Samsung earnings conference call ends
Title: Samsung Electronics Reports Mixed Second Quarter 2025 Results
Samsung Electronics has released its financial results for the second quarter of 2025, showing a mixed performance across its various divisions. The company reported a consolidated revenue of KRW 74.6 trillion, a 5.8% decrease from the previous quarter, and an operating profit of KRW 4.7 trillion.
The Device Solutions (DS) Division saw an increase in revenue due to expanded sales of high-density, high-performance memory products, but inventory value adjustments and one-off costs related to export restrictions in non-memory products had an adverse effect on profit. The Device eXperience (DX) Division experienced a sequential decline in sales volume following the launch of new smartphone models in the first quarter, leading to a decrease in operating profit.
Looking ahead to the second half of the year, the DS Division plans to proactively meet the growing demand for high-value-added and AI-driven products and strengthen its competitiveness in advanced semiconductors. The DX Division will seek to minimize the impact of uncertainties stemming from tariff policies.
The Memory Business within the DS Division posted KRW 27.9 trillion in revenue and KRW 0.4 trillion in operating profit for the second quarter. The Memory Business addressed robust server demand by expanding HBM3E sales and high-density DDR5 products, while also benefiting from the resumption of delayed datacenter projects. However, earnings were impacted by one-off costs such as inventory value adjustments. The System LSI Business generated solid revenue from flagship systems-on-a-chip (SoCs) but faced limited earnings improvement due to higher development costs. The Foundry Business experienced weak earnings due to the impact of inventory value adjustments and low utilization rates at mature nodes.
Samsung Display Corporation (SDC) reported KRW 6.4 trillion in revenue and KRW 0.5 trillion in operating profit for the second quarter. The mobile display business saw revenue growth due to new smartphone releases and expansion in the IT and automotive segments, while the large display business experienced continued growth in sales of QD-OLED monitor displays.
The Mobile eXperience (MX) and Networks businesses posted KRW 29.2 trillion in revenue and KRW 3.1 trillion in operating profit for the second quarter. The MX Business experienced a decrease in smartphone shipments but maintained robust sales of the Galaxy S25 series, Galaxy A series, and Galaxy tablets. The Networks Business improved profitability by expanding revenue in overseas markets and enhancing cost efficiencies.
The Visual Display and Digital Appliances businesses reported KRW 14.1 trillion in revenue and KRW 0.2 trillion in operating profit for the second quarter. The Visual Display Business improved the sales of premium products but faced stagnant demand and intensified competition, leading to a decline in earnings.
References
[1] https://news.samsung.com/global/samsung-electronics-announces-second-quarter-2025-results
[2] https://finance.yahoo.com/news/samsung-chip-profit-tumbles-while-011348151.html
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