Core Insights - Samsung's Q1 2025 performance exceeded expectations, driven by AI demand boosting its chip business, with revenue reaching a record high and a year-on-year growth of 10% [1] Financial Performance - Revenue: In Q1 2025, Samsung's revenue was 79.1 trillion KRW, marking a 10% increase year-on-year and a 4% increase quarter-on-quarter [1][2] - Operating Profit: The operating profit was 6.7 trillion KRW, slightly up from the previous quarter and year, surpassing analyst expectations of 6.4 trillion KRW [1][2] - Net Profit: Net profit for Q1 2025 was 8.2 trillion KRW, a 10.4% margin, reflecting a year-on-year increase [2] Business Segment Performance - Device Solutions (DS): Revenue was 25.1 trillion KRW, down 9% year-on-year and 17% quarter-on-quarter, indicating challenges in the memory chip sector [1][4] - Device Experience (DX): Revenue reached 51.7 trillion KRW, up 9% year-on-year and 28% quarter-on-quarter, showcasing strong performance in mobile and network businesses [1][4][6] - Mobile Experience (MX): Sales increased by 10% year-on-year and 43% quarter-on-quarter, attributed to the new Galaxy S25 series with enhanced AI features [6][8] Market Outlook - Samsung anticipates improved performance in the second half of the year, assuming reduced uncertainty regarding tariffs and geopolitical tensions [2] - The company expects sustained strong demand for AI servers in Q2, aiming to strengthen its position in high-value products, including high-bandwidth memory (HBM) [5][6]
手机和芯片销售强劲,三星一季度营收增长10%创历史新高,大超预期
Hua Er Jie Jian Wen·2025-04-30 13:31