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2026年8月29日星期六
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三星電子005930.KS

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關於三星電子

三星電子是韓國規模最大的企業,亦是三星集團的旗艦公司。其零件解決方案部門生產記憶體半導體,在DRAM及NAND快閃記憶體領域均居全球領導地位,同時經營晶圓代工及系統半導體設計業務。獨立的設備體驗部門則在全球銷售Galaxy智慧型手機、電視及家用電器,關聯企業亦供應顯示面板。記憶體晶片通常貢獻絕大部分獲利,使盈利表現高度依賴半導體價格週期;手機與消費電子業務則提供龐大規模、品牌影響力及廣泛的全球銷售通路。

該股是韓國基準指數KOSPI的最大權重股,亦是多數佈局韓國市場的境外基金的核心持股,因此普遍被視為投資韓國市場的代表性標的。投資者密切追蹤記憶體晶片週期,因DRAM及NAND價格波動主導盈利走勢,亦關注先進晶圓代工市場的競爭格局。公司治理方面,市場焦點集中於創辦人李氏家族的控制權,其透過與三星物產、三星生命等關聯企業的交叉持股行使影響力。公司維持以定期股息為核心的股東回報政策,優先股則另行掛牌交易,價格較普通股有所折讓。

三星電子於1969年在水原以三星集團旗下電子事業的形式正式成立,而三星集團本身則由李秉喆於1938年創辦,起初以貿易業務起家。公司初期從事電視機及家電的組裝,1970年代進軍半導體領域,並於1988年透過與三星半導體通信合併,確立了現行的一體化架構。李健熙會長於1990年代初期發起以品質為先的「新經營」改革,引導公司轉向高端產品與全球品牌戰略。時至今日,三星電子是集團的旗艦企業,顯示面板、電機元件及IT服務等業務則由各姊妹公司分別承擔。

公司營收來自截然不同的兩大渠道。零件業務依據供需議定的供應協議,向其他企業(包括裝置業務的競爭對手)銷售記憶體晶片及提供晶圓代工服務;晶圓代工部門則積極爭取晶片設計公司的多年訂單。消費業務方面,公司透過幾乎遍及全球每個國家的電信商、零售商及網路渠道銷售智慧型手機、電視及家電,行銷規模與品牌實力為其核心競爭優勢。公司絕大多數營收來自韓國以外市場,同時在記憶體與邏輯晶片生產前沿領域雙線並進,是全球罕見的製造商之一。

公司簡介由LineVest編輯部撰寫。屬新聞報導,非投資建議。 委託撰寫三星電子的SEC完整報告 →

三星電子相關報導

24篇文章
三星電子2026年第二季:營業利益創新高達89.5兆韓元,MX部門2011年來首度單季虧損付費專屬
企業分析

三星電子2026年第二季:營業利益創新高達89.5兆韓元,MX部門2011年來首度單季虧損

三星電子2026年第二季:營收171.5兆韓元(年增130%),營業利益89.5兆韓元(年增1,817%),營益率52.2%。DS部門營益率達70%;MX部門2011年來首見單季虧損。

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Samsung Electronics Cuts ~840 U.S. Jobs as Consumer Division Exits New Jersey for Texas
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Samsung Electronics Cuts ~840 U.S. Jobs as Consumer Division Exits New Jersey for Texas

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EU Forces Android Open: Samsung (005930.KS) Gemini at Risk

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Samsung (005930.KS) ₩600M DS Bonus Sparks DX Union Rally

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Samsung (005930.KS) Cuts Foldable Perk as Memory Costs Bite

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Samsung (005930.KS) ₩46T HBM Plant Clears Fast-Track Permit

Asan City, a manufacturing hub in South Chungcheong province about 90 km south of Seoul, said this week it has opened fast-track permitting for Samsung Electron

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Samsung Electronics (005930.KS) Union Fights Voucher Bill

Samsung Electronics (005930.KS), the world's largest memory-chip maker, saw its biggest labor union—representing roughly 73,000 members, or about 57 percent of

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Samsung (005930.KS) MX Unit Eyes First-Ever Quarterly Loss

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Samsung (005930.KS) Q2 Profit Surges 19x to Record ₩89.4T

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Samsung (005930.KS), SK hynix ₩800T Chip Bet Stokes Tariff Risk

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Samsung (005930.KS), SK Hynix Drop Mattson Ahead of US Curbs

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Samsung (005930.KS), SK Hynix Rise 8–11% as Kospi Tops 8,000

South Korea's chip duo staged one of the sharpest reversals of the year on Friday, July 3, and the pattern of the move matters more than its size. The Kospi (Ko

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Samsung Electronics Union Chief Survives Confidence Vote With 87.5% Mandate, Eyes Separate DS Chip Bargaining in 2027
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Samsung Electronics Weighs KRW 90 Trillion Buyback as Memory Export Boom Signals Q2 Earnings Beat
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Samsung Electronics Weighs KRW 90 Trillion Buyback as Memory Export Boom Signals Q2 Earnings Beat

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常見問題

三星電子的業務涵蓋哪些範疇?

三星電子是韓國規模最大的企業,業務涵蓋記憶體半導體、透過晶圓代工生產的邏輯晶片、Galaxy智慧型手機、電視及家用電器。公司在DRAM及NAND快閃記憶體領域居全球領先地位,其零件部門向全球眾多電子製造商供應產品,客戶甚至包括自身裝置業務的競爭對手。

誰掌控三星電子?

創辦人李氏家族透過複雜的關聯企業股權網絡行使控制權,主要依托三星物產及三星生命保險所持股份,輔以家族成員的直接持股。韓國國民年金公團及廣泛的境外機構投資者持有其餘大部分股份,目前無任何單一股東持有過半數股權。

境外投資者如何佈局三星電子?

三星電子普通股及優先股均在韓國交易所掛牌,股票代碼為005930.KS。公司亦在倫敦證券交易所上市全球存託憑證(GDR),原於盧森堡掛牌的GDR已於2025年2月下市並整合至倫敦市場。許多投資者則透過提供韓國市場交易服務的國際券商,或以韓國為主題的ETF進行佈局——三星電子通常是此類ETF中持股比重最大的成分股。

答覆為一般資訊之編輯摘要,非投資建議。

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