South Korea · Delayed Price · Currency is KRW Samsung Electro-Mechanics Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw double-digit revenue and profit growth QoQ and YoY, driven by strong AI, data center, and automotive demand. Tight supply and rising raw material costs are leading to price negotiations and capacity expansions, with robust outlook for H2.
Fiscal Year 2025
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Q4 saw strong AI, server, and automotive demand driving revenue growth in MLCC, FCBGA, and camera modules, with high utilization and increased ASPs. 2026 outlook remains robust, supported by capacity expansion, new product launches, and investments in high-growth and new business areas.
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Q3 saw double-digit YoY revenue and profit growth, led by strong AI, automotive, and server demand. All divisions posted gains, with robust outlooks for high-end MLCCs, substrates, and camera modules despite external uncertainties and tight supply dynamics.
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Q2 2025 saw revenue and profit growth driven by strong demand in industrial and automotive MLCCs, AI server substrates, and specialty camera modules. Despite external uncertainties like tariffs and FX rates, Q3 is expected to see continued momentum in high-value segments.
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Q1 saw strong revenue and profit growth, led by robust demand in AI, automotive, and high-end components. Outlook for Q2 remains positive for industrial and automotive segments, though tariff and macroeconomic uncertainties persist.
Fiscal Year 2024
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Q4 revenue grew 8% YoY but fell 5% QoQ, with operating profit down 49% QoQ. Automotive and AI-related segments drove growth, while CapEx will rise in 2025 to support high-value areas. Full-year 2025 outlook remains positive despite external uncertainties.
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Q3 saw strong revenue and profit growth, led by high-end MLCC, flip chip BGA, and automotive camera modules, despite external headwinds. Q4 is expected to be seasonally softer, but demand for AI, server, and automotive products remains robust, supporting a positive 2025 outlook.
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Q2 saw revenue up 16% YoY but down 2% QoQ, with operating profit rising 15% QoQ. Strong growth in MLCC and package substrates for AI and automotive offset weaker camera module sales. Q3 is expected to benefit from seasonal demand and new product launches.