雪上加霜！三星电子联席CEO去世

Core Viewpoint - The sudden death of Samsung Electronics' co-CEO Han Jong-hee has shocked the company during a period of business decline, highlighting the leadership crisis the company is facing [1][2]. Group 1: Leadership Changes - Han Jong-hee, who was appointed co-CEO in December 2021, passed away due to cardiac arrest, leaving the company without a clear successor [1][2]. - Following Han's death, Jun Young-hyun will become the sole CEO, having been appointed co-CEO just a week prior [2]. Group 2: Business Challenges - Samsung is experiencing significant challenges in the semiconductor sector, lagging behind competitors like SK Hynix and TSMC in the AI chip market [2][4]. - The company's stock price has dropped approximately 22% over the past year, contrasting sharply with the stock price increases of Apple, SK Hynix, and TSMC, which have risen at least 25% [3][4]. Group 3: Market Position and Competition - Samsung's market share in the global AMOLED smartphone display market has decreased by 20 percentage points to 40% due to competition from emerging Chinese companies [4]. - Chinese semiconductor manufacturers are rapidly closing the gap with Samsung, with SMIC now being the third-largest contract chip manufacturer globally [4]. Group 4: Financial Performance - Samsung's annual revenue is projected to grow by 16% in 2024, reaching approximately 301 trillion KRW (about 205 billion USD), with the components division, including semiconductors, recovering from previous losses [4]. - The operating profit for the components division is expected to be 15.1 trillion KRW, which is only about one-third of the pre-pandemic peak [4]. Group 5: Future Outlook - Despite current challenges, Samsung retains the largest chip manufacturing capacity globally and has the financial resources to continue investing in key technologies [5].