Samsung Q2 2025 Earnings Report Highlights.
Samsung Q2 2025 Earnings report shows KRW 74.6 trillion (≈$55B) in Q2 2025 revenue, marking a 5.8% quarterly decline, with operating profits at KRW 4.7 trillion (≈$3.5B). The dip reflects:
- Inventory adjustments in Samsung semiconductor business
- Export restrictions affecting non-memory chips
- Post-launch slowdown for Galaxy S25 series
Despite challenges, Samsung’s HBM3E memory and QD-OLED displays show strong growth potential for H2.
Samsung Semiconductor Business: AI Demand vs. Supply Chain Challenges:
Q2 2025 Performance: KRW 27.9T Revenue | KRW 0.4T Profit
Memory Division: HBM3E and DDR5 Drive AI Server Growth
- HBM3E memory sales surged for AI/data center applications
- High-density DDR5 adoption increased 40% QoQ
- Profit impacted by $500M in inventory write-downs
H2 2025 Focus:
✔ Ramp up 24Gb GDDR7 production for AI/gaming
✔ Transition to 8th-gen V-NAND for enterprise SSDs
Foundry Business: 2nm GAA Process to Counter Export Woes
- US-China restrictions cut advanced node utilization to 65%
- 2nm GAA process mass production starts Q3
Key Move: Samsung aims to capture 30% of AI chip market by 2026.
Samsung Display: QD-OLED Monitors Break Records :
Q2 2025 Results: KRW 6.4T Revenue | KRW 0.5T Profit
- QD-OLED displays grew 25% YoY (gaming monitor demand)
- Galaxy S25 Ultra panels drove mobile segment growth
H2 Strategy:
➤ Launch 360Hz QD-OLED gaming panels.
➤ Expand automotive display partnerships.
Mobile Division: Galaxy S25 and Foldables Defy Market Trends :
MX Business: KRW 29.2T Revenue | KRW 3.1T Profit
- Galaxy S25 series accounted for 45% of flagship sales
- Foldable shipments up 18% YoY despite QoQ dip
- AI features boosted Galaxy A-series margins
H2 2025 Priorities:
♠ TriFold and XR devices to expand ecosystem
♠ 5G modem integration for cost reduction
Visual Display: AI TVs Struggle in Saturated Market :
Q2 2025: KRW 14.1T Revenue | KRW 0.2T Profit
- Neo QLED 8K sales grew 12% but missed targets
- Samsung TV Plus ad revenue up 30%
H2 Game Plan:
► AI upscaling as key differentiator
► Art Store subscriptions to boost ARPU
Samsung 2025 Outlook: 3 Key Growth Engines :
- AI Semiconductor Leadership
- Dominate HBM3E memory and 2nm GAA process markets
- Display Technology
- Scale QD-OLED production to 2M units/quarter
- Galaxy Ecosystem
- Leverage Galaxy S25 AI features across foldables/XR
KRW to INR Conversion (July 2025):
- 1 KRW = 0.061 INR
- Revenue: ₹4.55 trillion | Profit: ₹286.7 billion
Analyst Take:
“Samsung’s Q2 2025 earnings reveal short-term pain in semiconductors but strong positioning in AI, QD-OLED displays, and Galaxy S25 sales for H2 recovery.” – TechInsights
*Source : Sansung Newsroom
