[Edaily Reporter Kim So-yeon] Samsung Electronics will hold a global strategy meeting next week to establish business strategies for the second half of the year and management goals for next year. Amid growing external uncertainties such as global tariffs and high exchange rates, the company plans to thoroughly review response strategies for each business division.
According to industry sources on the 11th, Samsung Electronics will hold a global strategy meeting from the 16th to the 18th, attended by key executives and heads of overseas subsidiaries. Samsung Electronics typically holds global strategy meetings twice a year, in June and December, to share current issues by business division and region and discuss mid- to long-term management strategies.
This meeting will be divided into two sessions: the Digital Experience (DX) division and the Device Solutions (DS) division. Vice Chairman Jeon Young-hyun, head of the DS division, and President Roh Tae-moon, head of the DX division, will preside over their respective sessions. Attendees are expected to review the status of global sales and distribution networks and exchange views on business plans for the second half of the year and next year. It is reported that Chairman Lee Jae-yong will not attend in person but will receive a briefing on key outcomes at a later date.
The DX division is expected to spend three days, from the 16th to the 18th, sharing first-half business results and focusing on discussions regarding new product launch plans for the second half and regional sales strategies. In particular, amid ongoing changes in global tariff policies and geopolitical risks, the prolonged period of high exchange rates—with the won-dollar rate exceeding the 1,500 won mark—is expected to make supply chain management strategies and regional response plans key agenda items.
The DX Division faces a structure where cost burdens increase as the high exchange rate persists. Last year, Samsung Electronics’ DX Division spent 74.5693 trillion won on raw materials, an increase of approximately 6.7 trillion won compared to the previous year (67.7958 trillion won). Consequently, the DX Division is expected to seek ways to minimize the impact of rising costs while strengthening cost efficiency and profitability-focused management.
Measures to strengthen the competitiveness of the TV business will also be a key topic of discussion. Last month, Samsung Electronics appointed Lee Won-jin, a former Google executive, as head of the Visual Display (VD) Business Division within the DX Division. With a marketing and platform expert—rather than a traditional hardware developer—now leading Samsung TV, the company is expected to undergo a fundamental transformation into a platform service provider.
The DS Division is scheduled to hold a strategy meeting on the 18th, where it is expected to focus on reviewing technology and production strategies to secure leadership in the AI semiconductor market. Key agenda items include securing leadership in High Bandwidth Memory (HBM) technology, the roadmap for next-generation products, and strategies for responding to customer-tailored HBM (Custom HBM) demands. Following the mass production and shipment of the industry’s fastest 6th-generation HBM4 in February, Samsung Electronics supplied HBM4E samples to major clients at the end of last month. It also unveiled a physical prototype of HBM5 for the first time.
Regarding the foundry business, discussions are expected to focus on securing competitiveness in mass production of the 2-nanometer process, improving yield rates, and strategies to expand orders from global clients. With the Taylor plant in the U.S. scheduled to begin full-scale operations in the second half of this year, establishing a strategic plan for the latter half of the year is considered crucial.
While Samsung Electronics is currently benefiting from growing AI demand in its memory business, its consumer electronics division faces cost pressures due to a strong won and rising memory prices. With the business environments of the semiconductor and consumer electronics divisions diverging, the company faces the complex challenge of securing both profitability and growth simultaneously.
In addition, following the recent conclusion of the 2026 wage negotiations through a labor-management agreement, company-wide management issues—such as improving organizational culture and strengthening future competitiveness—are also expected to be discussed. Major affiliates, including Samsung Display and Samsung Electro-Mechanics, are also scheduled to hold strategy meetings to review their business strategies for the second half of the year.
