While Samsung Electronics expects record-breaking profits for Q2 2026, chiefly acknowledgment to its semiconductor business, the mobile part mightiness spot its first-ever quarterly loss. According to DealSite South Korea analysis, Samsung MX's net could scope betwixt KRW 1.9 trillion ($1.38 billion) nett and KRW 1.5 trillion ($1.09 billion) loss. Still, the astir probable script is simply a nonaccomplishment of $364-$729 million.
This mightiness beryllium astonishing for immoderate fixed the strong Galaxy S26 bid performance, but if you've been pursuing the representation spot prices lately, that astir apt doesn't travel arsenic a surprise. The analysts judge that the rising representation spot prices are eating distant astatine Samsung's profits.
Interestingly enough, adjacent during Samsung's Note7 artillery crisis, the mobile limb reported a humble $73 cardinal profit.
Market investigation shows that RAM spot outgo for an $800 telephone has risen from 14% to 23%, portion NAND flash retention present accounts for 15% of the phone's accumulation cost.
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