Samsung Electronics reports strong Q2, teases XR and TriFold devices for H2 this year

Samsung Electronics has published its financial report for the second quarter of this year. Besides reporting on the status of its mobile, display and semiconductor businesses, Samsung also revealed some of its plans for the second half of 2025.

The Mobile eXperience (MX) and Networks businesses posted KRW 29.2 trillion in consolidated revenue with an operating profit of KRW 3.1 trillion. The MX division saw a decrease in smartphone shipments compared to Q1, but compared to Q2 last year, the results show both higher revenue and operating profit.

This quarter-to-quarter slump is natural – it was between the launch of the Galaxy S25 series and the arrival of the Galaxy Z 7 foldables. That said, Samsung credits the year-on-year growth to continued strong sales of the Galaxy S25 series, the Galaxy A series and Galaxy tablets. The MX Business “maintained solid double-digit profitability”.

For the second half of the year, Samsung will continue its flagship-first approach with a focus on the new foldables, the S25 series as well as promoting the AI capabilities of its more affordable A-series. Speaking of AI, the company will be pushing more AI to its tablet and wearable product lines.

Here’s the interesting bit. In the second half of 2025, Samsung will expand its Galaxy ecosystem with the launch of new form factors – including XR devices and "TriFold devices." Yes, spelled exactly like that, essentially confirming the rumored Galaxy Z TriFold name.

Samsung LSI is working on improving Exynos to “ensure its adoption in 2026 flagship mobile lineups of a major customer”. We’ll give you one guess as to which customer that is referring to.

Related to that, Samsung’s Foundry Business will be increasing production of mobile chipsets on its 2nm GAA node – that would be the Exynos 2600. We’ll get back to the foundry business in a moment.

Device Solutions (DS) is Samsung Electronics’ second largest division after MX – it contributed KRW 27.9 trillion in revenue and KRW 0.4 trillion in operating profit of the KRW 74.6 trillion revenue and KRW 4.7 trillion operating profit for Samsung Electronics as a whole.

The memory business sold more HBM3E for server applications and sold a higher proportion of high-density DDR5. It also reports that the delay in datacenter projects has now been cleared, which allowed it to increase SSD sales and clear out NAND inventory.

However, the company took a one-time hit by having to adjust the value of its inventory. The DS division was also impacted by export restrictions related to China in the non-memory segment. The Foundry Business also had to adjust the value of its inventory after the US applied export restrictions on advanced AI chips to China.

Meanwhile, Samsung Display brought in KRW 6.4 trillion in revenue and KRW 0.5 trillion in operating profit. Revenue increased due to strong sales of new smartphone displays to major customers, but also due to sales of IT and automotive displays.

The company is reporting that sales of QD-OLED monitor panels are growing continuously with strong demand from the gaming market. Samsung plans to strengthen its QD-OLED panel product line and accelerate the growth.

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