Samsung Electronics maps 2026 strategy with focus on AI, China ties, foldables

By Kim Na-yoon Posted : December 17, 2025, 14:37 Updated : December 17, 2025, 14:37
Yonhap


SEOUL, December 17 (AJP) - Samsung Electronics is setting its business strategy for 2026 amid prolonged global economic uncertainty, with artificial intelligence, cooperation with Chinese partners and leadership in foldable smartphones emerging as key priorities.

The company said on Wednesday it is holding global strategy meetings from Dec. 16 to 18. The Device eXperience (DX) division, which oversees smartphones, TVs and home appliances, is scheduled to meet on Dec. 16–17, followed by the Device Solutions (DS) division, which covers semiconductors, on Dec. 18.

The meetings are led by Roh Tae-moon, head of the DX division, and Jeon Young-hyun, vice chairman and head of the DS division, with more than 300 executives taking part. Samsung Electronics Chairman Lee Jae-yong is expected to receive a briefing on the discussions.

Lee recently met Tesla Chief Executive Elon Musk and Advanced Micro Devices CEO Lisa Su in the United States as part of efforts to strengthen partnerships with major global technology companies.

In semiconductors, Samsung is seeking to regain momentum in AI-related chips by upgrading technology and boosting production capacity. The company is competing with domestic rival SK hynix in the supply of high-bandwidth memory (HBM) used in Nvidia’s AI processors, while also exploring the possibility of manufacturing AMD’s next-generation central processing units using its 2-nanometer process.

Samsung is also pushing to expand AI-driven manufacturing at its semiconductor plants, including through its newly established Digital Twin Center, which is designed to improve efficiency by simulating production processes. Industry watchers said a recent U.S. decision to allow exports of Nvidia’s H200 AI chips to China could support Samsung’s AI memory sales in the Chinese market.

In its display and components businesses, Samsung is looking to deepen cooperation with Chinese partners. Yong Seok-woo, president and head of Samsung’s Visual Display Business, recently met Chen Yanshun, chairman of Chinese display maker BOE Technology Group, to discuss expanding supplies of liquid crystal display (LCD) panels, according to industry sources.

In smartphones, Samsung is facing intensifying competition in the foldable segment from Chinese rival Huawei and from Apple, which is widely expected to enter the foldable market in the coming years. Samsung aims to lift sales of its next-generation Galaxy Z Fold and Galaxy Z Flip models by around 10 percent from their predecessors, the sources said.

The company is also working to maintain its technological edge in foldables by refining form factors and reducing device thickness and weight, as competition accelerates across the premium smartphone market.

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