Samsung Electronics recently released its financial report for the second quarter, detailing performance across its mobile, display, and semiconductor divisions, alongside outlining strategic plans for the latter half of 2025. The report offers insights into current market trends and Samsung’s forthcoming product innovations.
The Mobile eXperience (MX) and Networks businesses collectively generated KRW 29.2 trillion in consolidated revenue, achieving an operating profit of KRW 3.1 trillion. While the MX division experienced a decrease in smartphone shipments compared to the first quarter, year-over-year results indicate increased revenue and operating profit compared to the same period last year. Samsung attributed this growth to robust sales of the Galaxy S25 series, Galaxy A series, and Galaxy tablets. The MX Business maintained what Samsung described as “solid double-digit profitability.” The decline in shipments from Q1 to Q2 is normal due to the timing between the Galaxy S25 launch and the anticipated arrival of the Galaxy Z series foldables.
Looking ahead to the second half of the year, Samsung intends to uphold its “flagship-first” approach, prioritizing its new foldable devices and the S25 series. The company will also continue to promote the AI capabilities integrated into its more affordable A-series smartphones. Samsung plans to extend AI functionalities to its tablet and wearable product lines as well. These enhancements are designed to provide a more seamless and intelligent user experience across the Samsung ecosystem.
Samsung disclosed plans to expand its Galaxy ecosystem in the second half of 2025 with the introduction of new form factors, including XR devices and “TriFold devices.” The specific use of “TriFold devices” suggests a confirmation of the rumored Galaxy Z TriFold, signaling Samsung’s intent to explore and potentially commercialize multi-folding display technology.
Samsung LSI is currently focused on enhancing its Exynos processors to ensure adoption in the 2026 flagship mobile lineups of a major customer, presumably referring to Samsung’s own mobile division. In conjunction with these efforts, Samsung’s Foundry Business will increase the production of mobile chipsets utilizing its 2nm GAA node technology. This is expected to support the manufacturing of the Exynos 2600, indicating a commitment to advanced chip manufacturing processes.
The Device Solutions (DS) division, Samsung Electronics’ second largest division, contributed KRW 27.9 trillion in revenue and KRW 0.4 trillion in operating profit, out of the total KRW 74.6 trillion revenue and KRW 4.7 trillion operating profit for Samsung Electronics as a whole. The memory business within the DS division reported increased sales of HBM3E for server applications and a higher proportion of high-density DDR5 memory products. The company indicated that previous delays in datacenter projects had been resolved, leading to increased SSD sales and the clearing of NAND inventory. However, the company had to adjust the value of its inventory, resulting in a one-time financial impact. The DS division also experienced impacts from export restrictions related to China in the non-memory segment.
The Foundry Business also faced the need to adjust the value of its inventory following the implementation of US export restrictions on advanced AI chips to China. These restrictions have influenced the valuation and management of inventory within Samsung’s foundry operations.
Samsung Display generated KRW 6.4 trillion in revenue and KRW 0.5 trillion in operating profit. The revenue increase was driven by solid sales of new smartphone displays to major customers, in addition to sales of IT and automotive displays. Samsung Display reported continuous growth in sales of QD-OLED monitor panels, indicating strong demand from the gaming market. Samsung intends to strengthen its QD-OLED panel product line and accelerate future growth in this area.
