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- Samsung is focusing on round 20 trillion received subsequent quarter
- 17 trillion received might come from chip gross sales alone
- Smartphones are nonetheless promoting nicely, for now
Samsung has introduced it is anticipating to make 19.9-20.1 trillion Korean received ($13.8 billion) subsequent quarter, marking a greater than 3x enhance in contrast with the identical interval the 12 months earlier than.
This is able to mark Samsung’s highest-ever quarterly results of 17.6 trillion received in 2018, however it additionally beats analyst expectations of 18 million received.
A lot of the corporate’s success is anticipated to return from a surge in demand for reminiscence chips – producers have been focusing on extra worthwhile AI servers, resulting in a pressure on provide for PC and smartphone parts.
Samsung expects enormous chip-driven income
DRAM contract costs had been already up 313% year-over-year within the ultimate three months of 2025 per TrendForce information, and an additional 55-60% worth rise is anticipated this quarter.
Round 17 trillion received of Samsung’s complete working revenue is anticipated to return from chip gross sales, and analysts are predicting this might simply be the beginning for Samsung, which faces provide restraints identical to the remainder of the trade. Samsung, SK Hynix and Micron are all planning new fabrication plans to satisfy rising demand, and to proceed to serve conventional shopper markets in addition to the extremely demanding AI market.
Shares within the firm are up 147% over the previous twelve months, however have fallen within the day following Samsung’s announcement.
Nevertheless, elevated reminiscence prices might create points for shopper smartphone and PC markets, which might contract if costs keep excessive.
Nonetheless, it has been a profitable interval for smartphone makers thus far. “Samsung’s Galaxy Z Fold 7 and Galaxy Z Flip 7 outperformed all earlier foldable fashions, creating renewed momentum for the foldables section,” IDC Consumer Gadgets VP Francisco Jeronimo defined.
As of Q3 2025, Samsung had an 18.8% share of the smartphone market globally, placing it in prime place a contact forward of Apple.
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