Samsung Electronics Q3 2025 Financial Results: Record Revenue Driven by High Demand for Memory Chips

Samsung has revealed its financial performance for the third quarter of 2025, showcasing a generally positive trend attributed to the ongoing surge in chip demand.

Key Insights from Samsung Electronics Q3 2025 Earnings

Sales table displays KRW trillion figures for 3Q24 to 3Q25 along with growth percentages; total 86.1, DX 48.4, DS 33.1. — Samsung’s Segmental Sales Overview

Below are the notable highlights from Samsung’s latest quarterly earnings report:

Revenue reached 86.1 trillion won ($60 billion), marking a 9% increase year-over-year and setting a new record.
Semiconductor sales totaled 33.1 trillion won ($23 billion), reflecting a 13% year-on-year increase.
Memory chip sales accounted for 26.7 trillion won ($18.6 billion), with a notable year-on-year surge of 20%.
The semiconductor division generated an operating profit of 7 trillion won ($4.8 billion).
Mobile revenue stood at 33.5 trillion won ($23.3 billion), up 12% compared to last year.
The mobile division reported an operating profit of 3.6 trillion won ($2.5 billion).
Gross profit amounted to 33.5 trillion won ($23.3 billion) with a gross profit margin of 38.9%.
Overall operating profit was recorded at 12.2 trillion won ($8.5 billion), translating to an operating margin of 14.1%.

Future Outlook

Looking ahead, Samsung’s strategic focus areas include:

Expanding its memory business with an emphasis on emerging technologies such as HBM3E, high-density eSSD, and 128GB+ DDR5, particularly in Q4 2025.
In 2026, the memory segment is set to shift its focus to HBM4, DDR5, LPDDR5x, and high-density QLC SSDs.
The foundry services will prioritize the ramp-up of the advanced 2nm process starting from Q4 2025.
In 2026, the foundry will enhance its production with the mass rollout of 2nd Generation GAA 2nm processes and focus on performance-enhanced 4nm solutions.
Samsung Display Corporation is set to concentrate on its QD-OLED product line.

Expert Commentary

The third quarter of 2025 has proven to be exceptionally fruitful for Samsung Electronics, with robust growth observed across nearly all segments. The only exception was in the Visual Display and Digital Appliances division, which noted a slight decline of roughly 1% year-over-year.

In particular, the memory division exhibited remarkable performance, achieving significant revenue growth of around 20% year-on-year, likely driven by an increased demand for high-bandwidth memory (HBM) in data center applications.

Recent insights from TrendForce highlight that contract prices for DDR5 are anticipated to continue their upward trend well into 2026, especially throughout the first half. Notably, by the first quarter of 2026, DDR5 profitability is expected to eclipse that of HBM3e.

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