Samsung’s 2025 Fate

● **Samsung’s Existential Crossroads**

Analysis of Samsung Electronics’ Crisis Theory: Structural Challenges and Future Development Prospects

1. Milestones of the Samsung Electronics Crisis Theory

Discussions about Samsung Electronics’ crisis began three years ago with the GOS incident.
At that time, installing software that excessively suppressed heat generation in smartphones negatively impacted user experience.
Although an apology followed this issue, it was read as a signal of structural problems rather than a simple cycle decline.
The core content focuses on the limitations in smartphones and related sectors, and the loss of customer trust.
From the perspective of economic outlook and the global economy, this part has the potential to have ripple effects on key sectors such as semiconductors and DRAM in the future.

2. Structural Problems and Key Apologies

Samsung Electronics subsequently issued a second apology in the semiconductor sector in October 2024.
This apology is interpreted as a declaration acknowledging the ‘loss of fundamental technological competitiveness’ rather than a simple mistake apology.
Major sectors including smartphones, foundries, and LSI are experiencing ongoing crises.
In particular, it is emphasized that the company is failing to recover its inherent competitiveness in the DRAM production process.
Problems have emerged in overall product development and design processes, including yield, heat generation issues, and design innovation.

3. Recovery of Fundamental Competitiveness and Future Outlook

Samsung Electronics is in a situation where it must undertake technological and design redesigns.
In particular, it has entered a situation where it needs to comprehensively review the existing processes related to DRAM (HBM) production.
The product development process requires a minimum test period of 7 to 8 months, and even after that, additional adjustment periods are likely to be required.
Without such structural changes, it is unlikely that there will be a rebound or recovery of sales in the short term.
Although Samsung has maintained its position as the No. 1 player in the global semiconductor market with its superior technology and quality compared to other competitors, overcoming this crisis will not be easy.

4. The Decisive Crossroads of 2025

An important conclusion from the discussions is that “Samsung’s fate will be decided in 2025.”
In other words, without structural reforms right now, there is a high possibility that Samsung will falter at the crossroads when 2025 arrives.
Samsung Electronics must once again recover its technological competitiveness and achieve internal innovation.
Internally, management reshuffles and reallocation of personnel between departments are already underway, which is expected to contribute to the recovery of fundamental competitiveness in the long term.
From the perspective of economic outlook experts, although there may be short-term cyclical declines, the possibility of recovery cannot be ruled out when considering the overall situation of the global economy and the semiconductor market, but the process will certainly not be smooth.

Summary

The Samsung Electronics crisis theory began with the GOS incident three years ago, reflecting structural problems revealed in the smartphone and semiconductor sectors.
The first apology was in the form of issues related to user experience, and the second apology was in the form of acknowledging the loss of fundamental technological competitiveness.
In particular, it emphasized the need for redesign and a long test period related to DRAM (HBM) production.
2025 is presented as a decisive crossroads that will determine Samsung Electronics’ fate in the future, and internal innovation and recovery of technological competitiveness are urgently needed.
This article is structured considering SEO optimization related to economic outlook, global economy, semiconductors, Samsung Electronics, and DRAM.

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● Zelensky-Mayhem

Zelenskyy’s Approval Rating Increase and Its Background

There is news that Zelenskyy’s approval rating has increased.
It is analyzed that the dispute with Trump stimulated some national sentiment, leading to an increase in approval ratings.
However, it is questionable how long this will actually last and how substantial the effect is.
Some institutions suggest that Zelenskyy’s approval rating is overestimated at 45%, and in reality, it may not even reach 30%.

The Emergence of Rival Ruzhin and Changes in Internal Dynamics

Ruzhin, a former Ukrainian Chief of the General Staff, began to make a name for himself by gaining public trust in the process of conducting the war.
This change has increased the sense of crisis within the Zelenskyy government.
Zelenskyy’s attempt to remove Ruzhin from the commander’s position and send him as the British ambassador reflects this situation.
Ruzhin is emerging as an important variable in Ukraine’s political and military strategy, not just a simple figure.

Upcoming Presidential Election and Competition with Uh Zahnjin Candidate

In the upcoming presidential election, Uh Zahnjin, who will compete against Zelenskyy, is said to be receiving higher support than Zelenskyy in opinion polls.
This could lead to a rapid change in Ukraine’s political landscape both domestically and internationally.
Along with the risk that Zelenskyy’s existing support base may be limited to short-term effects, the emergence of a new strong competitor is increasing uncertainty in politics and the economy in the long term.

Overall Impact and Future Prospects

Zelenskyy’s dispute effect, Ruzhin’s rise, and the competition with Uh Zahnjin candidates can have repercussions not only on Ukrainian politics but also on the global economic market.
Domestic and foreign investors and global economic outlook experts believe that such political instability will affect economic investment and foreign investment.
In particular, it is an important variable directly related to economic indicators, market investment trends, and global capital flows.
It is necessary to continue to pay attention to how changes in the political sphere will affect the actual economic market and how they will develop in the short and long term.

Summary

Analysis of Zelenskyy’s Approval Rating Effect

Zelenskyy’s dispute effect led to an increase in approval ratings, but the actual figures fluctuate between 30 and 45%.

Ruzhin’s Rise and Internal Tensions

Ruzhin, a former Ukrainian Chief of the General Staff, gained public trust, stimulating tensions within the Zelenskyy government.

Presidential Election and Future Political Landscape

If the competition with Uh Zahnjin candidates does not fall through, internal political changes are expected to affect the global economic outlook, economy, investment, and market.

[Related Posts…]
Zelenskyy Analysis
Ruzhin Analysis

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