Samsung Electronics announces Q3 2025 results; Posts Quarterly revenue of KRW 86.1 trillion and operating profit at KRW 12.2 trillion

The South Korean tech giant Samsung has today officially announced its Q3 2025 results. The company has posted KRW 86.1 trillion in consolidated revenue, an increase of 15.4% compared to the previous quarter. The operating profit increased to KRW 12.2 trillion.

Semiconductors achieve high profits

The DS Division posted KRW 33.1 trillion in consolidated revenue and KRW 7.0 trillion in operating profit for the third quarter. In Q3 2025, the Memory Business achieved record-high quarterly revenue by expanding HBM3E sales while proactively addressing strong demand across all applications. The Foundry Business posted a significant improvement in earnings in Q3 2025, stemming from a reduction in one-off costs and better fab utilization.

Samsung has also revealed its Q4 2025 and 2026 plans. In Q4 2025, the Business will actively respond to demand from AI and conventional servers with HBM3E, high-density eSSDs, and other leading-edge memory offerings. Additionally, it will continue to expand sales of industry-leading, high-value-added server memory products, such as 128GB and higher DDR5, as well as 24Gb GDDR7. Going forward in 2026, the Memory Business will focus on the mass production of HBM4 products with differentiated performance, while simultaneously aiming to scale out the HBM sales base. The company will also concentrate on expanding sales of other high-value-added products, such as DDR5, LPDDR5x, and high-density QLC SSDs, to meet demand for AI applications.

In Q4 2025, the Business will aim to expand sales of premium SoCs and image sensors amid continued weak demand from major customers. The Business will aim for continued earnings improvement by ramping up mass production of 2nm Gate-All-Around (GAA) products, increasing fab utilization, and optimizing costs. In 2026, the System LSI Business plans to strengthen the competitiveness of the Exynos processor for key flagship models and leverage differentiated image sensor technologies to broaden market presence. The Foundry Business will focus on providing a stable supply of new 2nm GAA products and the HBM4 base-die, and beginning operations at the Company’s fab in Taylor, Texas, in a timely manner.

SDC Improves Performance on Demand for Flagship Smartphones

Samsung Display Corporation (SDC) posted KRW 8.1 trillion in consolidated revenue and KRW 1.2 trillion in operating profit for the third quarter. For small and medium displays, performance improved as a result of robust demand for flagship smartphones. As for large displays, unit sales increased on the back of expanding demand for gaming monitors.

Coming to the Q4 2025 and 2026 plans: in Q4 2025, demand for new smartphones is expected to continue, and sales of non-smartphone display products are projected to increase, as well. SDC also aims to increase sales of large displays with the full-scale launch of products adopting the new QD-OLED monitor lineup.

In 2026, SDC will widen the smartphone technology gap by leveraging differentiated technologies tailored for AI devices and enhanced foldable product excellence, while the new 8.6G IT line will accelerate OLED expansion with competitive products.

Mobile eXperience and Network Businesses

The Mobile eXperience (MX) and Networks Businesses posted KRW 34.1 trillion in consolidated revenue and KRW 3.6 trillion in operating profit for the third quarter. In Q3 2025, the MX Business experienced QoQ and year-over-year (YoY) growth in sales and operating profit as a result of robust flagship smartphone sales, as well as the strong launch of Galaxy Z Fold7 and improved sales of tablets and wearables.

In Q4 2025, the Business plans to utilize seasonal promotions of AI smartphones such as Galaxy S25 and foldables – as well as ecosystem devices centered on new premium models – to achieve YoY growth.

In 2026, MX will strengthen its AI leadership with form factor innovations and expand AI smartphone sales to drive growth across all segments and strengthen its market share in terms of volume. The Business will also maintain cost efficiency via process optimization amid uncertainties and increasing material costs.

Visual Display and Digital Appliances Businesses

The Visual Display and Digital Appliances Businesses posted KRW 13.9 trillion in consolidated revenue and KRW 0.1 trillion in operating loss in the third quarter. In Q3 2025, the Visual Display (VD) Business achieved solid sales growth of premium products, including Neo QLED, OLED, and large-screen TVs, but it saw a decline in earnings due to intensified competition.

In Q4 2025, the Business aims to achieve revenue recovery by proactively capturing seasonal demand with reinforced sales programs centered on premium and large-screen TVs. Looking to 2026, the Business plans to strengthen leadership in the premium segment through innovative products such as Micro RGB TVs, while expanding sales in low-end to mid-range segments to drive revenue growth.