Samsung plans to devote more than 70% of Galaxy S27 production in 2027 to the Ultra model and a new Pro variant as rising memory prices squeeze margins on cheaper handsets.
Galaxy S27 production shift
Samsung intends to keep Ultra volumes near the current generation’s level—roughly 18 million units for the Galaxy S26 Ultra—while adding 7 million to 8 million Pro units. The company expects the overall Galaxy S run to remain close to its typical 35 million handsets a year, with the standard and Plus models taking the remaining share.
The Pro is expected to pack most of the Ultra’s features into a smaller body but will not support the S Pen stylus. Expanding the premium tier from a single Ultra model to two premium options is designed to steer buyers of the base and Plus variants toward higher-priced devices.
Profitability pressures on the mobile division
The shift comes as Samsung’s Mobile eXperience (MX) division remains unprofitable: the unit posted an operating loss of about KRW 600 billion (approximately $448.9 million) in the third quarter of 2026, an improvement from a KRW 700 billion (approximately $523.7 million) shortfall in the prior quarter. Solid foldable sales have not been enough to offset rising component costs, including surging memory prices.
