Samsung Electronics’ mobile division recently made note of their strong sales and operating profit in the third quarter of 2025. They went on to forecast significant growth in the ultra-premium smartphone segment in 2026, in particular foldable models.
Mobile eXperience (MX) VP Daniel Araujo stated on its Q3 earnings call the overall smartphone market is expected to be roughly flat in both value and volume in 2026, while tablets are experiencing a slowdown in replacement demand.
Although the division anticipates intensified competition and price increases in key components such as memory, he said it expects full-year revenue growth in 2025 and to maintain profitability through “flagship-focused sales and efficiency improvements”.
Araujo noted the smartphone market rebounded in Q3, as macroeconomic uncertainties were somewhat alleviated due to progress in tariff negotiations among major countries, together with expectations of interest rate cuts.
Growth in flagship sales as a portion of total smartphone revenue, along with improved sales of new tablet and wearable products enabled it to sustain double-digit profitability, he added.
Revenue from the MX and Networks unit increased 12 per cent year-on-year to KRW34.1 trillion ($23.9 billion) and operating profit 28.6 per cent to KRW3.6 trillion.
Smartphone shipments grew 5.2 per cent to 61 million units and tablet shipments remained at 7 million. Its smartphone ASP increased 3.1 per cent to $304.
On a group level, Samsung’s net profit grew 20.8 per cent to KRW12.2 trillion, aided by a 79.5 per cent jump in operating profit of the Device Solution division covering all types of chips including memory to KRW7 trillion.
Revenue rose 8.8 per cent to KRW86.1 trillion. Chip unit sales rose 13 per cent to KRW33.1 trillion.
Source: Mobile World Live
Image Credit: Samsung