Samsung Electronics will hold a global strategy meeting next week to review its business strategies for the second half of the year. With increasing demand for AI semiconductors and growing uncertainty in the global economy, improving performance in both the semiconductor and device sectors is expected to be a key agenda item.
According to industry sources on June 11, Samsung will conduct the global strategy meetings for its Device Experience (DX) and Device Solutions (DS) divisions from June 16 to 18. This annual meeting brings together top executives and heads of overseas subsidiaries to share business updates, regional issues, and long-term strategies.
The DX division meeting will be chaired by President Roh Tae-moon. It will kick off on June 16 with the Mobile Experience (MX) division, followed by meetings for the Video Display (VD) and Home Appliances (DA) divisions on June 17, and a comprehensive DX division meeting on June 18. The DS division meeting will also take place on June 18, led by Vice Chairman Jeon Yong-hyun.
In the MX division, the sales strategy for the upcoming Galaxy Z Fold and Flip products is expected to be a central topic. Given the limited recovery in the smartphone market, discussions will likely focus on expanding sales of foldable products, defending profitability, and strategies for the Galaxy AI services.
The VD and DA divisions are anticipated to address countermeasures against low-cost competition from Chinese firms and intensified competition in the premium market. Key agenda items will also include expanding TV platform businesses, subscription and service models, and enhancing AI appliance competitiveness.
Industry experts believe that Samsung will strengthen its strategy to increase profitability this year by combining AI features and platform services with hardware sales in its device business.
For the DS division, the focus will be on restructuring the High Bandwidth Memory (HBM) and foundry businesses. Samsung is accelerating preparations for HBM4 mass production and HBM4E development, and it is expected to review supply schedules for major clients and forecasts for AI data center demand during the meeting.
The foundry business will also be a significant topic of discussion. Samsung is concentrating on securing new clients and expanding orders ahead of the operation of its Taylor, Texas, factory. Analysts view the improvement of foundry profitability as a crucial factor for the recovery of the DS division's performance this year.
The meeting is also likely to address the global economic slowdown, geopolitical risks in the Middle East, and rising raw material prices. Samsung plans to reassess its sales strategies and supply chain responses for the second half of the year to accelerate performance recovery.
* This article has been translated by AI.
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