Samsung Electronics announced record-breaking Q3 results, with quarterly operating profit exceeding KRW 100 trillion for the first time, reaching KRW 107.4 trillion. The Device Solutions division drove growth with KRW 147.1 trillion in revenue and KRW 106.5 trillion in operating profit, fueled by HBM4 sales and server SSD demand. Mobile and Networks posted KRW 37.7 trillion in combined revenue but recorded an operating loss of KRW 0.6 trillion.
Samsung Mobile plans to rally in Q4 with the Galaxy Z Fold8, Z Fold8 Ultra, and Galaxy S26 series. The foundry business, Samsung LSI, expects double-digit revenue growth supported by 2nm and 4nm chip orders. Samsung Display reported KRW 8.0 trillion in revenue and KRW 1.1 trillion in operating profit.
The company increased capital expenditure to KRW 29 trillion, with most allocated to DS. Samsung will pay KRW 4,601 per share in cash dividends totaling KRW 30 trillion in Q3, targeting KRW 90-110 trillion returned to shareholders by 2026. The Texas fab is expected to begin operations next year.
Source: GSMArena · Summarized by HeadlinesBriefing