三星电子、LG电子公布2025年第三季业绩预告

Samsung Electronics - Samsung Electronics forecasts revenue of approximately 86 trillion KRW (about 429.8 billion RMB) for Q3 2025, representing a year-on-year growth of 31.8% [3] - Operating profit is estimated at around 12.1 trillion KRW (about 605.8 billion RMB), with a year-on-year increase of 8.7% [3] - The Device Solutions (DS) division, responsible for semiconductors, is expected to generate sales of about 35 trillion KRW and operating profit of approximately 6 trillion KRW, contributing over 50% to total operating profit [3] - The mobile division saw strong sales from the Galaxy Z Fold and Flip 7 series, with expected operating profit rising from 2.82 trillion KRW to around 3 trillion KRW [4] - Samsung Display's OLED supply increased due to the popularity of foldable smartphones, contributing to overall performance growth [6] - Harman, Samsung's automotive division, anticipates sales and operating profit to grow from 400 billion KRW to 1 trillion KRW, driven by the rapid growth of the in-car infotainment market [6] LG Electronics - LG Electronics projects consolidated sales of approximately 21.8751 trillion KRW (about 109.4 billion RMB) for Q3 2025, with operating profit of 688.9 billion KRW (about 34.45 billion RMB) [7] - Despite facing external challenges, LG's sales and operating profit exceeded market expectations by over 10% [8] - The company is focusing on developing automotive solutions and HVAC B2B businesses, expanding non-hardware platforms like home appliance subscriptions and webOS, and enhancing online operations [8] - The home appliance segment continues to face geopolitical pressures and a slowdown in global demand recovery, yet maintains a leading position in the high-end market [8] - The media and entertainment solutions segment is experiencing increased competition in the global TV market, leading to higher marketing costs [8] - LG plans to enhance the competitiveness of the webOS platform and diversify its profit structure, with a focus on advertising and expanding its content ecosystem [8] - The automotive solutions segment is expected to achieve record profitability in Q3, primarily due to strong performance in high-end in-car infotainment systems [8]