Samsung Electronics Dirección
Dirección controles de criterios 2/4
El CEO de Samsung Electronics es Tae-Moon Roh, nombrado en Nov 2025, tiene una permanencia de menos de un año. posee directamente un 0.001% de las acciones de la empresa, con un valor de ₩29.25B. La antigüedad media del equipo directivo y de la junta directiva es de 2.6 años y 2.3 años, respectivamente.
Información clave
Tae-Moon Roh
Chief Executive Officer (CEO)
n/a
Compensación total
| Porcentaje del salario del CEO | n/a |
| Permanencia del CEO | less than a year |
| Participación del CEO | 0.001% |
| Permanencia media de la dirección | 2.6yrs |
| Promedio de permanencia en la Junta Directiva | 2.3yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Jun 23
A005930: Tight Memory Supply And AI Demand Will Reprice Earnings Power
Analysts have lifted the fair value estimate for Samsung Electronics to ₩712,450 from ₩671,666, citing updated assumptions for revenue growth, profit margins and future P/E multiples in light of recent sector research pointing to tighter memory supply and higher pricing. Analyst Commentary Recent research on Samsung Electronics highlights a cluster of positive views around memory pricing, supply tightness and long term demand from areas like AI and advanced packaging.Artículo de análisis • Jun 19
Samsung Electronics (KOSE:A005930) Stock Could Be 73% Overvalued After Its Sharp Rally
Samsung Electronics (KOSE:A005930) has drawn fresh investor attention after recent share price moves, with the stock’s one-month and past three-month performance standing out against its longer term return profile and fundamentals. See our latest analysis for Samsung Electronics. The recent share price rally, including a 31.07% 1-month share price return and 81.42% over three months, sits within a much stronger longer-term picture, with total shareholder return over the past year already very...Actualización de narrativa • Jun 05
A005930: Tight DRAM And HBM Supply Will Reprice Future Earnings Power
Samsung Electronics' analyst fair value estimate has been lifted from ₩360,000 to about ₩671,666, with analysts pointing to firmer memory pricing, tighter supply expectations and higher sector price targets as key supports for the higher implied future P/E of 11.0x. Analyst Commentary Recent Street research around Samsung highlights a cluster of constructive views on memory pricing, capacity tightness and Samsung's role in high bandwidth memory and advanced packaging.
Actualización de narrativa • May 21
A005930: DRAM Price Swings And HBM4 Supply Wins Will Eventually Pressure Earnings
Analysts have lifted the fair value estimate for Samsung Electronics from ₩173,528 to ₩205,000. The revision reflects updated assumptions for higher revenue growth and profit margins, a lower projected P/E multiple, and a slightly reduced discount rate informed by recent sector research on memory pricing and capacity investment.Actualización de narrativa • May 06
A005930: Elevated AI Memory Hopes Will Eventually Expose HBM4 Execution Risks
Narrative Update: Samsung Electronics Price Target Revision The updated analyst model for Samsung Electronics now points to a fair value of ₩173,528, up from ₩125,890. The revision is linked to higher assumed future P/E multiples and slightly stronger profit margins, while revenue growth expectations are set at a lower rate and sector research highlights Samsung's positioning in high bandwidth memory for Nvidia's Vera Rubin platform.Actualización de narrativa • Apr 21
A005930: AI Memory Wins And HBM4 Capacity Build Will Reshape Earnings Power
Analysts have lifted their fair value estimate for Samsung Electronics from ₩90,000 to ₩360,000, reflecting updated assumptions that now point to much higher revenue growth and profit margins, alongside a lower future P/E and a slightly reduced discount rate, supported in part by recent research highlighting Samsung's positioning in high bandwidth memory supply for Nvidia's Vera-Rubin platform and a recent upgrade from Erste Group. Analyst Commentary Recent Street research highlights how Samsung's role in high bandwidth memory supply for Nvidia's Vera-Rubin platform feeds directly into the upgraded fair value framework.
Actualización de narrativa • Apr 06
A005930: Tight DRAM Supply And HBM4 AI Wins Will Drive Future Returns
Analysts have lifted the fair value estimate for Samsung Electronics to ₩239,873 from ₩193,661, reflecting updated assumptions around slightly higher discount rates, more measured revenue growth and margins, and a higher future P/E multiple tied to its positioning in advanced memory and HBM4 supply for Nvidia's Vera-Rubin platform. Analyst Commentary Recent Street research around Samsung and the broader memory market provides a mixed but informative backdrop for thinking about the higher fair value estimate and the company’s role in high bandwidth memory and advanced fabs.Actualización de narrativa • Mar 23
A005930: Prolonged Tight DRAM Supply Will Eventually Undermine AI Memory Optimism
Analysts have increased the Samsung Electronics fair value estimate from ₩113,241 to ₩125,890. Updated assumptions for revenue growth, profit margins and a higher future P/E reflect increased confidence in its position in high bandwidth memory and broader DRAM supply trends.
Nueva narrativa • Mar 20
Riding the AI memory boom
Samsung operates as a two-engine business made up of consumer devices such as phones, TVs, and appliances, and semiconductors, especially memory chips. Today, the investment case is mainly driven by the semiconductor segment.Actualización de narrativa • Mar 09
A005930: Tight DRAM Supply Through 2027 Will Eventually Pressure AI Upswing
Analysts have lifted their fair value estimate for Samsung Electronics from about ₩82,600 to around ₩113,200, citing higher assumed revenue growth, a stronger profit margin profile, and a richer future P/E multiple supported by recent upgrades and tighter DRAM supply expectations through 2027. Analyst Commentary Recent research on Samsung Electronics has highlighted both constructive and cautious views, with much of the bullish tone anchored to expectations for a tight DRAM supply backdrop through at least 2026.Actualización de narrativa • Feb 22
A005930: Tight DRAM Supply And AI Partnerships Will Shape Future Returns
Analysts have kept their fair value estimate for Samsung Electronics steady at ₩193,661 while updating assumptions such as a slightly lower discount rate and a higher future P/E, citing recent upgrades on the stock and expectations that DRAM supply remains tight through at least 2026 despite new fab announcements. Analyst Commentary Recent Street research continues to frame Samsung Electronics within a tight DRAM supply story, with analysts weighing the impact of new capacity announcements against the timing of actual production.Actualización de narrativa • Feb 08
A005930: Tight DRAM Supply And AI Demand Will Support Future Returns
Analysts have raised their fair value estimate for Samsung Electronics from ₩166,386.74 to ₩193,661.40, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple, along with recent research highlighting tight DRAM supply expectations and fresh upgrades on the stock. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent upgrades on Samsung reflect growing confidence in the company’s ability to execute on its core semiconductor and memory roadmap, which feeds into higher fair value assumptions.Actualización de narrativa • Jan 25
A005930: Tight DRAM Supply And AI Demand Will Support Future Profitability
Analysts have lifted their fair value estimate for Samsung Electronics from ₩129,604 to ₩166,387, citing updated assumptions that include stronger revenue growth, higher profit margins, and a lower future P/E multiple, supported by recent research highlighting constrained DRAM supply over the next several years. Analyst Commentary Recent Street research around Samsung and the wider memory sector has focused heavily on DRAM supply plans, which feeds directly into how analysts think about Samsung's earnings power, capital allocation, and valuation multiples over the next few years.Actualización de narrativa • Jan 10
A005930: AI Optimism Will Eventually Expose Margin Pressure In Chip Upswing
Analysts have trimmed their fair value estimate for Samsung Electronics from ₩90,533.46 to ₩82,645.91 as they recalibrate assumptions around profit margins and a higher future P/E multiple, while keeping revenue growth expectations and the discount rate broadly in line. Analyst Commentary Recent changes to the fair value estimate for Samsung Electronics highlight that some inputs in analysts' models, such as profit margins and the assumed future P/E multiple, are under review rather than locked in.Artículo de análisis • Jan 05
After Leaping 27% Samsung Electronics Co., Ltd. (KRX:005930) Shares Are Not Flying Under The Radar
Samsung Electronics Co., Ltd. ( KRX:005930 ) shares have continued their recent momentum with a 27% gain in the last...Actualización de narrativa • Dec 27
A005930: Rising Memory Prices Will Eventually Reveal Vulnerability Of AI Upswing
Analysts have modestly lifted their price target on Samsung Electronics to about ₩90,500 from roughly ₩89,900, citing slightly lower discount-rate assumptions, along with stronger expected revenue growth, improved profit margins, and a marginally cheaper projected future P/E multiple. Analyst Commentary Bearish analysts acknowledge the improved outlook for Samsung Electronics but continue to flag several areas of concern that could cap upside to the shares.Actualización de narrativa • Dec 13
A005930: Elevated Memory Margins Will Expose Downside If AI Demand Fades
Analysts have lifted their price target for Samsung Electronics significantly, reflecting a reassessment of fair value toward roughly ₩90,000 per share. This has been driven by expectations for structurally higher profit margins despite moderating revenue growth and a lower assumed future P/E multiple.Actualización de narrativa • Nov 29
A005930: Chip Price Increases Will Drive Profit Margins And Share Price Higher
Samsung Electronics' analyst price target has been raised from ₩127,290 to ₩129,604. This reflects analysts' optimistic outlook based on improved growth projections and stronger profit margins.Actualización de narrativa • Nov 15
A005930: Memory Chip Price Hikes Will Drive Share Price Upside
Analysts have raised their fair value target for Samsung Electronics from ₩116,541.94 to ₩127,289.97, citing improved expectations for revenue growth and profit margins. Analyst Commentary Recent analyst commentary on Samsung Electronics reflects a mix of optimism about the company's future prospects and caution regarding operational risks and market dynamics.Actualización de narrativa • Oct 31
A005930: Future AI Demand And Margin Upside Will Drive Earnings Recovery
Analysts have raised their fair value estimate for Samsung Electronics from ₩105,207 to ₩116,542. They cite improving profit margins, even though revenue growth projections have been tempered.Actualización de narrativa • Oct 17
AI And Memory Demand Will Catalyze Semiconductor Turnaround
Analysts have raised Samsung Electronics' fair value price target from approximately ₩92,645 to ₩105,207. They cite the company's recent large contract wins and a sustained upturn in the DRAM market as key drivers behind the upgrade.Actualización de narrativa • Oct 03
AI And Memory Demand Will Catalyze Semiconductor Turnaround
Samsung Electronics' analyst price target has been raised from approximately ₩83,700 to ₩92,600. This change reflects improved sentiment driven by a major contract win, expectations of higher revenue growth and profit margins, and a positive outlook for the DRAM market according to analysts.Artículo de análisis • Oct 01
Earnings Not Telling The Story For Samsung Electronics Co., Ltd. (KRX:005930) After Shares Rise 27%
Samsung Electronics Co., Ltd. ( KRX:005930 ) shares have continued their recent momentum with a 27% gain in the last...Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | ₩83t |
| Dec 31 2025 | n/a | n/a | ₩44t |
| Sep 30 2025 | n/a | n/a | ₩30t |
| Jun 30 2025 | n/a | n/a | ₩30t |
| Mar 31 2025 | n/a | n/a | ₩35t |
| Dec 31 2024 | ₩5b | ₩1b | ₩34t |
| Sep 30 2024 | n/a | n/a | ₩32t |
| Jun 30 2024 | n/a | n/a | ₩28t |
| Mar 31 2024 | n/a | n/a | ₩20t |
| Dec 31 2023 | ₩6b | ₩1b | ₩14t |
| Sep 30 2023 | n/a | n/a | ₩32t |
| Jun 30 2023 | n/a | n/a | ₩36t |
| Mar 31 2023 | n/a | n/a | ₩45t |
| Dec 31 2022 | ₩4b | ₩1b | ₩55t |
Compensación vs. Mercado: Datos insuficientes para determinar si la compensación total de Tae-Moon es razonable en comparación con empresas de tamaño similar en el mercado KR.
Compensación vs. Ingresos: La compensación de Tae-Moon ha sido consistente con los resultados de la empresa en el último año.
CEO
Tae-Moon Roh (58 yo)
less than a year
Permanencia
₩5,099,000,000
Compensación
Mr. Tae-Moon Roh, Ph D., serves as President, Head of Mobile eXperience & Executive Director of Samsung Electronics Co., Ltd. from March 16, 2022 and serves as its Acting Head of Device eXperience (DX) Div...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO, Head of Mobile eXperience & Head of Device eXperience Division and Exec Director | less than a year | ₩5.10b | 0.0015% ₩ 29.2b | |
| President & Head of Corporate Management Office at DX Division | 4.6yrs | ₩3.35b | sin datos | |
| President & Head of Foundry Business | 5.7yrs | ₩6.90b | sin datos | |
| Vice Chairman | 1.3yrs | sin datos | 0.00049% ₩ 9.7b | |
| President and Chief Legal Officer | 17.3yrs | sin datos | sin datos | |
| President | 6.5yrs | sin datos | sin datos | |
| President & Chief Design Officer | 1.3yrs | sin datos | sin datos | |
| Executive VP & CFO | 1.6yrs | sin datos | sin datos | |
| President | less than a year | sin datos | sin datos | |
| Head of Investor Relations | no data | sin datos | sin datos | |
| Head of Compliance Team & Executive VP | 3.6yrs | sin datos | sin datos | |
| Managing Director and Director of Corporate Communications | no data | sin datos | sin datos |
2.6yrs
Permanencia media
60yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de A005930 se considera experimentado (2.6 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO, Head of Mobile eXperience & Head of Device eXperience Division and Exec Director | 4.3yrs | ₩5.10b | 0.0015% ₩ 29.2b | |
| Vice Chairman | 1.3yrs | sin datos | 0.00049% ₩ 9.7b | |
| Executive Director | less than a year | sin datos | 0.00048% ₩ 9.5b | |
| Independent Director | 1.3yrs | sin datos | 0% ₩ 0 | |
| Independent Director | 4.3yrs | sin datos | sin datos | |
| Independent Director | 3.7yrs | sin datos | sin datos | |
| Independent Chairman of the Board | 2.3yrs | sin datos | sin datos | |
| Independent Director | 2.3yrs | sin datos | 0.000010% ₩ 197.6m |
2.3yrs
Permanencia media
61.5yo
Promedio de edad
Junta con experiencia: La junta directiva de A005930 no se considera experimentada (2.3 años de permanencia promedio), lo que sugiere una nueva junta directiva.
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/05 05:56 |
| Precio de las acciones al final del día | 2026/07/03 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Samsung Electronics Co., Ltd. está cubierta por 63 analistas. 37 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| Nam Hyung Kim | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |