Overview
- Samsung Electronics forecasts a Q1 operating profit of 6.6 trillion won, a slight 0.15% year-on-year decline but higher than market expectations.
- Record sales of the Galaxy S25 series and strong memory chip demand contributed significantly to the company's performance.
- Preemptive buying by customers, anticipating US tariffs, boosted chip shipments and smartphone orders during the quarter.
- Analysts caution that Q2 performance may weaken due to shipment slowdowns and the impact of US tariffs on Vietnam-manufactured smartphones.
- Samsung aims to drive recovery later in the year through advanced AI chip development and supplying enhanced HBM3E chips to partners like Nvidia.