三星董事长警告：生死存亡

Core Viewpoint - Samsung Electronics is facing significant challenges in both the semiconductor and smartphone markets, prompting leadership to adopt a more aggressive and resilient approach to overcome these crises [1][2]. Group 1: Leadership and Strategy - Chairman Lee Jae-Yong emphasized the need for Samsung executives to embrace a "fight or die" mentality to address the company's survival issues, urging investments in future growth even at the cost of short-term profits [1]. - The company is undergoing a strict review of its system chip and foundry businesses, which may lead to management reshuffles and employee relocations [4]. - External business experts criticized Samsung for becoming complacent, suggesting that the company should focus on absolute excellence rather than merely surpassing competitors [4]. Group 2: Financial Performance - Samsung's foundry division reported an operating loss exceeding 2 trillion KRW (approximately 1.4 billion USD) in the last quarter of 2024 [2]. - The company's stock price has increased by 8% this year, which is significantly lower than SK Hynix's 20.6% increase [3]. - Samsung's operating profit for the first quarter of 2024 is expected to decline by 22.54% year-on-year to 5.12 trillion KRW (about 3.5 billion USD) [4]. Group 3: Market Position - Samsung's global market share in the television sector decreased from 30.1% in 2023 to 28.3%, while its smartphone market share fell from 19.7% to 18.3% [4]. - In the DRAM market, Samsung's share slightly decreased from 42.2% to 41.5% [4]. Group 4: Upcoming Events - Samsung Electronics will hold its annual shareholders' meeting on March 19, where key internal and external board members will be appointed, reflecting the company's commitment to "technology-centered management" [5]. - The meeting is part of a broader trend among major Korean companies to appoint technology management experts to strengthen growth momentum and outline future strategies [5][6].