Samsung mobile unit soars, warns of tariff impact

Samsung Electronics’ mobile division registered double-digit sales in the opening quarter and rising profit but expects to lower its smartphone forecast as uncertainty over tariffs lingers.On its earnings call, Samsung MX VP Daniel Araujo warned of the potential for adjustments in its Q2 forecast due to global tariff policies. The Mobile eXperience (MX) business expects a decrease in smartphone shipments and ASP due to the fading effects of its new flagship model launches.

For the second half, given macroeconomic uncertainty caused by the US tariff policies, he added the company predicts the smartphone market to decline year-on-year. The tablet market will also see slower growth, but premium demand is expected to remain robust, he said.Q1 sales in the MX and Networks unit rose 10 per cent year-on-year to KRW37 trillion ($26 billion), with operating profit improving 22.



9 per cent to KRW4.3 trillion.Araujo said flagship revenue in the smartphone segment expanded year-on-year, adding “the more robust AI experience of the Galaxy S25 series helped it maintain the strong sales momentum of its predecessor”.

Smartphone shipments were up 1.7 per cent to 61 million units, while tablet shipments were stable at 7 million. Smartphone ASP dipped 3 per cent to $326.

On a group level, Samsung’s net profit grew 21.7 per cent to KRW8.2 trillion, while revenue increased 10 per cent to KRW71.

9 trillion, a quarterly record.Sales in its Device Solution division, covering all types of chips including memory, rose 8.7 per cent to KRW25.

1 trillion, but operating profit dropped 42.1 per cent to KRW1.1 trillion.

Samsung increased its R&D spending in the quarter 16 per cent to KRW9 trillion.The post Samsung mobile unit soars, warns of tariff impact appeared first on Mobile World Live..