Results of Samsung Electronics’ Third Quarter 2025: Analysis and Outlook

Here’s the translation into American English:

Samsung Electronics has released its financial results for the third quarter of 2025, which ended on September 30, reporting consolidated revenues of 86.1 trillion won, representing a 15.4% growth compared to the previous quarter. The company also achieved an operating profit of 12.2 trillion won.

The Device Solutions (DS) Division demonstrated a remarkable 19% increase in sales compared to the previous quarter, highlighting a record performance in its memory business, driven by strong demand for products like HBM3E and server SSDs. The Device Experience (DX) Division also experienced 11% growth, thanks to the successful launch of new foldable phones and robust sales of its flagship models.

Looking ahead to the fourth quarter, Samsung anticipates that accelerated growth in the artificial intelligence industry will present new opportunities in the market. The DS Division will focus on enhancing its performance with an emphasis on selling high-value memory products designed for AI applications. At the same time, the DX Division plans to launch AI-related products through collaborations with global partners.

In the semiconductor sector, the DS Division reported consolidated revenues of 33.1 trillion won and an operating profit of 7.0 trillion won. Memory, in particular, achieved record revenue figures due to the expansion of HBM3E and favorable pricing dynamics. Demand is expected to continue rising in the fourth quarter, especially for servers dedicated to artificial intelligence.

Samsung Display Corporation (SDC) also recorded positive performance, with revenues of 8.1 trillion won, driven by demand for high-end smartphones, particularly in small and medium-sized displays. For the next quarter, SDC plans to expand its sales of large displays with its new line of QD-OLED monitors.

The Mobility (MX) and Networks Divisions reported consolidated revenues of 34.1 trillion won, thanks to the strong launch of the Galaxy Z Fold7. In the fourth quarter, the division will focus on seasonal promotions of AI smartphones to boost sales.

In the Visual Display sector, despite positive growth for premium products like Neo QLED and OLED, the division reported an operating loss of 0.1 trillion won due to intense market competition. For the next quarter, Samsung plans to capitalize on seasonal demand through programs aimed at selling premium, large-screen televisions.

Samsung is facing a competitive future, aiming to seize opportunities in the realm of artificial intelligence and innovate its products, thereby reaffirming its leadership position in the global market.

Referrer: MiMub in Spanish

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