Samsung has released its financial results for the third quarter of 2025, ending September 30, 2025, revealing significant year-over-year (YoY) and quarter-over-quarter (QoQ) growth, primarily fueled by robust chip sales.
Consolidated Financial Performance
The company posted a consolidated revenue of 86.1 trillion won (approximately USD $60.46 billion), marking an 8.84% increase YoY and a 15.41% increase QoQ.
Operating Profit: Samsung achieved an operating profit of 12.2 trillion won (USD $8.56 billion), which represents a substantial 32.6% increase YoY and an even more dramatic 159.57% increase QoQ. This strong profitability was attributed largely to the performance of its semiconductor business.
Semiconductor Success: Device Solutions (DS) Division
The Device Solutions (DS) Division, which encompasses the semiconductor business, was a key driver of the overall earnings surge. The division’s robust performance was highlighted by an operating profit increase of 1650% QoQ.
Q3 2025 Performance Highlights
Revenue & Profit: The DS Division recorded 33.1 trillion won in consolidated revenue, up 13% YoY and 19% QoQ. Operating profit reached 7 trillion won, representing a massive 79.48% YoY and 1650% QoQ increase.
Memory Business Records: The Memory Business set an all-time high for quarterly sales, expanding HBM3E sales and proactively addressing strong demand across all applications. This growth was notably driven by HBM3E (High Bandwidth Memory) and server SSDs.
HBM Status: Samsung confirmed that HBM3E is currently in mass production and being sold to all related customers, while HBM4 samples are simultaneously being shipped to key clients. Higher profits were also aided by a favorable price environment and reduced one-off costs like inventory value adjustments.
DS Division Outlook (Q4 2025 and 2026)
Q4 2025: The Memory Business plans to actively respond to demand from AI and conventional servers with HBM3E, high-density eSSDs, and other cutting-edge memory offerings. It will also expand sales of high-value-added server memory products, such as 128GB and higher DDR5, as well as 24Gb GDDR7.
2026 Strategy: The Memory Business will focus on the mass production of HBM4 products and scaling out the HBM sales base. Capacity expansion in 1c is planned to proactively meet the projected demand increase for HBM4. Focus will also be placed on expanding sales of other high-value-added products like DDR5, LPDDR5x, and high-density QLC SSDs for AI applications.
Mobile Strength: MX (Mobile eXperience) & Networks Division
The MX and Networks businesses also posted strong results, attributed to robust sales of flagship smartphones and the successful launch of new models.
Q3 2025 Performance Highlights
Revenue & Profit: The division posted 34.1 trillion won (USD $23.96 billion approx.) in consolidated revenue, an 11.8% increase YoY and a 16.78% increase QoQ. Operating profit was 3.6 trillion won, up 28.57% YoY and 16.12% QoQ.
Sales Drivers: The increase in sales and profit stemmed from robust flagship smartphone sales, the strong launch of the Galaxy Z Fold7, and improved sales figures for tablets and wearables.
MX Division Outlook (Q4 2025 and 2026)
Q4 2025: The business plans to leverage seasonal promotions of AI smartphones like the Galaxy S25 and its foldables, along with new premium ecosystem devices, to achieve YoY growth.
2026 Strategy: The MX division intends to strengthen its AI leadership through form factor innovations and expand AI smartphone sales to drive growth across all segments. The goal is to strengthen market share in terms of volume while maintaining cost efficiency via process optimization amid market uncertainties and increasing material costs.
The company’s overall performance in Q3 2025 reflects success in both its component and finished product segments, with an emphasis on high-value-added memory products for AI and strong consumer demand for its premium mobile devices.