Business · Companies · 1 hr ago
Samsung expands custom chips and 200-megapixel sensors as demand slows
Samsung Electronics said mobile and IT demand is still slowing during its third-quarter 2026 earnings call.
The company’s System LSI business makes semiconductors, including chips and image sensors.
It plans to expand custom system-on-chips and high-resolution image sensors as it responds to weaker demand.
Samsung said System LSI revenue grew from the previous quarter.
The increase followed wider SoC use in new models and higher 200-megapixel sensor sales.
The strategy matters because it gives Samsung areas of growth while the broader mobile and IT markets remain subdued.
Samsung Electronics said mobile and IT demand continued to slow.
The company said it would expand its custom system-on-chip and high-resolution image-sensor businesses.
Its System LSI division reported higher revenue than in the previous quarter.
The division attributed the growth to more SoC adoption in second-half new models and increased sales of 200-megapixel image sensors.
- Who
- Samsung Electronics, including its System LSI division.
- What
- The company said it would expand its custom SoC and high-resolution image-sensor businesses as mobile and IT demand slowed.
- When
- October 29, 2026, during its third-quarter earnings call.
- Where
- Not stated.
- Why
- Mobile and IT demand continued to slow; the company cited increased SoC adoption and 200-megapixel sensor sales as drivers of System LSI revenue growth.
This story does not have two clearly opposing sides.
Samsung’s System LSI division said revenue grew from the previous quarter, supported by SoC adoption in new models and increased 200-megapixel image-sensor sales.
Samsung discussed continuing demand weakness and plans to expand its custom SoC and high-resolution sensor businesses on its third-quarter earnings call.
- Earnings call
- October 29, 2026
- Business unit
- System LSI
- Sensor resolution
- 200 megapixels
- Revenue comparison
- Grew from the previous quarter
What people are saying
Mobile market slowdown continues…breaking through with custom SoCs and 200-megapixel sensors