- Samsung is targeting around 20 trillion won next quarter
- 17 trillion won could come from chip sales alone
- Smartphones are still selling well, for now
Samsung has announced it expects to generate 19.9-20.1 trillion Korean won ($13.8 billion) next quarter, representing a more than threefold increase compared to the same period last year.
This projection would surpass Samsung's previous record quarterly result of 17.6 trillion won set in 2018, exceeding analyst expectations of 18 trillion won.
The company's growth is largely attributed to a spike in demand for memory chips, as manufacturers pivot towards more lucrative AI servers, straining the supply of components for PCs and smartphones.
Samsung Expects Huge Chip-Driven Profits
According to TrendForce, DRAM contract prices surged 313% year-over-year in the last quarter of 2025, with an additional 55-60% price increase anticipated this quarter.
Approximately 17 trillion won of Samsung's total operating profit is expected to stem from chip sales. Analysts suggest this could be just the beginning for Samsung, which, like its competitors, is facing supply constraints. Samsung, SK Hynix, and Micron are all planning new fabrication facilities to meet rising demand while continuing to serve both traditional consumer markets and the increasingly competitive AI sector.
Shares in the company have risen 147% over the past year, although they dipped following Samsung's announcement.
However, high memory costs may pose challenges for the consumer smartphone and PC markets, which could contract if prices remain elevated.
Despite this, smartphone manufacturers have had a successful run. "Samsung’s Galaxy Z Fold 7 and Galaxy Z Flip 7 have outperformed all previous foldable models, generating renewed momentum in the foldables segment," explained IDC Client Devices VP Francisco Jeronimo.
As of Q3 2025, Samsung held an 18.8% share of the global smartphone market, slightly ahead of Apple.
