Samsung Needs to Bring Energy to Mobile Group, Says Susquehanna's Hosseini

The video discusses the challenges Samsung faces in the smartphone and semiconductor markets. It highlights the need for innovation, particularly in flexible displays, to counteract sluggish smartphone sales. The semiconductor segment, especially DRAM, remains strong, but Samsung is cutting investments to maintain margins. The video emphasizes the importance of innovation in revitalizing Samsung's mobile division.

What is one of the main challenges Samsung is facing in the smartphone market?

• Lack of new features

• Excessive production costs

• High competition from local brands

• Decline in online sales

What strategy is Samsung considering to address the sluggish smartphone market?

• Reducing smartphone prices

• Introducing foldable phones

• Increasing advertising budget

• Expanding into new markets

What is a potential downside of Samsung's foldable phones?

• Limited market interest

• Technical difficulties in manufacturing

• Lower than average margins

• Higher production costs

How is Samsung's DRAM business performing?

• Experiencing losses

• Struggling with market competition

• Achieving high operating margins

• Facing production delays

What measure has Samsung taken to sustain peak margins in the semiconductor business?

• Cutting investment in NAND

• Expanding production facilities

• Increasing investment in new technologies

• Reducing workforce