Samsung Electro-Mechanics Co Ltd
KRX:009150
Samsung Electro-Mechanics Co Ltd
Samsung Electro-Mechanics Co., Ltd. weaves an intricate tapestry in the technological sector, known for its precision engineering and innovative components that power some of the world's most used devices. Founded in 1973 as part of the Samsung conglomerate, the company began with a mission to supply pivotal parts that fuel the rapid evolution of electronics. Over the decades, Samsung Electro-Mechanics has matured into a key player by focusing on core areas such as component manufacturing, which includes high-performance capacitors, advanced substrates, and complex circuit modules. The company's technological prowess is not just rooted in its state-of-the-art manufacturing capabilities but also in its relentless pursuit of miniaturization and efficiency, factors critical to the success of devices from smartphones to automotive systems.
Through its meticulous strategy of integrating design and production processes, Samsung Electro-Mechanics has carved a niche in sectors that demand superior reliability and innovation. The company adeptly balances its revenue streams across various domains, including networking, communications, and automotive electronics. In essence, Samsung Electro-Mechanics capitalizes on its strong R&D focus and agile production methods to deliver products that are integral to modern gadgets and tech infrastructure. By delivering components that enhance functionality and connectivity, the company remains a vital cog in the Samsung Group's machinery while also diversifying its client base across the tech landscape. This strategy of harnessing industrial synergies positions Samsung Electro-Mechanics as a linchpin in the fabric of global technological advancement.
Samsung Electro-Mechanics Co., Ltd. weaves an intricate tapestry in the technological sector, known for its precision engineering and innovative components that power some of the world's most used devices. Founded in 1973 as part of the Samsung conglomerate, the company began with a mission to supply pivotal parts that fuel the rapid evolution of electronics. Over the decades, Samsung Electro-Mechanics has matured into a key player by focusing on core areas such as component manufacturing, which includes high-performance capacitors, advanced substrates, and complex circuit modules. The company's technological prowess is not just rooted in its state-of-the-art manufacturing capabilities but also in its relentless pursuit of miniaturization and efficiency, factors critical to the success of devices from smartphones to automotive systems.
Through its meticulous strategy of integrating design and production processes, Samsung Electro-Mechanics has carved a niche in sectors that demand superior reliability and innovation. The company adeptly balances its revenue streams across various domains, including networking, communications, and automotive electronics. In essence, Samsung Electro-Mechanics capitalizes on its strong R&D focus and agile production methods to deliver products that are integral to modern gadgets and tech infrastructure. By delivering components that enhance functionality and connectivity, the company remains a vital cog in the Samsung Group's machinery while also diversifying its client base across the tech landscape. This strategy of harnessing industrial synergies positions Samsung Electro-Mechanics as a linchpin in the fabric of global technological advancement.
Revenue Growth: Q4 revenue reached KRW 2,902.1 trillion, up 0.5% quarter-over-quarter and 16% year-over-year.
Profitability: Operating profit for Q4 was KRW 239.5 billion, down 8% sequentially but more than doubled year-over-year.
MLCC Demand: MLCC business saw strong year-over-year growth driven by high demand in AI, server, and automotive markets; high-end and industrial MLCCs are a focus.
Flip Chip BGA: Flip Chip BGA demand and revenue are expected to remain robust, with potential for full capacity utilization and further expansion to meet big tech demand.
Optics and Cameras: Camera modules for flagship smartphones and automotive applications performed well, with a focus on differentiated technology for new growth areas like robotics.
CapEx Plans: Capital expenditures will increase in 2026, with investments aimed at high-end MLCC, package substrates, and new business areas such as glass substrates.
Positive Outlook: Management expects continued growth in MLCC, Flip Chip BGA, and camera modules throughout 2026, despite macro uncertainties.
