The benefit of Samsung in the fourth quarter is lower than the estimates of the AI ​​request

Samsung Electronics Friday, on Friday, revenues better than expected in the fourth quarter on Friday, from year to year, although its operating profit has dropped sharply compared to the previous quarter due to the increase in R&D expenses in its flea segment.

Here are the results of the fourth quarter of Samsung compared to Lseg Smartestimate, which is balanced towards the forecasts of analysts who are more regularly accurate:

• Income: 75.8 Billions of Koreans won ($ 52.2 billion) against KRW 75.4 Billions
• Operating profit: KRW 6.5 Billion against KRW 6.8 Billions

Income increased by around 12% compared to the same period compared to last year, while operating profit increased by around 130%, from year to year. However, operating profit dropped by almost 30% and income has dropped by more than 4%, quarter in quarter.

Samsung shares fell 2.2% in South Korea on Friday morning.

Fourth quarter income beat Samsung’s own advice on KRW 75 Billions, while operating profit complied with the company’s forecasts.

Samsung is one of the main manufacturers of memory flea, which are used in devices such as laptops and servers, and is also the second world player in the smartphones market.

“Although the income and operating benefits of the fourth quarter have decreased on a quarter -in -quarter basis (QOQ), annual income reached the second highest recorded, exceeded in 2022,” said Samsung in its press release .

During the full year, Samsung said KRW 300.9 Billion income and KRW 32.7 Billion operating profits. In 2023, the company recorded an annual turnover of 258.94 Billions of KRW and an operating profit of 6.57 Billions of KRW.

For the current quarter, Samsung said that profits could be limited due to the weakness of its semiconductor activity, but that it would continue growth through AI smartphones and other premium devices.

“For 2025 as a whole, the company plans to improve technological advantages and products in AI, to continue to meet the future demand of high -value products and to stimulate sales growth in premium segments” , he added.

The Chip activity of Samsung Electronics posted an operating profit of 2.9 Billions of KRW in the fourth quarter, down more than 25% compared to the three months ending in October, while its annual figures arrived in Below that of SK Hynix.

This despite Samsung’s memory activities carrying out a record turnover of the fourth quarter of 30.1 Billions helped by demand for its advanced memory products used for AI applications.

“(O) The benefit of permission has decreased slightly compared to the previous quarter due to the increase in R&D expenses to guarantee future technological leadership, as well as the initial rise in power to guarantee the production capacity of advanced knots, “said Samsung.

Samsung and SK Hynix provide both Dram or Dynamic Random Access Memory, Products – a type of semiconductor memory necessary for data processing.

However, SK Hynix left Samsung behind in HBM, or a high bandwidth memory, a type of dram, in which the chips are stacked vertically to save space and reduce energy consumption.

According to Samsung, its memory activity reduces inherited products to better align with market demand and increase its proportion of value -added value products, such as HBM.

“In 2025, the overall demand for the memory market should recover from the second quarter,” said Samsung, warning that its income should remain low during the current quarter.