTech 2026 examinera la transition de l’industrie vers l’ère de l’AI à part entière. Des entreprises internationales devraient présenter des solutions d’AI dans le cadre de huit sous-thèmes : Productivité réinventée ; Souveraineté et éthique ; Énergie, Technologies vertes et mobilité ; Cybersécurité et défense ; Santé et longévité ; Risque, Développement & Évolutivité ; Industries créatives ; et Technologie au-delà des évidences.

Grâce à l’innovation ouverte, Samsung s’est efforcée d’intégrer l’AI de manière fluide dans la vie quotidienne de ses clients. La participation à VivaTech reflète son engagement à construire un écosystème plus large qui englobe à la fois les leaders de l’industrie et les start-ups. Le bien-être et la vitalité à long terme revêtant une importance stratégique croissante, Samsung et ses partenaires présenteront une gamme de services et de solutions, notamment la gestion intégrée de la santé via Samsung Health, ainsi que des innovations dans les domaines de la longévité et des soins aux animaux de compagnie.

Les participants auront également un aperçu des fonctionnalités de santé qui devraient être déployées dans l’écosystème connecté de Samsung, composé de téléphones mobiles, d’appareils portables et de services.

Le 19 juin, Samsung participera à une table ronde explorant l’avenir des expériences de santé basées sur l’AI et le rôle des écosystèmes connectés dans la mise en place d’un bien-être personnalisé à grande échelle.

Aux côtés de ses partenaires, Samsung participera à VivaTech 2026 avec une aspiration commune : Inspirer un avenir plus sain.

The Company posted KRW 133.9 trillion in consolidated revenue, an all-time quarterly high, representing a quarter-on-quarter (QoQ) increase of 43%. Operating profit was also an all-time high, increasing to KRW 57.2 trillion.

The Device Solutions (DS) Division posted a QoQ sales increase of 86%, with the Memory Business setting an all-time high for quarterly revenue and operating profit as a result of technological leadership in the memory market, as well as higher average selling price (ASP).

The Device eXperience (DX) Division posted a QoQ sales increase of 19%, supported by the launch of new flagship smartphones. Despite higher cost pressures, the Division expanded the sales of high-value-added products across businesses to preserve profitability

Semiconductors To Drive Structured Growth on AI-Related Demand

The DS Division posted KRW 81.7 trillion in consolidated revenue and KRW 53.7 trillion in operating profit for the first quarter.

The Memory Business surpassed its quarterly sales record by addressing high-value-added AI demand despite limited supply availability, with industry-wide memory price increases also a contributing factor.

Additionally, the Business led the memory market by utilizing its differentiated technology leadership. This included initiating the industry’s first mass product sales of HBM4 and SOCAMM2 for NVIDIA’s Vera Rubin platform, as well as the timely development of PCIe Gen6 SSDs.

In Q2 2026, the Memory Business anticipates demand to remain strong amid AI infrastructure expansion and is scheduled to deliver its first HBM4E samples to solidify technical leadership. The Business also aims to proactively capitalize on early demand for new GPUs and CPUs to be launched in the second half of 2026 and plans to continue its AI product-centric sales strategy for both DRAM and NAND.

In H2 2026, the Company expects server memory demand to remain strong as hyperscalers accommodate enterprises’ increasing adoption of AI and LLM services. Additionally, agentic AI is expected to accelerate growth in demand.

The Memory Business also seeks to spearhead the AI memory market based on technology competitiveness by continuing to expand its share of high-value-added AI products like DDR5, SOCAMM2 and others. At the same time, the Business plans to lead the initial PCIe Gen6 eSSD market with high-performance products focused on KV cache storage demand.

Earnings at the System LSI Business improved on the back of expanded SoC sales.

In Q2 2026, the System LSI Business aims to increase sales of SoCs and sensors for volume-tier smartphones.

In H2 2026, the Business plans to secure flagship SoC design wins and expand its 200MP sensor customer base and product lineup.

Earnings for the Foundry Business declined as a result of off-peak seasonality. However, it continued to maintain design wins focused on HPCs and established a foundation in the silicon photonics business.

In Q2 2026, the Business plans to reach full utilization of advanced-node production lines while targeting earnings improvement on increased HBM4 base-die supply. Development of the 1.4nm node remains on track, with the Business also pursuing the expansion of large-scale 2nm customers.

Looking ahead to H2 2026, the Foundry Business plans to start ramping up production of the second-generation 2nm process for mobile products, as well as the mass production of 4nm memory products and LPUs for AI and HPC customers. Furthermore, it aims to diversify its portfolio to include not just AI and HPC, but also the automotive and aerospace industries.

SDC To Build on Strengths in Differentiated Technologies and Premium Products

Samsung Display Corporation (SDC) posted KRW 6.7 trillion in consolidated revenue and KRW 0.4 trillion in operating profit for the first quarter.

For the small and medium display business, SDC reported a decline in earnings due to seasonal effects and the impact of higher memory prices, while its large display business maintained stable sales on robust demand for OLED gaming monitors.

In Q2 2026, SDC’s small and medium display business will focus on sales in the relatively resilient high-end segment despite overall weak market demand, and its large display business aims to capture demand supported by new product launches and the impact of global sporting events.

In H2 2026, SDC expects continued market uncertainty and low visibility in small and medium displays, and it will pursue higher revenues via premium products with differentiated technology as well as 8.6G IT OLED mass production. In large displays, it intends to solidify its position in the premium TV market while expanding its customer base in monitors.

MX To Secure Revenue Expansion With Diverse Product Mix

The MX and Networks Businesses posted KRW 38.1 trillion in consolidated revenue and KRW 2.8 trillion in operating profit for the first quarter.

The MX Business saw sales and profit increase as a result of its premium product mix, securing single-digit profitability via proactive cost optimization.

In Q2 2026, amid diminishing launch effects, QoQ revenue is expected to decline. However, the MX Business will drive year-on-year (YoY) revenue growth via flagship sales and new A-series devices.

In H2 2026, the MX Business plans to pursue comprehensive growth by solidifying flagship-led sales and upselling initiatives while staying ahead of evolving customer needs by strengthening the product development of foldables. It will also pursue efficiency initiatives to mitigate the impact of rising cost pressures on profitability.

In Q1 2026, the Networks Business experienced a decline in earnings QoQ and YoY as it faced investment headwinds in the telecommunications industry. In Q2 2026, it intends to improve earnings via overseas sales expansion. Looking to H2 2026, the Business plans to capitalize on leadership in vRAN, ORAN and AI-RAN to capture new markets while securing profitability through structural cost discipline.

CE Business and Harman To Further Advance Product Lineups and AI Functionality

The Visual Display (VD) and Digital Appliances (DA) Businesses posted KRW 14.3 trillion in consolidated revenue and KRW 0.2 trillion in operating profit in the first quarter.

The VD Business saw improved profitability through solid sales of premium and big-size TVs as well as resource optimization.

In Q2 2026, the VD Business will target increased revenue by capturing sporting-event-driven demand with a strengthened product lineup. In H2 2026, it intends to solidify TV sales leadership via AI features while accelerating service and OS business expansion.

Meanwhile, the DA Business experienced a limited improvement to earnings in Q1 2026 amid cost pressures and tariffs. In Q2 2026, it will drive revenue growth through a new premium lineup and a recovery in demand for air conditioners. In H2 2026, the Business aims to implement cost efficiency initiatives while driving premium sales.

Harman posted an earnings decline in Q1 2026 due to increased expenses amid memory constraints and audio seasonality. In Q2 2026, it expects earnings to grow on increased auto supply, and in H2 2026, it will seek to maintain profitable momentum through increased automotive supply and premium audio sales.

• Consolidated Sales: Approximately 133 trillion Korean won
• Consolidated Operating Profit: Approximately 57.2 trillion Korean won

The above estimates are based on K-IFRS. Please note that Korean disclosure regulations do not allow earnings estimates to be offered as a range. To comply with such regulations, the above figures represent the median of the estimate ranges provided below.

• Sales: 132 trillion to 134 trillion Korean won
• Operating Profit: 57.1 trillion to 57.3 trillion Korean won

2025 4Q and 2025 1Q consolidated figures based on K-IFRS are as follows

In the quarter ended December 31, 2025, the Company posted its highest-ever quarterly consolidated revenue at KRW 93.8 trillion, representing a quarter-on-quarter (QoQ) increase of 9%. Operating profit was also an all-time high, at KRW 20.1 trillion. For the full year, the Company reported KRW 333.6 trillion in annual revenue and KRW 43.6 trillion in operating profit.

The Device Solutions (DS) Division posted a QoQ sales increase of 33%, with the Memory Business setting an all-time high for quarterly revenue and operating profit, driven by expanded sales of HBM and other high-value-added products, as well as the overall market price surge.

The Device eXperience (DX) Division experienced a sequential decline in revenue of 8% due to reduced launch effects from new smartphone models, as well as intense market competition.

R&D investments totaled KRW 10.9 trillion, representing a QoQ increase of KRW 2 trillion and setting a full-year record of KRW 37.7 trillion.

Looking ahead to Q1 2026, the DS Division expects AI and server demand to continue increasing, leading to more opportunities for structural growth. In response, the Division will continue to focus on profitability via a strong emphasis on high-performance products.

In 2026 as a whole, the DS Division aims to lead the AI era with product competitiveness amid a rapidly growing demand environment, particularly by expanding the sales of AI-related offerings in both DRAM and NAND.

In 2026, the DX Division plans on expanding AI-driven product offerings and integrating AI technologies across the full device, feature and service ecosystem. The Division will maintain a focus on profitable growth by ensuring component supply stability, implementing efficiency initiatives and bringing the best AI experiences to customers as a leader in the AI era.

Semiconductors To Continue Increasing Revenue

The DS Division achieved a quarterly consolidated revenue of KRW 44.0 trillion and an operating profit of KRW 16.4 trillion for the fourth quarter of 2025.

In Q4 2025, despite limited supply availability, the Memory Business achieved record highs in quarterly revenue and operating profit by addressing strong conventional DRAM demand while expanding HBM sales amid an overall increase in prices. The Business focused on improving profitability via higher sales of high-value-added products such as HBM, server DDR5 and enterprise SSDs.

In Q1 2026, the ongoing AI boom is expected to continue driving favorable market conditions across the industry, and the Memory Business plans to keep prioritizing high-value-added products for AI applications. The Memory Business is on track to begin delivering HBM4 products this quarter — including those with industry-leading 11.7Gbps performance — with the aim of reestablishing a leadership position in the high-end HBM market.

In 2026, the Memory Business will continue to maintain close partnerships with customers based on product competitiveness and aims to address customer demand through the timely shipment of competitive HBM4 and the expansion of sales of AI-related products such as DDR5, SOCAMM2 and GDDR7. It also plans to proactively address AI-related NAND demand with a focus on scaling up sales of high-performance TLC products for Key Value SSD demand for inference.

Earnings for the System LSI Business declined in Q4 2025, due to seasonal demand softness and adjustments to key customer product schedules. However, image sensor revenue grew on the back of new 200MP and 50MP big-pixel products.

In Q1 2026, earnings are expected to recover with new product launches, while image sensor leadership will be reinforced by an expanded 200MP lineup.

In 2026, the System LSI Business will focus on earnings improvement by expanding sales based on differentiated system-on-a-chip (SoC) performance and stabilized yields. In image sensors, the Business will continue to strengthen its competitiveness in fine-pixel technology and sustain its leadership through Nanoprism technology, which enhances light sensitivity.

In Q4 2025, the overall revenue for the Foundry Business increased on strong demand from customers in major markets, while earnings improvement was limited as a result of provisional costs. The Business also commenced mass production of first-generation 2nm products and began shipments of 4nm HBM base-die products.

Looking ahead to Q1 2026, revenue is expected to decline sequentially due to seasonal weakness. Orders are projected to expand, however, largely due to orders from HPC and mobile customers.

As for 2026, the Foundry Business is targeting double-digit revenue growth and improvement in profitability, driven by advanced nodes. It plans to ramp up production of second-generation 2nm products and prepare for the production of performance- and power-optimized 4nm processes. Additionally, it aims to strengthen competitiveness by providing optimized solutions through the integration of logic, memory and advanced packaging technologies.

SDC To Maintain Market Leadership Through Differentiated Technologies

SDC posted KRW 9.5 trillion in consolidated revenue and KRW 2.0 trillion in operating profit for the fourth quarter.

For small and medium displays, SDC achieved solid performance driven by supply stability and increased smartphone demand from major customers, with the expansion of sales in the IT and automotive segments also contributing to earnings growth. The large display business recorded revenue growth by responding to market demand during the year-end peak season.

In Q1 2026, SDC anticipates soft smartphone demand and will accordingly seek to expand sales through the timely development and supply of displays for new major flagship smartphones. For large displays, it aims to proactively respond to the launch of new QD-OLED products and expand sales.

In 2026, SDC will advance its leadership in the smartphone market based on differentiated technologies. It will continue its premium market leadership in TVs by focusing on new high-brightness products, and for monitors, it plans to drive sales expansion based on differentiated performance advantages.

MX To Accelerate Momentum by Advancing AI Leadership

The Mobile eXperience (MX) and Networks Businesses posted KRW 29.3 trillion in consolidated revenue and KRW 1.9 trillion in operating profit for the fourth quarter.

The MX Business achieved double-digit annual profit in 2025 through flagship growth and stable sales of tablets and wearables, although smartphone sales declined in Q4 as new model launch effects normalized.

In Q1 2026, the Business plans to further strengthen its AI smartphone leadership by delivering Agentic AI experiences with the launch of the Galaxy S26 series. It also aims to ensure sustained profitability driven by flagship sales expansion and resource optimization, in addition to addressing global competitive uncertainties by strengthening supply stability.

In 2026, the MX Business intends to consolidate its mobile AI leadership by leveraging next-generation AI experiences as well as innovation in slimmer and lighter form factors. Additionally, it will pursue comprehensive growth across all segments via AI-driven product sales and new market expansion, while upholding a steadfast commitment to profitability through process optimization amid persistent cost pressures.

In Q4 2025, the Networks Business reported improvement to both QoQ and YoY earnings, supported by sales growth in North America. In Q1 2026, the Business aims to drive revenue growth through new orders amid investment headwinds in the telecommunications industry. Throughout the year, the Business will leverage its leadership in vRAN and ORAN to penetrate new markets while securing profitability through cost optimization.

CE Business and Harman Pursue Growth Through Differentiated Customer Experiences

The VD and DA Businesses posted KRW 14.8 trillion in consolidated revenue and KRW 0.6 trillion in operating loss in the fourth quarter.

In Q4 2025, the VD Business saw expanded revenue through robust sales of premium Neo QLED and OLED products as well as an effective response to peak seasonal demand. As intense market competition persisted, however, profitability remained under pressure.

In Q1 2026, the Business will focus on revenue growth and profitability improvement based on reinforced new product lineups such as Micro RGB TVs, as well as high-value-added products like Super Big TVs, QLEDs and OLEDs.

In 2026, the VD Business aims to drive revenue growth by targeting replacement demand driven by global sports events. It will also utilize differentiated AI-based customer experiences to enhance sales leadership.

Earnings for the DA Business declined in Q4 2025 as a result of low seasonal demand for air conditioners and shifting global trade conditions.

In Q1 2026, the Business anticipates an improvement in earnings driven by the expansion of AI product sales and a seasonal recovery in air conditioner demand.

In 2026, the DA Business will seek to accelerate the sales of AI products and expand growth pillars in business-to-business, direct-to-consumer and subscription-based areas. Additionally, along with cost-efficiency initiatives, it will drive HVAC growth through its synergies with FläktGroup — arising from Samsung Electronics’ recent acquisition of the leading European HVAC company.

Harman posted KRW 4.6 trillion in consolidated revenue and KRW 0.3 trillion in operating profit in the fourth quarter.

In Q4 2025, Harman achieved revenue growth by expanding automotive product supply to European OEMs and releasing new portable and true wireless sound (TWS) models, successfully addressing peak season demand and strengthening its brand portfolio.

In Q1 2026, the company aims to expand automotive sales, particularly the sales of digital cockpit and car audio products. It also plans on maintaining revenue growth in its consumer audio offerings.

In 2026, Harman will seek to strengthen its high-growth businesses in automotive and expand orders by acquiring advanced driver assistance system (ADAS) capabilities. In audio, it will strive to expand sales of premium products based on a reinforced brand portfolio.