1. Seoul Semiconductor’s Q3 2025 Outlook: What Happened?

Seoul Semiconductor forecasts consolidated revenue of KRW 180 billion for Q3 2025, a 7.2% increase compared to Q1 2025. However, the company did not provide guidance for operating or net income.

2. Reading Between the Lines: Why No Profit Guidance?

The lack of operating profit guidance, following a KRW 13.1 billion operating loss in Q1, suggests uncertainty about Seoul Semiconductor’s ability to improve profitability. Rising raw material prices, high interest rates, and a challenging macroeconomic environment could continue to pressure margins.

3. Investor Implications: What Does This Mean for You?

While the sales growth projection is positive, investors should proceed with caution given the unclear profitability outlook. A thorough review of Q3 earnings, including operating and net income, cost control measures, and new business performance, is crucial before making investment decisions.

4. Investment Action Plan

  • Short-term investors: Remain cautious until the Q3 earnings release, then assess profitability indicators before investing.
  • Long-term investors: Continuously monitor UV LED market growth, new business success, and cost management and profitability improvement trends.