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● Semiconductor Crossroads: Rebound or Ruin?

Samsung Electronics Crisis and Global Economic Outlook – Key Points Summary

1. Recent Crisis Signals for Samsung Electronics

Problems have emerged in Samsung Electronics’ smartphone, foundry, and design sectors.

There was an initial apology due to smartphone overheating issues and performance limitations.

The crisis management has intensified as the Exynos design division lags behind competitors.

In the DRAM sector, the second apology came as the production of new products, including HBM, failed.

2. Crisis in Technology and Production Aspects

Samsung’s memory business, once a growth engine, is expected to experience a sharp slowdown in growth within the next 10 years.

There are structural limitations in the DRAM and HBM production process, requiring at least 7-8 months for design changes and yield acquisition.

Due to this, a long-term improvement is needed rather than a short-term rebound.

3. Global Semiconductor and AI Technology Competition Environment

Samsung Electronics is losing market share as competitors such as TSMC and Qualcomm are rapidly strengthening their technological capabilities.

Especially in the foundry market, the market share, which used to be 20%, has fallen to the early 9% range, pushed by Chinese companies and TSMC.

With the rise of the AI market, semiconductor and AI technologies are having a significant impact on the global economic outlook and economic prospects.

AI-related semiconductor performance is still insufficient, making it crucial for Samsung to secure future revenue sources.

4. Structural Problems and Future Critical Point

The crisis Samsung Electronics is experiencing is not just a simple cyclical downturn but is due to internal innovation failures and loss of fundamental technological competitiveness.

The first and second apologies were warnings of the crisis, and if a third apology occurs, the situation could become more serious.

Like the message that “Samsung’s fate will be decided in 2025,” if changes are not made properly from now on, overall management and technological innovation are expected to be disrupted.

5. Ripple Effects on the Overall Economy

The crisis of Samsung Electronics extends beyond a simple corporate level and is linked to regional imbalances and aging society issues throughout Korea.

Structural crises are also emerging in public broadcasting and the media industry, threatening the sustainability of the overall economy.

It is time for major countries, including Korea, to seek structural changes to strengthen their technological and production competitiveness in the global economic outlook.

< Summary >

Recently, Samsung Electronics is facing a structural crisis in smartphones, foundry, design, and DRAM production. The first apology started with smartphone overheating issues, and the second apology led to the loss of competitiveness in memory sectors such as HBM. If technological innovation and production efficiency are not secured in the competition with TSMC and Chinese foundry companies, the fate may depend on the critical point of “2025,” which is expected to have a significant impact on the overall economy, including the global economic outlook, Samsung Electronics crisis, semiconductors, AI technology, and economic prospects.

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*YouTube Source: [경제 읽어주는 남자(김광석TV)]

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