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Samsung Electro-Mechanics
Samsung Electro-Mechanics (A009150) investor relations material
Samsung Electro-Mechanics Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary23 Jan, 2026
Executive summary
Q4 2025 sales reached KRW 2,902.1B, up 16% YoY and 0.5% QoQ, with net income at KRW 222.8B, a 7% YoY increase.
Q4 saw continued AI-related revenue growth, with strong demand for AI server and power applications, and solid performance in industrial and automotive MLCCs, Flip-chip BGA, and camera modules.
Package Solution Division Q4 revenue reached KRW 644.4B, up 9% QoQ and 17% YoY, driven by increased supply to big tech customers.
Optic Solution Division Q4 revenue was KRW 937.2B, up 2% QoQ and 9% YoY, with growth in both IT and automotive camera modules.
Operating profit margin was 8.3%, down from 9.0% in Q3 2025 but up from 4.6% in Q4 2024.
Financial highlights
Gross profit for Q4 2025 was KRW 602.6B, up 37% YoY, with a gross margin of 20.8%.
Operating profit was KRW 239.5B, up 108% YoY but down 8% QoQ.
Pre-tax profit reached KRW 268.9B, up 36% YoY.
Q4 MLCC shipments decreased QoQ due to seasonality, but AI-related shipments remained solid; blended ASP increased QoQ due to a higher mix of high-end products.
Q4 BGA market demand slightly decreased QoQ due to seasonality, but ARM CPU-related new product demand increased.
Outlook and guidance
2026 MLCC market expected to see solid demand in industrial and automotive sectors, driven by AI infrastructure and xEV adoption.
FCBGA demand projected to remain strong, with capacity expected to reach full utilization and potential for further expansion.
Camera module business to focus on high-end, differentiating technologies for IT, automotive, and humanoid applications.
CapEx is expected to increase YoY in 2026, with investments in new overseas plants, high-end MLCC, package substrates, and new business areas like glass substrates.
Q1 2026 expected to deliver both QoQ and YoY growth, with strong AI, server, and automotive demand offsetting seasonal IT softness.
Impact of Q4 inventory adjustments on 2026?
Package Solution capacity expansion investment plans?
Flexibility of 20%+ payout ratio policy?
FCBGA capacity expansion for new big tech accounts
MLCC supply strategy for tight AI server demand
Glass substrate JV and market entry strategy
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Next Samsung Electro-Mechanics earnings date
Q1 202628 Apr, 2026
Samsung Electro-Mechanics
Next Samsung Electro-Mechanics earnings date
Q1 202628 Apr, 2026
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Frequently asked questions
Samsung Electro-Mechanics Co Ltd is a South Korea-based company engaged in the development, manufacturing, and sale of electronic components. The company operates through key segments including passive components, such as multilayer ceramic capacitors (MLCCs); optical and camera modules; and semiconductor substrates. Its products are widely used in consumer electronics, mobile devices, automotive electronics, and industrial applications. Samsung Electro-Mechanics supplies components to global electronics manufacturers and is part of the Samsung Group. The company is headquartered in Suwon, South Korea, and its shares are listed on the KRX.
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