It's like a sharp wind preview and a delayed release of an ambitious work...Samsung Electronics Co., Ltd. [Y Record]

■ Host: anchor Lee Jung-seop, anchor Cho Ye-jin
■ Starring: Seo Eun-sook, professor of economics and finance at Sangmyung University

* The text below may differ from the actual broadcast content, so please check the broadcast for more accurate information. Please specify [YTN News START] when quoting.

◇Anchor> We're going to talk about Samsung, but Samsung is in crisis right now. In the midst of this, Chairman Lee Jae-yong is celebrating his second anniversary in office. However, there were no inauguration events or messages, but there was a prospect that there would be a large-scale personnel appointment internally.

◆Seo Eun-sook> It's been two years since Samsung Electronics Chairman Lee Jae-yong took office, and everyone points out that the business environment is changing very rapidly and the competitiveness of the main business is deteriorating as the company becomes very difficult. That's why Samsung Electronics' crisis theory is coming out now. In fact, the memory semiconductor part, which has been ranked No. 1 for more than 30 years, is for artificial intelligence, and we are called HBM memory. I was allowed to chase SK Hynix with this part at the forefront. Therefore, not only this part but also the system semiconductor part is planning to achieve the first place, and it is evaluated that it is very difficult to grow because it is blocked by the big wall of Taiwan's TSMC. So basically, large companies, especially Samsung, say November and December, so they say year-end greetings. And reorganize. I think they expect this to be much more performance-based than in previous years.

◇ Anchor> Chairman Lee Jae-yong seems to be scrambling to overcome the crisis. He met with Hyundai Motor Chairman Chung Eui-sun and Toyota Chairman Chung. In the midst of this, the mobile phone launch event was even delayed.

◆Seo Eun-sook> On the 25th, we released the Z Fold SE, which Samsung explained was the most ambitious Galaxy Fold phone of all time, on the 25th. However, it is evaluated as increasing market uncertainty by releasing it late after seven hours of scheduled sales. I think the focus is on why the company announced this late in a very bad atmosphere. So, in fact, Samsung has been producing Fold phones since 2019, and this is a situation where Chinese companies are chasing very scary right now. And for the second consecutive quarter, it lost the No. 1 position in the market share of fold phones to China. However, we promised to sell Samsung Dotcom from 9 a.m. and through the online mall of the three mobile companies as we usually can buy new phones, but as it came out at 4 p.m., it seems that it is more strange for the market not to release official data and official data on why it was delayed. Analysts say that there was a conflict between the development department and the sales and marketing department over whether to supplement some functions.

Excerpted from
: Lee Sun Digital News Team Editor

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