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Samsung Electronics Hits All-Time Q3 Revenue of 86 Trillion Won… Driven by AI, HBM3E, and Foldables
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▲ Samsung Electronics Q3 2025 Business Performance (Based on Consolidated Financial Statements, Unit: 100 million KRW, %)
Semiconductor sales of 33 trillion won and operating profit of 7 trillion won; record quarterly memory sales
Earnings expansion expected in both semiconductors and devices driven by AI growth in the fourth quarter
Earnings expansion expected in both semiconductors and devices driven by AI growth in the fourth quarter
Samsung Electronics achieved its highest-ever revenue in the third quarter of 2025, driven by record-high quarterly memory sales.
Samsung Electronics announced its business results for the third quarter of 2025 on the 30th. According to the report, revenue was 86.0617 trillion won, an 8.8% increase year-on-year, and operating profit was 12.1661 trillion won, a 32.5% increase year-on-year. Net profit was 12.2257 trillion won, up 21% from the same period last year.
The DS (Device Solutions) division achieved its highest quarterly memory revenue, driven by expanded sales of HBM3E and server SSDs.
In particular, HBM3E is currently in mass production and sales to all customers, and HBM4 samples have also been shipped to major clients.
Sales for the DS division totaled 33.1 trillion won, and operating profit was recorded at 7 trillion won.
The DX (Device eXperience) division recorded sales of 48.4 trillion won and an operating profit of 3.5 trillion won, driven by solid sales of flagship smartphones such as the Galaxy Z Fold 7.
New tablet and wearable products also saw strong sales, maintaining double-digit profitability.
Samsung Electronics strengthened its foundation for future growth by spending a record-high 26.9 trillion won on research and development on a cumulative basis for the third quarter.
The impact of exchange rates was slightly negative for the DS division, but it was partially offset by the DX division, so it did not have a significant impact on overall performance.
Harman recorded 4 trillion won in revenue and 400 billion won in operating profit due to increased sales in audio products and the automotive electronics sector, while SDC (Display) achieved 8.1 trillion won in revenue and 1.2 trillion won in operating profit due to increased demand for small and medium-sized OLED and QD-OLED monitors.
The outlook for the fourth quarter is that performance expansion is expected in both the DS and DX divisions due to the rapid growth of the AI industry.
DS is responding to AI demand with a focus on HBM3E, DDR5, and high-performance SSDs, while DX is driving sales expansion with a focus on the Galaxy S25 series, AI smartphones, premium TVs, and AI home appliances.
Mass production of HBM4 and expansion of high-value memory products for AI are key strategies for 2026.
DS is 2nm foundry mass production and Taylor in the US DX plans to strengthen its competitiveness in advanced semiconductors through the operation of its fab, and solidify its market leadership through innovative products such as the Galaxy XR and the expansion of its AI ecosystem.
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