Samsung Electronics Co., Ltd.
KOSE-A005930
Company Overview
Samsung Electronics Co., Ltd. engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide. It provides home appliances comprising of refrigerators, air dresser, washing machines, dryers, cooking appliances, dishwashers, vacuum cleaners, air conditioners, and air purifiers. The company also offers TVs, sound devices, smartphones, tablets, monitors, smart and LED signages, watches, and other accessories, as well as provides memory storage solutions. In addition, it provides medical equipment; software design, development, and supply; toll processing of semiconductors and display panels; general logistics agency, financing, marketing, consulting, and technology and cloud services; venture capital investment; enterprise automation solutions and connected services; installation and optimization services for network devices; and digital advertising platforms. The company serves retail, hospitality, finance, transportation, education, government, manufacturing, public safety, and healthcare industries. Samsung Electronics Co., Ltd. was founded in 1938 and is based in Suwon-si, South Korea.
Name
Samsung Electronics Co., Ltd.
CEO
Tae-Moon Roh
Website
www.samsung.com
Sector
Technology Hardware, Storage and Peripherals
Year Founded
1969
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Bulls Say
Consistently growing demand from increasing penetration of electronic devices and device memory content will drive long-term growth in Samsung’s memory business.
Samsung could catch up in the AI memory space in the near-term, as existing HBM manufacturing processes are nearing their limits. Introduction of new standards such as hybrid bonding could level the playing field.
Leading Chinese smartphone chips have yet to prove comparable to chips made by international peers. Chinese smartphones could lack the capabilities needed to support growing GenAI workloads in the future.
Bears Say
Competition in the android smartphone market has spiked dramatically, with new players offering devices with similar capabilities to Samsung at lower prices. Samsung’s market share and margins appear vulnerable.
The rapid growth of Chinese memory manufacturers could lead to excessive capacity buildout, significantly eroding memory prices and deteriorating industry returns.
Samsung has neglected its investment in HBM for years. It is unlikely that enough R&D expertise has been accumulated to be able to level the playing field in the near-term even with new technologies introduced.