Samsung posted its Q2 2026 earnings today, and the gap between its phone and chip businesses is hard to miss. In the company’s earnings release, Samsung said its DX mobile division fell to an 800 billion won operating loss despite solid Galaxy S26 and A-series sales. Meanwhile, the Device Solutions chip division delivered a record 89.2 trillion won in operating profit, lifting Samsung’s total operating profit to 89.5 trillion won on revenue of 171.5 trillion won.
The reason for that split is pretty clear. Samsung says memory and component costs rose sharply, squeezing phone margins hard enough to push the mobile business into its first quarterly operating loss. The semiconductor side had a very different quarter: a global memory shortage, along with strong demand for high-performance chips used in next-generation servers and large-scale computing systems, gave that business much stronger pricing power.
That matters beyond Samsung’s own results. If component costs keep rising, phone prices across the industry are likely to move up too, and budget and midrange devices will probably feel the biggest percentage hit. Samsung also said it expects strong memory demand in the second half of 2026 and is shifting its mobile strategy toward higher-value products, even as its MX and Network businesses could still post full-year losses.
If you’re watching smartphone prices or the memory market, this quarter gives you a pretty good sense of where things could be headed.
You can read Samsung’s full Q2 2026 earnings release on Samsung’s investor relations platform.
Author: Chema Carvajal Sarabia
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