{"@context":"https://neupai.io/schema/v0.2","@type":"StructuredNewsArticle","identity":{"article_id":"samsung_20260730_q2-earnings","canonical_url":"https://news.samsung.com/kr/%ec%82%bc%ec%84%b1%ec%a0%84%ec%9e%90-2026%eb%85%84-2%eb%b6%84%ea%b8%b0-%ec%8b%a4%ec%a0%81-%eb%b0%9c%ed%91%9c","ai_url":null,"publisher":{"name":"삼성전자 뉴스룸","domain":"news.samsung.com","type":"online"},"author":"삼성전자 뉴스룸","published_at":"2026-07-30T08:54:00.000Z","updated_at":null,"language":"ko","article_type":"press_release_based","originality":"press_release_rewrite"},"content":{"headline":"삼성전자, 2026년 2분기 실적 발표","summary":"삼성전자가 2026년 2분기 매출 171.5조원, 영업이익 89.5조원을 기록하며 역대 최대 분기 실적을 달성했다. DS 부문은 AI 수요 강세로 호조를 보인 반면, DX 부문은 부품 원가 상승으로 영업이익이 감소했다.","topics":["경제","반도체","실적","AI","스마트폰"],"geography":["KR"],"entities":[{"name":"삼성전자","canonical_id":"corp:kr:samsung-electronics","type":"company","role_in_article":"primary_subject","metadata":{"ticker":"005930.KS","parent":null}},{"name":"DS(Device Solutions)부문","canonical_id":"org:kr:samsung-ds","type":"organization","role_in_article":"mentioned","metadata":{"parent":"corp:kr:samsung-electronics"}},{"name":"DX(Device eXperience)부문","canonical_id":"org:kr:samsung-dx","type":"organization","role_in_article":"mentioned","metadata":{"parent":"corp:kr:samsung-electronics"}},{"name":"하만","canonical_id":"corp:us:harman","type":"company","role_in_article":"mentioned","metadata":{"parent":"corp:kr:samsung-electronics"}},{"name":"디스플레이","canonical_id":"org:kr:samsung-display","type":"organization","role_in_article":"mentioned","metadata":{"parent":"corp:kr:samsung-electronics"}},{"name":"HBM4","canonical_id":"product:kr:hbm4","type":"product","role_in_article":"mentioned","metadata":{}},{"name":"HBM4E","canonical_id":"product:kr:hbm4e","type":"product","role_in_article":"mentioned","metadata":{}},{"name":"갤럭시 S26 시리즈","canonical_id":"product:kr:galaxy-s26-series","type":"product","role_in_article":"mentioned","metadata":{}}],"claims":[{"id":"c1","statement":"삼성전자는 2026년 2분기 매출 171.5조원, 영업이익 89.5조원을 기록했다","as_of":"2026-Q2","as_of_explicit":true,"as_of_raw":"2026년 2분기","source_type":"company_disclosure","comparison":null,"type":"fact","figures":{"value":171500000000000,"unit":"KRW","approximate":false,"converted":null},"expiry_hint":null,"insight":null},{"id":"c2","statement":"2026년 2분기 영업이익은 89.5조원으로 역대 최대치를 기록했다","as_of":"2026-Q2","as_of_explicit":true,"as_of_raw":"2026년 2분기","source_type":"company_disclosure","comparison":"all_time_high","type":"fact","figures":{"value":89500000000000,"unit":"KRW","approximate":false,"converted":null},"expiry_hint":null,"insight":null},{"id":"c3","statement":"전사 매출은 전분기 대비 37.6조원 증가한 171.5조원(28% 증가)을 기록했다","as_of":"2026-Q2","as_of_explicit":true,"as_of_raw":"2026년 2분기","source_type":"company_disclosure","comparison":"previous_quarter","type":"fact","figures":{"value":28,"unit":"%","approximate":false,"converted":null},"expiry_hint":null,"insight":null},{"id":"c4","statement":"영업이익은 전분기 대비 32.3조원 증가한 89.5조원(56% 증가)을 기록했다","as_of":"2026-Q2","as_of_explicit":true,"as_of_raw":"2026년 2분기","source_type":"company_disclosure","comparison":"previous_quarter","type":"fact","figures":{"value":56,"unit":"%","approximate":false,"converted":null},"expiry_hint":null,"insight":null},{"id":"c5","statement":"주당 순이익은 보통주와 우선주 모두 10,849원으로 전분기 대비 52% 증가했다","as_of":"2026-Q2","as_of_explicit":true,"as_of_raw":"2026년 2분기","source_type":"company_disclosure","comparison":"previous_quarter","type":"fact","figures":{"value":52,"unit":"%","approximate":false,"converted":null},"expiry_hint":null,"insight":null},{"id":"c6","statement":"DS 부문은 1분기에 이어 역대 최대 분기 실적을 경신했다","as_of":"2026-Q2","as_of_explicit":true,"as_of_raw":"2026년 2분기","source_type":"company_disclosure","comparison":"all_time_high","type":"fact","figures":null,"expiry_hint":null,"insight":null},{"id":"c7","statement":"DX 부문 매출은 전년 대비 증가했으나, 영업이익은 하락했다","as_of":"2026-Q2","as_of_explicit":true,"as_of_raw":"2026년 2분기","source_type":"company_disclosure","comparison":"previous_year_same_period","type":"fact","figures":null,"expiry_hint":null,"insight":null},{"id":"c8","statement":"환율 영향으로 전사 영업이익에 전분기 대비 약 3.1조원 수준의 긍정적 효과가 있었다","as_of":"2026-Q2","as_of_explicit":true,"as_of_raw":"2026년 2분기","source_type":"company_disclosure","comparison":"previous_quarter","type":"fact","figures":{"value":3100000000000,"unit":"KRW","approximate":true,"converted":null},"expiry_hint":null,"insight":null},{"id":"c9","statement":"연구개발비용은 16조원으로 역대 최대를 기록했다","as_of":"2026-Q2","as_of_explicit":true,"as_of_raw":"2026년 2분기","source_type":"company_disclosure","comparison":"all_time_high","type":"fact","figures":{"value":16000000000000,"unit":"KRW","approximate":false,"converted":null},"expiry_hint":null,"insight":null},{"id":"c10","statement":"DS 부문 매출은 127.5조원, 영업이익은 89.2조원이다","as_of":"2026-Q2","as_of_explicit":true,"as_of_raw":"2026년 2분기","source_type":"company_disclosure","comparison":null,"type":"fact","figures":{"value":127500000000000,"unit":"KRW","approximate":false,"converted":null},"expiry_hint":null,"insight":null},{"id":"c11","statement":"메모리 부문은 역대 최대 분기 실적을 달성했다","as_of":"2026-Q2","as_of_explicit":true,"as_of_raw":"2026년 2분기","source_type":"company_disclosure","comparison":"all_time_high","type":"fact","figures":null,"expiry_hint":null,"insight":null},{"id":"c12","statement":"삼성전자는 업계 최초로 HBM4E 샘플을 출하했다","as_of":"2026-Q2","as_of_explicit":true,"as_of_raw":"2026년 2분기","source_type":"company_disclosure","comparison":null,"type":"fact","figures":null,"expiry_hint":null,"insight":null},{"id":"c13","statement":"시스템LSI는 상반기 역대 최대 매출을 달성했다","as_of":"2026-H1","as_of_explicit":true,"as_of_raw":"상반기","source_type":"company_disclosure","comparison":"all_time_high","type":"fact","figures":null,"expiry_hint":null,"insight":null},{"id":"c14","statement":"DX 부문 매출은 48조원, 영업이익은 △0.8조원이다","as_of":"2026-Q2","as_of_explicit":true,"as_of_raw":"2026년 2분기","source_type":"company_disclosure","comparison":null,"type":"fact","figures":{"value":48000000000000,"unit":"KRW","approximate":false,"converted":null},"expiry_hint":null,"insight":null},{"id":"c15","statement":"MX 부문 매출은 전년 대비 성장했으나, 영업이익은 감소했다","as_of":"2026-Q2","as_of_explicit":true,"as_of_raw":"2026년 2분기","source_type":"company_disclosure","comparison":"previous_year_same_period","type":"fact","figures":null,"expiry_hint":null,"insight":null},{"id":"c16","statement":"네트워크 부문 실적이 전년/전분기 대비 개선됐다","as_of":"2026-Q2","as_of_explicit":true,"as_of_raw":"2026년 2분기","source_type":"company_disclosure","comparison":"previous_year_same_period","type":"fact","figures":null,"expiry_hint":null,"insight":null},{"id":"c17","statement":"VD 부문 매출과 수익성이 전년 대비 개선됐다","as_of":"2026-Q2","as_of_explicit":true,"as_of_raw":"2026년 2분기","source_type":"company_disclosure","comparison":"previous_year_same_period","type":"fact","figures":null,"expiry_hint":null,"insight":null},{"id":"c18","statement":"생활가전 매출은 전분기 대비 성장했으나, 이익은 하락했다","as_of":"2026-Q2","as_of_explicit":true,"as_of_raw":"2026년 2분기","source_type":"company_disclosure","comparison":"previous_quarter","type":"fact","figures":null,"expiry_hint":null,"insight":null},{"id":"c19","statement":"하만 매출은 4.6조원, 영업이익은 0.4조원이다","as_of":"2026-Q2","as_of_explicit":true,"as_of_raw":"2026년 2분기","source_type":"company_disclosure","comparison":null,"type":"fact","figures":{"value":4600000000000,"unit":"KRW","approximate":false,"converted":null},"expiry_hint":null,"insight":null},{"id":"c20","statement":"디스플레이 매출은 7.5조원, 영업이익은 0.7조원이다","as_of":"2026-Q2","as_of_explicit":true,"as_of_raw":"2026년 2분기","source_type":"company_disclosure","comparison":null,"type":"fact","figures":{"value":7500000000000,"unit":"KRW","approximate":false,"converted":null},"expiry_hint":null,"insight":null},{"id":"c21","statement":"하반기에도 반도체 수요 강세가 이어지며 전사 실적은 성장할 것으로 전망된다","as_of":"2026-H2","as_of_explicit":true,"as_of_raw":"하반기","source_type":"company_plan","comparison":null,"type":"estimate","figures":null,"expiry_hint":"2026-12","insight":{"analyst_name":null,"analyst_affiliation":"삼성전자","confidence":"medium","forecast_horizon":"2026-H2","sentiment":"bullish","reasoning":"반도체 수요 강세 지속 예상"}},{"id":"c22","statement":"DS 부문은 에이전틱 AI 확산에 따른 수요 강세로 실적 상승세가 지속될 것으로 예상된다","as_of":"2026-H2","as_of_explicit":true,"as_of_raw":"하반기","source_type":"company_plan","comparison":null,"type":"estimate","figures":null,"expiry_hint":"2026-12","insight":{"analyst_name":null,"analyst_affiliation":"삼성전자","confidence":"medium","forecast_horizon":"2026-H2","sentiment":"bullish","reasoning":"에이전틱 AI 확산에 따른 수요 강세"}},{"id":"c23","statement":"DX 부문은 글로벌 불확실성 확대와 부품 비용 상승 등으로 어려운 경영환경이 지속될 것으로 예상됐다","as_of":"2026-H2","as_of_explicit":true,"as_of_raw":"하반기","source_type":"company_plan","comparison":null,"type":"estimate","figures":null,"expiry_hint":"2026-12","insight":{"analyst_name":null,"analyst_affiliation":"삼성전자","confidence":"medium","forecast_horizon":"2026-H2","sentiment":"bearish","reasoning":"글로벌 불확실성 확대 및 부품 비용 상승"}}],"ai_emotional_context":{"valence":0.6,"arousal":0.5,"primary_emotions":[{"emotion":"optimistic","intensity":0.7}],"secondary_emotions":[{"emotion":"calm","intensity":0.4}],"emotional_triggers":[{"claim_id":"c2","emotion":"optimistic","reason":"significant_positive_metric"},{"claim_id":"c23","emotion":"concerned","reason":"uncertainty"}]}},"provenance":{"source_chain":["press_release","삼성전자"],"original_source_url":null,"related_articles":[]},"temporal":{"freshness":"recent","next_update_expected":"2026-10-31"},"access":{"license":"neupai_standard","attribution_required":true,"structured_data":"free","full_text_available":true,"full_text_access":null}}