- Samsung's Q2 2025 revenue fell by 5.8% year-over-year, with operating profit plunging nearly 55% due to weak semiconductor performance.
- The semiconductor division saw a steep 93.84% drop in profit, mainly affected by US export restrictions on AI chips and inventory adjustments.
- Strong sales from the Galaxy S25 and A series helped the mobile division grow over 40% YoY in profit, balancing the overall quarterly performance.
Samsung Q2 2025 revenue for the quarter ended June 30, 2025, came in at 74.6 trillion won. If you convert that, it’s around 53.59 billion US dollars. But that’s actually 5.8% lower than what they made last year during the same quarter. Compared to the previous quarter, it’s also down by 5.68%. Now, that’s not the kind of drop you’d ignore, right?
And when it comes to operating profit, it dropped badly to 4.7 trillion won, which is about 3.37 billion USD. That’s a huge 54.80% fall from last year and nearly 30% down compared to last quarter. The main issue behind that fall? Yeah, weak semiconductor sales.
Samsung Q2 2025 results, mobile keeps it strong while chips fall behind
The chip side (Semiconductors) took a hit
Now, talking about the Device Solutions (DS) division, which basically handles all the semiconductor stuff, they made 27.9 trillion won in revenue. That’s 11% higher than last quarter, which sounds good, but it’s still 2% lower than last year.
But here’s the real problem. Their operating profit for this part fell massively to just 0.4 trillion won. That’s a 93.84% drop year-over-year. Almost gone.
Why? Well, a lot of it had to do with export restrictions from the US on advanced AI chips going to China. Because of that, they had to lower the value of their inventory. Which obviously cuts into profits.
That said, Samsung’s not giving up. For the second half of 2025, they’re planning to focus more on AI-related chip products. Stuff like HBM3E, DDR5 for servers, and they’re trying to move faster on their 8th-gen V-NAND tech. Also trying to get rid of a lot of NAND inventory by pushing more server SSDs as datacenter projects are starting back up again.
Mobile business helped balance things
If the chip side pulled them down, the Mobile eXperience (MX) division kind of balanced things out. They made 37 trillion won, around 26.57 billion USD. That’s 6.56% more than last year, but yeah, it’s 21% lower than Q1 2025 because that quarter had the new model launches.
Still, they did well. Operating profit went up by 40.90% YoY, ending at 3.1 trillion won, even if it’s down 27.90% compared to last quarter. The main thing is, the Galaxy S25 series, Galaxy A series, and tablets sold really well. That’s what kept this division doing better than expected.
Plans for the rest of 2025
So what are they doing next? According to their update, they’re focusing more on flagship phones, especially foldables and the Galaxy S25 lineup. They’re also going to push AI features in the Galaxy A series, which seems smart considering everyone wants AI now.
They also mentioned they’re working on more AI-powered tablets, wearables, and even some new form factors like TriFold phones and XR devices. The idea is to keep their profits stable even though component prices are rising and the global market is shaky.
In short, Samsung Q2 2025 wasn’t smooth sailing. Chips dragged the numbers down a lot. But the mobile division helped them hold ground, and with their plans for AI and premium devices, they still have a good shot at bouncing back strong in the second half of the year.
