Overview
Silicon Motion Q3 2025 sales grows 22% Q/Q
Company's eMMC and UFS products driven by rebounding smartphone market and market share gains
Outlook
Silicon Motion expects 4Q 2025 revenue between $254 mln and $266 mln
Company projects 4Q 2025 gross margin of 48.4% to 49.4%
Silicon Motion anticipates 4Q 2025 operating margin of 11.5% to 13.2%
Result Drivers
SMARTPHONE MARKET - eMMC and UFS products saw strong growth driven by a rebounding smartphone market and market share gains
AUTOMOTIVE SEGMENT - Growth in automotive segment driven by increased product diversification and new customer ramps
AI DEMAND - PCIe5 client SSD controller sales grew 45% Q/Q due to AI-at-the-edge PCs and white box AI server demand
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Beat | $242 mln | $224.43 mln (8 Analysts) |
Q3 Adjusted Gross Margin | 48.70% | ||
Q3 Adjusted Operating Expenses | $79.50 mln | ||
Q3 Adjusted Operating Margin | 15.80% |
Press Release: ID:nGNXbz4h20
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)