Samsung vs Corning Inc.
Side-by-side comparison of AI visibility scores, market position, and capabilities
KRX: 005930 Samsung Electronics at ~$228B revenue 2024 with record Q1 2025; world's largest memory chip maker and 720M OLED panels competing with TSMC, SK Hynix, and Apple across semiconductor, display, and mobile markets.
About
Samsung Electronics Co., Ltd. is a Suwon, South Korea-based global technology conglomerate — listed on the Korea Stock Exchange (KRX: 005930) and the world's largest manufacturer of memory semiconductors (DRAM, NAND flash), display panels (OLED and LCD), and smartphones — generating KRW 300.9 trillion (~$228 billion USD) in revenue in fiscal year 2024, with Q1 2025 revenue of KRW 79.14 trillion (an all-time quarterly record), driven by semiconductor division revenue of $96.9 billion (48% of total revenue), Galaxy S25 smartphone sales, and 720 million OLED panels shipped in 2024. The flagship subsidiary of the Samsung Group chaebol (founded by Lee Byung-chul in 1938), Samsung Electronics operates across semiconductors (memory, logic chips, foundry services), displays (flexible OLED, quantum dot), consumer electronics (TVs, appliances), and mobile (Galaxy smartphones, tablets, wearables).
Corning NY specialty glass and optical fiber (NYSE: GLW); upgraded Springboard plan $4B+ incremental sales by 2026 (20% op margin), 30% CAGR optical fiber for AI data centers, Gorilla Glass, competing with Prysmian and AGC.
About
Corning Incorporated is a Corning, New York-based specialty glass, ceramics, and optical physics company — publicly traded on the New York Stock Exchange (NYSE: GLW) as an S&P 500 Information Technology component — manufacturing optical fiber and cable (Optical Communications), display glass for LCD and OLED panels (Display Technologies), pharmaceutical glass packaging (Life Sciences), automotive emissions control substrate (Environmental Technologies), and Gorilla Glass for consumer electronics devices (Specialty Materials) through approximately 50,000 employees in 31 countries. In its upgraded "Springboard" growth plan, Corning set a target to add more than $4 billion in annualized sales (upgraded from the original $3 billion target) and achieve a 20% operating margin by end of 2026, with three primary drivers: 30% CAGR growth in the Optical Communications Enterprise segment serving AI data center connectivity, solar glass wafer revenue growth to $2.5 billion by 2028 (supplying advanced glass substrates for solar panels), and display glass pricing actions reflecting supply-demand rebalancing. The AI data center connectivity tailwind has accelerated Corning's optical communications growth — hyperscalers building out AI compute clusters (tens of thousands of GPU servers interconnected with high-bandwidth fiber networks) are driving demand for Corning's fiber optic cable products at unprecedented rates. CEO Wendell Weeks, who has led Corning since 2005, has managed the company through multiple technology transition cycles from CRT glass to LCD glass to fiber optics.
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