Samsung Electronics Announces Strong Q3 2025 Results

The financial figures of Samsung Electronics’ third quarter, which ended on September 30, 2025, have been released.

The company reported combined revenue of KRW 86.1 trillion, up 15.4% from the prior quarter. KRW 12.2 trillion was the rise in operating profit.

Driven by the robust growth of HBM3E and server SSDs, the Device Solutions (DS) Division announced a 19% increase in sales quarter-on-quarter (QoQ), with the Memory Business achieving an all-time high for quarterly sales. In the meantime, the successful introduction of new foldable phones and strong flagship sales helped the Device eXperience (DX) Division report an 11% QoQ gain in revenue.

In Q4, it is anticipated that the DS and DX Divisions would have new market prospects due to the AI industry’s explosive growth. The DS Division intends to increase sales of AI-specific high-value memory products in order to improve its performance. It is anticipated that the semiconductor market would continue to grow due to the pace of continuous AI investments.

Through open partnerships with top international partners in their respective business categories, the DX Division will bolster its efforts to introduce AI solutions that are outfitted with the newest technologies.

For the third quarter, the DS Division reported KRW 7.0 trillion in operating profit and KRW 33.1 trillion in consolidated sales.

The Memory Business increased HBM3E sales and proactively addressed high demand across all applications in Q3 2025, resulting in record-high quarterly revenue. At the same time that HBM4 samples are being sent to important clients, HBM3E is presently being produced in large quantities and sold to all associated clients. Higher profits were a result of a favorable pricing environment and much lower one-time expenses such inventory value adjustments.

With HBM3E, high-density eSSDs, and other cutting-edge memory products, the company will aggressively meet the demands of AI and traditional servers in Q4 2025. It will also keep growing sales of high-value, industry-leading server memory solutions, including 24GB GDDR7 and DDR5 and higher 128GB.

The Memory Business intends to grow out the HBM sales base while concentrating on the mass production of HBM4 products with unique performance in 2026. Specifically, it is anticipated that demand for HBM4 would rise, and the company intends to proactively address this by expanding its capacity in 1c.

In order to satisfy the need for AI applications, it will also focus on increasing sales of other high-value products, including as DDR5, LPDDR5x, and high-density QLC SSDs. In Q4 2025, the Business will aim to expand sales of premium SoCs and image sensors amid continued weak demand from major customers.

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 posted a significant improvement in earnings in Q3 2025, stemming from a reduction in one-off costs and better fab utilization. The Business also achieved record-high customer orders, mainly on advanced nodes.

In Q4 2025, 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 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.

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 and a proactive response to new product demand from key customers. As for large displays, unit sales increased on the back of expanding demand for gaming monitors.

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.

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SDC will maintain premium TV panel leadership based on superior performance and will continuously strengthen its monitor market position by expanding its lineup and diversifying its customer base.

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.