Samsung Electronics reported revenue of KRW 74.6 trillion and operating profit of KRW 4.7 trillion for Q2 2025, both lower than the previous quarter. The Device Solutions Division saw higher revenue from memory products but was affected by costs tied to export restrictions and inventory adjustments. The Device eXperience (DX) Division saw lower profit due to a drop in smartphone sales after Q1 launches.
The Memory Business focused on server demand by increasing sales of HBM3E and high-density DDR5. NAND sales also improved, but one-off costs affected overall earnings. Samsung expects strong AI-related demand to continue in H2 especially from cloud service providers.
System LSI revenue was stable, though profits were limited by high development costs. The Foundry Business saw weak earnings due to export-related inventory issues and low production use, but it aims to improve by producing 2nm chips in H2.
Samsung Display reported revenue of KRW 6.4 trillion. Growth came from mobile and gaming displays and the company plans to expand further in H2.
The Mobile eXperience Business posted KRW 29.2 trillion in revenue. Despite fewer shipments compared to Q1, it grew year-on-year. In H2 it will focus on flagship models and AI features. Visual Display posted KRW 14.1 trillion revenue with future plans to meet seasonal demand and boost profitability.
Leave a comment