[Click eStock] "Samsung Electronics Group's 3 Companies Personnel Changes Focused on Human Resource Renewal and Technology Enhancement"

On the 29th, KB Securities evaluated Samsung's executive appointments for its three electronics affiliates as personnel changes focused on revitalization and technological enhancement.

The previous day, the executive appointments for Samsung Display, Samsung SDI, and Samsung SDS, key affiliates of Samsung Electronics, were announced.

Researcher Kim Dong-won stated, "The characteristic of this Samsung executive appointment is judged to be focused on strengthening technological capabilities through personnel revitalization of existing staff," adding, "Samsung Display has promoted Lee Cheong, head of the small and medium-sized OLED division, to president."

He pointed out, "In particular, the small and medium-sized OLED market is intensifying competition due to the market acceleration centered on China's BOE and the expansion of LG Display's market share, so this appears to be a will to find a breakthrough through strengthening next-generation technology."

Researcher Kim analyzed, "Samsung SDI appointed Choi Ju-seon as the new president. As an engineer-turned-executive, President Choi is expected to face the challenge of improving performance amid uncertain U.S. secondary battery subsidies and tariff policy environments."

He continued, "Samsung SDS newly appointed Lee Jun-hee as president. Lee Jun-hee led major orders from Verizon in the U.S. through the commercialization of 5G networks and 5G vRAN," adding, "It is expected that Lee Jun-hee will focus on increasing revenue through profitable cloud sales and building a generative AI platform."

He also mentioned, "Choi Yoon-ho, who served as president of Samsung SDI, was appointed as the inaugural head of the Management Diagnosis Office (president) at Samsung Global Research."

The business outlook is not optimistic. The memory semiconductor market in 2025 is expected to enter an inventory adjustment cycle due to increased inventory of general-purpose memory centered on mobile and PC until the first half of the year and supply increases from Chinese memory companies, causing price disruptions.

Researcher Kim said, "Accordingly, the performance improvement timing and direction for electrical and electronic sectors such as Samsung Display and Samsung SDI will be determined by the speed of inventory reduction and depletion by set manufacturers," and forecasted, "Performance expectations will need to be lowered for the time being."