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三星任命新的智能手机和芯片联席首席执行官

  发表于 Dec 9, 2021 01:48:32 | 显示全部楼层 |阅读模式
该公司周二表示,首尔三星电子将合并其移动和消费电子部门,任命新的联席首席执行官,这是自 2017 年以来最大的一次重组,以简化其结构并专注于逻辑芯片业务。

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这家韩国公司将在芯片和消费设备(包括智能手机)这两个业务支柱上立足,以帮助引领下一阶段的增长并提高竞争力,由两名联席首席执行官(而不是三名)领导这家韩国公司。

三星 (SSNLF) Galaxy 旗舰品牌帮助其成为全球销量最大的智能手机制造商,该公司正寻求重振放缓的移动增长,其利润贡献从 2010 年代初高峰时的近 70% 下降至上个季度的 21%。

相反,其以芯片为首的组件业务已成为利润最高的业务,这得益于数据存储的繁荣和最近全球半导体供应的短缺。该业务产生了三星上个季度 15.8 万亿韩元(134 亿美元)营业利润的近四分之三。

三星表示,视觉显示业务负责人韩钟熙将成为联席首席执行官,领导新合并的移动和消费电子部门,并继续领导电视业务。韩在三星的视觉显示业务中崛起,但没有移动方面的经验。

目前尚不清楚在韩的领导下预计会有哪些变化或分工,但分析师表示,改组可以帮助三星应对挑战,例如在其智能手机和家用电器之间提供无缝连接的服务。

“从长远来看,最大的挑战是形成三星自己的平台,”元大证券韩国分析师 Lee Jae-yun 表示。

“这些企业必须不断增加设备之间的连接性,但到目前为止,它还无法创建一个具有存在感的持久平台。”

芯片和组件

分析师表示,更紧迫的问题是芯片供应短缺、原材料价格上涨、物流困难以及由于担心移动市场放缓而来自苹果 (AAPL) 和中国竞争对手的竞争。

组件子公司三星电机首席执行官、前闪存芯片和技术团队负责人 Kyung Kye-hyun 被任命为联席首席执行官,领导芯片和组件部门。

其他备受瞩目的晋升包括任命副董事长郑贤浩为“特别工作组”的负责人,分析师称该工作组负责协调三星电子及其附属公司的决策,媒体称该工作组与李光耀密切合作。

此次重组是三星副董事长李在镕因受贿罪于 8 月被假释后集中变革的最新迹象。

“可能会更迅速地执行资金或决策,”Meritz Securities 的分析师 Kim Sun-woo 表示。

三星电子上一次任命新部门负责人是在 2017 年底。

Samsung names new co-CEOs for smartphones and chips

SeoulSamsung Electronics will merge its mobile and consumer electronics divisions, the firm said on Tuesday, naming new co-chief executives in the biggest reshuffle since 2017 to simplify its structure and focus on the logic chip business.

Two co-chief executives, instead of three, will lead the South Korean firm as it pivots on the two business pillars of chips and consumer devices, including smartphones, to help lead the next phase of growth and boost competitiveness.

Samsung (SSNLF), whose Galaxy flagship brand helped it become the world's biggest smartphone maker by volume, is seeking to revive slowing mobile growth, whose profit contribution shrank to 21% last quarter from nearly 70% at its peak in early 2010s.

Instead, its component business, led by chips, has become the most profitable, helped by a boom in data storage and a recent shortage of global semiconductor supplies. The business generated nearly three-quarters of Samsung's 15.8 trillion won ($13.4 billion) operating profit last quarter.

Samsung said Han Jong-hee, the head of visual display business, will become a co-CEO, leading the newly merged division spanning mobile and consumer electronics as well as continuing to lead the television business. Han has risen through the ranks in Samsung's visual display business, without experience in mobile.

It is not immediately clear what changes or divisions of labor were expected under Han, but analysts said the reshuffle could help Samsung tackle challenges such as offering seamlessly connected services between its smartphones and home appliances.

"In the long term, the biggest challenge is forming a platform of Samsung's own," said Lee Jae-yun, an analyst at Yuanta Securities Korea.

"Those businesses have to keep increasing connectivity between devices, but so far it hasn't been able to create a lasting platform with presence."

Chips and components

More immediate problems are a shortage of chip supplies, rising raw material prices, logistics difficulties, and competition from Apple (AAPL) and Chinese rivals amid concerns about a slowing mobile market, analysts said.

Kyung Kye-hyun, chief executive of component affiliate Samsung Electro-Mechanics and a former head of the flash memory chip and technology team, was named co-CEO to lead the chip and components division.

Other high-profile promotions included naming as vice chairman Chung Hyun-ho, the head of a "task force" that analysts said coordinates decision-making in Samsung Electronics and affiliates, and which media have said works closely with Lee.

The reorganization is the latest sign of centralized change at Samsung after Vice Chairman Jay Y. Lee was paroled in August after a bribery conviction.

"There may be more prompt execution of funds or decision-making," said Kim Sun-woo, an analyst at Meritz Securities.

Samsung Electronics last named new division heads in late 2017.

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