Samsung Electro-Mechanics Secures Additional 285.6 Billion Won MLCC Order; Annual Supply Contracts Estimated at Approx. 4 Trillion Won (Summary)

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Samsung Electro-Mechanics' Component Division revenue for 2026 is expected to be 7 trillion won, and the contracts signed this year amount to 4 trillion won.
Regarding the 1.5 trillion won in silicon capacitors, supply contracts are estimated at 500 billion won next year and 1 trillion won in 2028; the remainder consists of one-year supply contracts for next year, securing 3 trillion won in revenue for the Component Division next year.
For AI server MLCCs, Murata Manufacturing and Samsung Electro-Mechanics each hold a market share of over 40%, so Taiyo Yuden and TDK are also considering joint development.