Samsung Posts Strong Q3 Profits Driven By AI Demand

Powered by record chip sales and booming AI demand, Samsung’s third-quarter surge showcases the tech giant’s dominance across semiconductors, foldables, and next-gen displays.

Samsung Electronics reported better third-quarter results for 2025, driven by record memory sales and strong performance in smartphones. Consolidated revenue rose 15.4% from the previous quarter to KR₩86.1 trillion, while operating profit surged to KR₩12.2 trillion.

The ‘Device Solutions’ (DS) Division led the growth, with a 19% jump in quarterly sales. Its Memory Business recorded the highest-ever quarterly revenue, fuelled by rising demand for HBM3E and server SSDs used in artificial intelligence and data centres. The ‘Device eXperience’ (DX) division also reported an 11% increase in revenue, supported by successful launches of new foldable smartphones and steady flagship sales.

Samsung expects the AI boom to sustain growth into the final quarter of 2025. The DS Division plans to expand sales of high-performance memory, including HBM3E and DDR5, while the DX Division will accelerate launches of AI-integrated products in partnership with global tech firms.

The semiconductor arm generated KR₩33.1 trillion in revenue and KR₩7 trillion in profit, aided by favourable pricing and lower inventory costs. The ‘Foundry Business’ saw improved earnings and record customer orders, while mass production of 2nm Gate-All-Around chips is set to ramp up in Q4.

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‘Samsung Display Corporation’ (SDC) posted KR₩8.1 trillion in revenue and KR₩1.2 trillion in profit, boosted by strong smartphone display demand and growing gaming monitor sales.

The ‘Mobile eXperience’ unit, which includes the Galaxy smartphone line, reported revenue of KR₩34.1 trillion and a profit of KR₩3.6 trillion, driven by the Galaxy Z Fold7 and wearables.

However, the ‘Visual Display and Digital Appliances’ segment posted a small loss of KR₩0.1 trillion despite solid sales of premium TVs. Samsung aims to regain momentum in Q4 through holiday promotions and the launch of new AI-powered products.

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Shubha Mitra
Shubha Mitra
Shubha Mitra is an Assistant Editor at EFY, keenly interested in policies and developments shaping the electronics business.

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