The Tip Desk

Samsung Electronics DS Division Drives Revenue Growth

The semiconductor maker reported that DS division revenue rose 294.7% year-on-year.

The semiconductor maker saw a significant shift in its business composition during the first half of 2026, with the DS division accounting for 68.5% of total revenue. This segment experienced a revenue increase of 294.7% compared to the same period last year. The growth was supported by a 220% rise in the average selling price of memory products compared to the previous year's annual average.

Other business units showed mixed trajectories. The DX division revenue grew 5.7% year-on-year. Within this segment, smartphone average selling prices rose 7% compared to the previous year's annual average, while TV average selling prices fell 4%. Both the SDC and Harman units reported revenue increases of 15.8% year-on-year. SDC saw a 1% increase in the average selling price of OLED panels for smartphones, while Harman's digital cockpit average selling prices declined 3%.

Regional performance varied across the company's global operations. The company reported revenue growth in China, the Americas, and the Asia-Africa region compared to the prior year's half-period. The company operates through 309 subsidiaries globally, including 9 regional headquarters under the DX division and 5 under the DS division,.

The company is currently focusing on AI-related demand to strengthen its market leadership. The System LSI unit is addressing a slowdown in smartphone demand caused by rising memory prices by expanding high-value product orders and securing new applications. The SOC business has entered the Galaxy Flip 8 model and is seeking new custom SOC opportunities linked to the spread of Agentic AI.

Future growth in the Foundry business is expected to be driven by steady demand. The company plans to begin mass production of second-generation 2-nanometer mobile products and 4-nanometer products for AI and HPC in the second half of the year.