Photo illustration showing the Samsung Group Company logo displayed on a smartphone screen.
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Operating profit and Samsung Electronics income Analysts estimate on Wednesday, while sales of its flagship smartphones Galaxy S25 as well as memory fleas increased.
The South Korean company recorded a record quarterly turnover, up 10% compared to the previous year, while its operating profit in the first quarter increased by 1.5%.
Here are the results of the first quarter of Samsung compared to the SmarttesTimates, which are weighted to the forecasts of analysts which are more regularly accurate:
- Income: 79.1 Billion of Billion of Koreans won ($ 55.4 billion) against 78.1 Billions of Koreans
- Operating profit: 6.7 Billions of Koreans won against 6.4 Billions of Koreans
Revenues from the first quarter legally exceeded the forecasts of 79 Billions of Koreans of Samsung, while operating profit is also higher than the expectations of the company of 6.6 Billions of Koreans.
Samsung is one of the main manufacturers of memory flea, which are used in devices such as laptops and servers, and is also the second largest manufacturer of smartphones in the world.
The company has reported macroeconomic uncertainties due to trade tensions and a slowdown in global growth. Samsung expects performance to improve during the second half, “assuming that the uncertainties are reduced”.
“Due to the rapid changes in geopolitical policies and tensions between the main countries, it is difficult to predict the commercial impact of the prices and countermeasures established,” said a leader of Samsung when calling on Wednesday.
The executive noted that if the flagship products of Samsung, such as semiconductors, smartphones and tablets, are exempt from the “reciprocal” prices of the American president Donald Trump, Washington conducts a pricing survey specific to the product in these categories.
“There are a lot of uncertainties ahead of us … We communicate with connecting countries to minimize negative effects,” said Samsung.
Samsung Electronics Korean South Korea shares were negotiated about 0.6%.
Memory memory
The Samsung Electronics flea company displayed an operating profit of 1.1 Billion of Korean won in the first quarter, down compared to the previous quarter and the same period last year, although income increased from year to year.
“For the memory sector, revenues were motivated by DRAM sales of extended servers and the addressing of additional nand demand in the middle of a perceived BOTHing of the market price,” said the company.
DRAM and NAND are types of semiconductor memory found on PCs, workstations and servers. The demand for such memory chips has increased on the back of the boom in artificial intelligence.
However, the overall profits were affected by a drop in average selling prices and sales were allocated by US export controls on AI fleas, said Samsung.
Long leader in memory fleas, Samsung recently lagged behind its local competitor, SK Hynix, which was better placed to benefit from the development of AI.
A report De CounterPoint Research earlier this month, said SK Hynix had exceeded Samsung in overall DRAM market revenues for the first time, with a global market share of 36% compared to 34% of Samsung.
Samsung said its R&D expenses increased by 16% in the first quarter compared to the previous year.
High bandwidth memory
The counterpoint report added that the ascent of SK Hynix on the DRAM market had resulted from its domination in the high bandwidth memory or HBM – a type of dram used in artificial intelligence servers in which fleas are stacked vertically to save space and reduce energy consumption.
SK Hynix last week The quarterly estimates of income and operating profits on high demand for its high -banding memory offers.
In a statement to CNBC, Ms. Hwang, research director at Counterpoint, said Samsung actively tried to fill the gap between IT and SK Hynix in HBM by improving its products and increasing research and development expenses. “It has been slow, but progress is expected,” she added.
In its results in the first quarter, Samsung said that it has also undergone a deferred HBM demand from customers anticipating the deployment of its latest HBM products.
For the current quarter, Samsung provides for a high demand for IA servers and will seek to strengthen its position in products with high added value, including HBM.
Speaking on a call for results, Jaejune Kim, executive vice-president of Samsung’s memory activities, also noted preventive purchasing activities in the second quarter following Trump’s reciprocal rates.
Smartphones
The mobile experience and the mobile networks of Samsung, responsible for developing and selling smartphones, tablets, laptops and other devices, said an increase in sales and profits of the previous year and quarter.
Sales increased by 10% in annual sliding and 43% quarter to the next.
The company has credited growth to launch its latest series of Galaxy S25 smartphones, which includes improved AI features from previous models. Samsung added that he had made cost reductions in the segment.
During the current quarter, the company plans to maintain sales thanks to the launch of a new Galaxy S25 EDGE smartphone and said it would continue to extend the features powered by the AI offered on its range of smartphones.
Correction: This story has been revised to reflect that the operating profit in the flea segment has decreased both on a quarter and from one year to the next.