(2nd LD) Samsung's Q3 operating profit reaches new high of 107.4 tln won

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(ATTN: ADDS more info throughout) By Kim Han-joo

SEOUL, Oct. 8 (Yonhap) -- Samsung Electronics Co. on Thursday estimated its third-quarter operating profit at over 107 trillion won (US$79.8 billion), marking another quarterly record as strong demand for semiconductors related to artificial intelligence (AI) boosted earnings.

The South Korean technology giant said operating profit for the July-September period is expected to total 107.4 trillion won, up 782.5 percent from a year earlier, according to its earnings guidance.

The estimate exceeded the average market forecast by 1.6 percent, according to Yonhap Infomax, the financial data arm of Yonhap News Agency.

Third-quarter revenue is reckoned to have risen 126.6 percent from a year earlier to 195 trillion won. Net profit was not included in the earnings guidance.

If confirmed, Samsung Electronics will have posted record quarterly revenue and operating profit for the fourth consecutive quarter since the last three months of 2025.

It would also mark the first time a South Korean company has reported a quarterly operating profit of more than 100 trillion won.

The record would be unprecedented even among global technology giants, including Apple Inc. and Nvidia Corp.

The only comparable case is Saudi Aramco, which posted an operating profit of $86.5 billion, or roughly 116 trillion won at the time, in the second quarter of 2022 following the outbreak of the Russia-Ukraine war.

Samsung's operating profit margin for the cited quarter is estimated at 55.1 percent, an astonishing level for a manufacturing company and the highest in the company's history.

Samsung Electronics did not provide a detailed breakdown of earnings by business division, although its device solutions unit, which includes the semiconductor segment, is believed to have accounted for a dominant share.

The strong performance is widely attributed to continued growth in global investment in AI infrastructure, which has intensified the supply shortage of semiconductors and kept memory chip prices elevated.

Industry observers expect the favorable market conditions to continue at least through next year.

Samsung Electronics has been among the biggest beneficiaries of the AI supercyle, backed by the world's largest memory chip production capacity.

The company has also expanded sales of higher-value products by becoming the first in the industry to begin mass production and shipments of sixth-generation high bandwidth memory (HBM4) chips.

HBM4 is expected to begin making a meaningful contribution to Samsung's earnings next year.

Industry observers expect Samsung's operating profit next year to reach around 550 trillion won.

However, non-memory businesses within the chip division, including the system LSI and foundry businesses, are believed to have remained in the red, with combined operating losses estimated at around 1 trillion won.

Although the businesses have been showing signs of recovery amid improved capacity utilization, industry analysts believe costs associated with the operation of the tech giant's fab in Texas weighed on earnings.

The device experience division, which oversees Samsung's consumer electronics and mobile businesses, is also estimated to have remained in the red for a second consecutive quarter, as a sharp rise in component prices put pressure on costs.

Within the division, the mobile and network businesses are assessed to have posted operating losses of more than 1.5 trillion won, while the visual display and digital appliances businesses may have recorded losses of around 500 billion won.

The company will release its final earnings report later this month.

(2nd LD) Samsung's Q3 operating profit reaches new high of 107.4 tln won

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（注：全文添加更多信息）金汉柱

首尔，10 月 8 日（韩联社）——三星电子周四预计，其第三季度营业利润将超过 107 万亿韩元（798 亿美元），再创季度纪录，这主要得益于人工智能 (AI) 相关半导体的强劲需求提振了盈利。

这家韩国科技巨头表示，根据其盈利预期，7月至9月期间的营业利润预计将达到107.4万亿韩元，比上年同期增长782.5%。

据韩联社旗下金融数据机构Yonhap Infomax称，该预测值比市场平均预测值高出1.6%。

第三季度营收预计同比增长126.6%，达到195万亿韩元。净利润未包含在盈利预期中。

如果得到确认，三星电子将自 2025 年最后三个月以来连续第四个季度创下季度营收和营业利润纪录。

这将标志着韩国公司首次实现季度营业利润超过 100 万亿韩元。

即使对于包括苹果公司和英伟达公司在内的全球科技巨头来说，这一纪录也是前所未有的。

唯一可比拟的例子是沙特阿美公司，该公司在 2022 年第二季度（俄乌战争爆发后）公布了 865 亿美元的营业利润，约合当时的 116 万亿韩元。

三星在该季度的营业利润率估计为 55.1%，对于一家制造公司来说，这是一个惊人的水平，也是该公司历史上最高的。

三星电子没有提供各业务部门的详细盈利明细，但据信其设备解决方案部门（包括半导体部门）占据了主要份额。

这一强劲表现普遍归功于全球对人工智能基础设施投资的持续增长，这加剧了半导体供应短缺，并推高了存储芯片价格。

业内人士预计，有利的市场环境至少会持续到明年。

三星电子是人工智能超级周期最大的受益者之一，这得益于其全球最大的内存芯片生产能力。

该公司还通过成为业内首家开始大规模生产和出货第六代高带宽内存（HBM4）芯片的公司，扩大了高价值产品的销售。

预计 HBM4 将于明年开始为三星的收益做出实质性贡献。

业内人士预计，三星明年的营业利润将达到约 550 万亿韩元。

然而，芯片部门内的非存储器业务，包括系统LSI和代工业务，据信仍然处于亏损状态，合并营业亏损估计约为1万亿韩元。

尽管随着产能利用率的提高，这些企业已经显示出复苏的迹象，但行业分析师认为，与这家科技巨头在德克萨斯州的工厂运营相关的成本对收益造成了压力。

负责三星消费电子和移动业务的设备体验部门预计也将连续第二个季度出现亏损，因为零部件价格的急剧上涨给成本带来了压力。

据估计，该部门的移动和网络业务已录得超过 1.5 万亿韩元的营业亏损，而视觉显示和数字设备业务可能录得约 5000 亿韩元的亏损。

该公司将于本月晚些时候发布最终收益报告。

（第二条）三星第三季度营业利润创107.4万亿韩元新高