Mizuho Securities reports Samsung Electronics is well-positioned to navigate the global smartphone market.
Analysts forecast the global smartphone market will shrink by 9% in 2026.
The report forecasts Samsung shipments will remain stable despite the broader market contraction.
Internal memory supplies provide the company a competitive edge in the flagship segment.
Rising component costs recently caused an operating loss for Samsung’s mobile division.
The semiconductor business offsets these losses through high demand for AI and smartphone memory chips.
Samsung’s integrated supply chain offers a unique advantage over rivals lacking internal component production.