Samsung Stock Price Prediction 2025 to 2035

Samsung Stock Price Prediction 2025 to 2035 When investors talk about the Samsung stock price, they’re not just thinking about a smartphone maker — they’re talking about a technology behemoth that dominates semiconductors, memory chips, consumer electronics, and more. As Samsung Electronics navigates the explosive demand wave from AI, 5G, and next-gen memory, its future looks both promising and risky. In this post, we’ll break down likely scenarios for the Samsung stock price from 2025 through 2035, the key drivers, risks, and what long-term investors might realistically expect.

Current Context (as of 2025)

To predict where the Samsung stock price might go over the next decade, it’s critical to anchor ourselves in the company’s present fundamentals.

  1. Strong Q3 2025 earnings
  2. AI-led memory boom
    • Analysts expect continued strong demand for advanced memory (HBM, DDR5, etc.) thanks to AI infrastructure expansion. Yahoo Finance
    • According to KB Securities, Samsung’s HBM revenue could triple by 2026, transforming its earnings into a “structural growth” phase. Yahoo Finance
  3. Broader business strength
    • On the consumer side, Samsung leverages its mobile and device-experience divisions. Its Galaxy Z-Fold 7 and Flip 7 are doing well, helping monetize premium smartphone demand. Korea Joongang Daily
    • Its “Home AI” vision — combining smart devices, screens, and IoT — could unlock new recurring revenue over time. Samsung Semiconductor Newsroom
  4. Recent risks
    • In Q2 2025, Samsung’s chip business posted significantly lower profits: the DS division’s operating profit plunged. CNBC
    • The company itself warned of limited Q1 2025 earnings growth due to weak traditional memory demand and noted that recovery may depend on second-quarter momentum. The Economic Times

Key Drivers for Samsung Stock Price (2025–2035)

To forecast the Samsung stock price, we need to examine the levers that can push the company’s earnings and valuation: Samsung Stock Price

  • AI demand: Continued growth in AI data centers will fuel demand for HBM, DDR5, and server SSDs.
  • Memory mix shift: Moving away from commodity DRAM/NAND toward high-value products (like HBM and 2 nm process) will boost margins. Samsung Semiconductor Newsroom
  • Foundry business: If Samsung can scale its foundry (contract-manufacturing) operations with advanced nodes (2 nm, etc.), it could become a major play in custom AI chips.
  • Smart devices & premium phones: AI-equipped Galaxy devices (phones, foldables) could increase ASPs (average selling prices) and profitability.
  • Global expansion & diversification: New fab investments, more efficient production, and revenue from new geographies or products.
  • Capital return: Share buybacks, dividends, or efficient capex can make Samsung stock attractive even if growth slows.

Risks That Could Weigh on the Stock

On the flip side, several risk factors could drag the Samsung stock price lower or compress its upside: Samsung Stock Price

  • Volatile memory pricing: Memory markets are notoriously cyclical. If DRAM/NAND prices fall, margins could collapse.
  • Supply overhang: Aggressive capex, especially in memory or foundries, could lead to oversupply down the line.
  • Competition: Rivals like SK Hynix, Micron, and TSMC (in foundry) are all very strong. SK Hynix in particular has been aggressive in HBM. Financial Times+1
  • Geopolitical risk: Export restrictions, trade tensions, or changes in subsidy regimes (in South Korea or globally) could hit Samsung’s cost structure or market access.
  • Technological risk: If Samsung’s 2 nm or advanced process nodes don’t scale well, or if its HBM4 isn’t adopted broadly, it could lose ground.
  • Macro risk: A broader macro slowdown (e.g., weaker capex from cloud companies, recession) could reduce demand for both memory and devices. Samsung Stock Price

Projected Scenarios for Samsung Stock Price (2025–2035)

Here’s how I see three plausible scenarios for the Samsung stock price, based on different assumptions about earnings growth, valuation multiples, and risks.

ScenarioKey AssumptionsEstimated Samsung Stock Price Range (in KRW)
Base / Moderate Growth• AI-driven memory margin improves slowly
• Foundry scale-up is gradual
• Device business grows steadily
~ 100,000 – 140,000 KRW by end-2028
~ 120,000 – 200,000 KRW by 2035
Bull / High Growth• Rapid adoption of HBM 4
• Foundry business becomes meaningful
• Premium device sales accelerate
~ 130,000 – 170,000 KRW (2028)
~ 180,000 – 300,000+ KRW (2035)
Bear / Downside Risk• Memory prices drop again
• Foundry losses persist
• Device segment underperforms
~ 70,000 – 100,000 KRW (2028)
~ 60,000 – 120,000 KRW (2035)

Why these ranges make sense: Samsung Stock Price

  • Base case assumes Samsung continues to ride the AI-memory wave but doesn’t dominate. Its earnings grow steadily, and the market rewards it with a slightly higher multiple than today.
  • Bull case imagines Samsung executing strongly: HBM4, foundry, and devices all scale up, and investors bid up the stock aggressively.
  • Bear case is more cautious — memory cyclicality or technological missteps weigh on earnings, or macro challenges drive a reset in valuation.

Key Metrics to Watch (2025–2035)

For investors tracking the Samsung stock price, here are the most important metrics to follow over coming years:

  1. Memory ASPs (average selling price) — especially for HBM, DDR5, and server SSDs.
  2. Operating margins in the Device Solutions division.
  3. Foundry utilization / profitability — is Samsung able to turn its fabs into cash-generating assets?
  4. Capex trends — where Samsung is investing capital (memory, logic, foundry).
  5. Smartphone / device ASPs — how much are consumers paying for AI features?
  6. Macro indicators — data center investment, cloud capex, AI infrastructure growth, inflation.
  7. R&D progress — especially in process nodes (2 nm, 1.x nm), HBM4, and packaging.

Frequently Asked Questions (FAQ)

Q1: Will Samsung’s memory business remain the key driver of earnings?
A: Yes, for now. The memory business, especially high-value parts like HBM and server SSDs, is central to Samsung’s earnings thesis. AI demand is fueling strong growth, and margins are improving. Korea Joongang Daily+1 Over time, the foundry business could become equally important — if Samsung successfully scales its 2 nm or other advanced node fabs.

Q2: Is Samsung a better play than pure-play memory companies (e.g., Micron, SK Hynix)?
A: It depends on your risk profile. Samsung offers diversification across memory, devices, and foundry. That can reduce risk compared to a pure memory play. But in bull scenarios for memory, pure-play companies might deliver sharper returns. Investors need to weigh diversification vs. concentration.

Q3: How likely is Samsung to deliver on “structural earnings growth”?
A: Quite plausible. According to KB Securities, Samsung could see structural earnings growth due to HBM demand running through 2027 and potentially beyond. Yahoo Finance However, this is not risk-free — it depends on execution, capex, and competition.

Q4: What are the key risks to my investment if I buy Samsung stock now (2025)?
A: Major risks include a drop in memory pricing, oversupply, geopolitical tensions, or execution issues in scaling foundry or advanced memory. Also, if macro conditions worsen, AI capex could slow, hurting demand.

Q5: Can Samsung trade at very high valuations (e.g., like a pure growth tech)?
A: It’s possible but unlikely in the short-to-medium term, unless its foundry business becomes a major profit driver or its memory business permanently shifts to very high-margin products. Even then, investors may discount it relative to pure-play cloud or AI companies because of its hardware-heavy business model.

Conclusion

The Samsung stock price over the next decade (2025–2035) is likely to ride on the back of AI-driven memory demand, strategic capital investments, and its strong consumer electronics ecosystem. Under a base-case scenario, Samsung looks set to deliver solid, structural earnings growth, potentially pushing its share price significantly higher from 2025 levels. In a bullish scenario, if Samsung nails HBM4 production, scales its foundry business, and sees strong premium device adoption, the stock could reach very ambitious valuations. But it’s not without risk: memory cyclicality, geopolitical headwinds, or tech execution failures could derail the upside.

Leave a Comment