1. Seoul Semiconductor’s Q2 Performance: What Happened?
Seoul Semiconductor’s Q2 2025 revenue reached ₩188.1 billion, a 0.1% decrease YoY but a 12.1% increase QoQ. However, operating income remained negative at ₩-0.9 billion, with net income also showing a loss at ₩-3.6 billion.
2. Reasons for Underperformance: Why the Continued Losses?
The main factors contributing to the operating loss are high financial costs and increased selling, general, and administrative expenses. Declining revenue trends and a lack of tangible returns on R&D investment are also contributing factors.
3. Future Growth Drivers and Opportunities: Is There Potential for a Rebound?
- Continued investment in future growth drivers like Micro LED, UV LED, and VCSEL.
- Leading market share in the UV LED market and strong technological competitiveness.
- Potential for synergy with related companies.
4. Action Plan for Investors: What Should You Do?
In the short term, investors should be aware of potential stock price volatility due to weak earnings. A long-term perspective requires careful monitoring of profitability improvements, financial stabilization, and new business performance to formulate an effective investment strategy.