SAMSUNG ELECTRO-MECHANICS

In the fourth quarter, Samsung Electro-Mechanics recorded consolidated revenue of KRW 2.9021 trillion and operating profit of KRW 239.5 billion. For the full year 2025, the company achieved revenue of KRW 11.3145 trillion and operating profit of KRW 913.3 billion. This represents a 10% increase in revenue and a 24% increase in operating profit compared to the previous year, marking the highest annual revenue in the company’s history.

Compared to the same period last year, Q4 2025 revenue grew by KRW 409.8 billion (16%) and operating profit increased by KRW 124.5 billion (108%). Driven by robust demand for premium solutions in AI, automotive, and server applications, the company expanded its supply of MLCCs for AI servers and FCBGAs for AI accelerators, resulting in significant growth in both revenue and operating profit YoY.

This year, the AI/server and automotive markets are expected to see sustained growth, fueled by expanding global AI infrastructure investment and increased adoption of autonomous driving. Samsung Electro-Mechanics plans to strengthen its high value-added product lineup for AI and automotive applications while establishing mid- to long-term growth foundations through new technologies such as glass substrates and components for humanoid robots.

Samsung Electro-Mechanics Quarterly Performance 

(Unit: KRW 100 million) 

Business Unit Performance and Outlook

[Component Solution]

The Component Solution business posted Q4 revenue of KRW 1.3203 trillion, up 22% YoY. Although revenue decreased 4% QoQ due to year-end inventory adjustments, the business saw growth driven by expanded supply of MLCCs for AI/servers and power applications.

This year, demand in industrial and automotive markets is expected to continue growing due to ongoing AI infrastructure investment and ADAS expansion. The company plans to increase supply of high value-added products for AI/industrial sectors, such as servers and networks, and strengthen its automotive MLCC lineup with high-capacity and high-voltage products.

[Package Solution]

The Package Solution business recorded Q4 revenue of KRW 644.6 billion, up 17% YoY and 9% QoQ. Growth was primarily driven by increased supply of high value-added package substrates, including FCBGAs for global big tech servers, AI accelerators, and autonomous driving systems, as well as BGAs for mobile APs.

In 2026, with the data center market expected to grow rapidly, robust demand for high value-added FCBGAs for AI, servers, and networks is anticipated. Samsung Electro-Mechanics plans to expand revenue by supplying substrates to new big tech customers and will establish supply strategies to prepare for full production line utilization in the second half of the year.

[Optical Solution]

The Optical Solution business posted Q4 revenue of KRW 937.2 billion, up 9% YoY and 2% QoQ. Performance improved following the launch of differentiated high-performance camera modules for IT applications and expanded supply of automotive camera modules for global electric vehicles.

This year, with the advancement of ADAS and the expansion of new applications like humanoids, demand for high-performance smartphone cameras is expected to rise.

Accordingly, the company will focus on supplying specialized automotive products, such as heaters and water-repellent coatings, and developing slim, optical-zoom camera modules for smartphones. The company also aims to secure next-generation technologies like high-reliability actuators to proactively respond to the Physical AI market.

Samsung Electro-Mechanics Revenue by Business Unit 

(Unit: KRW 100 million)