三星电子确认第一季度营业利润达57.23万亿韩元,创历史新高,AI芯片需求强劲

4月30日,三星电子公布第一季度财报,确认实现销售额133.87万亿韩元,营业利润达57.23万亿韩元,略高于此前预期的133万亿韩元销售额及57.2万亿韩元营业利润。得益于人工智能驱动的内存芯片需求,公司营收和营业利润同比分别增长69%和756%,净利润更是激增五倍以上,达到47.22万亿韩元。

基于此前4月份关于AI需求带动创纪录业绩的预测,三星电子在监管文件中正式披露了第一季度最终数据:销售额为133.87万亿韩元(同比增长69.16%),营业利润为57.23万亿韩元(同比增长756.1%),创下单季度历史最高水平。这一业绩不仅超过了分析师的预期,更在短短三个月内就超过了公司此前设定的2025年全年营业利润目标。

设备解决方案(芯片)部门是主要增长引擎,实现销售额81.7万亿韩元,营业利润53.7万亿韩元。得益于HBM4的首次量产及SOCAMM2的出货,内存业务收入达到74.8万亿韩元。代工业务受季节性因素影响销售额略有下滑,但预计将通过HBM4基底芯片实现复苏。

设备体验部门(智能手机及家电)录得销售额52.7万亿韩元,营业利润3万亿韩元。其中,智能手机业务利润为2.8万亿韩元,家电与电视业务扭亏为盈,利润为0.2万亿韩元。

展望未来,三星计划在第二季度提供HBM4E样品,并在下半年量产第二代2纳米移动芯片。财报发布后,三星股价上涨1.22%,报收229,000韩元,净利润表现大幅超过了39.12万亿韩元的市场预期。

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Illustration depicting Samsung Electronics' record Q1 operating profit of 57.2 trillion won driven by AI chip demand, featuring executives celebrating amid glowing financial displays.
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Samsung Electronics forecasts record Q1 operating profit of 57.2 trillion won

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Samsung Electronics estimated a record first-quarter operating profit of 57.2 trillion won ($37.9 billion) on Tuesday, driven by surging demand for AI chips. The figure marks a 755 percent increase from a year earlier, with sales reaching 133 trillion won for the first time exceeding 100 trillion won. The results surpassed analysts' expectations amid a booming AI sector.

SK hynix reported record Q1 sales of 52.58 trillion won and operating profit of 37.61 trillion won ($25.42 billion) on Thursday. The figures marked year-on-year increases of 198 percent in sales and 405.5 percent in operating profit, driven by strong AI infrastructure demand. Net profit also hit a record 40.34 trillion won ($27.3 billion).

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Seoul shares opened higher on Tuesday, propelled by Samsung Electronics' record first-quarter earnings. The benchmark KOSPI rose 2.47 percent to 5,584.76 in the first 15 minutes of trading. Strong demand for AI-related chips drove the profit surge.

Kia Corp. confirmed a 23.5% drop in first-quarter net profit to 1.83 trillion won ($1.2 billion), missing analyst estimates of 1.91 trillion won, due to US import tariffs and a weakening Korean won—issues flagged in pre-earnings forecasts. Sales still hit a record 29.5 trillion won amid 5.3% growth.

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South Korea's exports rose 36.7 percent year-on-year to a record $25.2 billion in the April 1-10 period, fueled by strong semiconductor demand. Korea Customs Service data showed imports up 12.7 percent to $22.1 billion, resulting in a $3.1 billion trade surplus.

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