[이재용 재구속] New Samsung All-Stop…’The infiltrate who missed the chance to win fishermen cry’

In the final statement of the decision on the decision to revoke the’Gukjeong Nongdan’ on the 30th of last month, Samsung Electronics Vice Chairman Lee Jae-yong mentioned’Better than Father Seung-eo’.

He said, “I will do my best to keep our industrial ecosystem healthy, and I will approach my own fisherman team,” he said. “As a son after my father recently, I want to create a new Samsung that fits the nationality and respect and filial piety to a father I respect and respect.”

However, on the 18th, the Seoul High Court Court did not give Vice-Chairman Lee a chance to filial piety. On that day, after being sentenced to two years and six months in prison and arrested in court, Samsung faced a shocking situation of’the absence of the head of the head. Far from the super gap, they lost time to make basic investments.

The first criminal division of the Seoul High Court sentenced Vice-Chairman Lee, who was charged with bribery and other charges, to two years and six months in prison. Vice-Chairman Lee, who was being tried in a state of disability, was issued a warrant on that day and was arrested in court. 2021.1.18 [연합뉴스]

The’Semiconductor Vision 2030′, which Vice Chairman Lee has been actively pursuing, is in danger of becoming an all-stop. In April 2019, Vice Chairman Lee announced his vision to become the world’s No. 1 system semiconductor and suggested an investment plan of 133 trillion won. It plans to invest 73 trillion won in domestic R&D (R&D) and 60 trillion won in cutting-edge production infrastructure. Samsung currently maintains the world’s No. 1 position in memory semiconductors, but since it is a latecomer in the non-memory field, which accounts for 70% of the semiconductor market, it has made it clear that it will actively increase its market share in the future.

In October 2019, Samsung Display announced a plan to invest 13 trillion won in building and researching and developing a quantum dot (QD) display production facility, and in May of last year, as part of the semiconductor vision 2030, the Pyeongtaek factory extreme ultraviolet (EUV) foundry production line and It announced that it will invest 10 trillion won and 8 trillion won respectively to build the NAND flash production line at the Pyeongtaek plant. On the first day of this year’s work, he showed his determination to become the No. 1 in system semiconductors toward the Pyeongtaek Plant 2, while also focusing on’win-win management’ by holding a ceremony for bringing in foundry production facilities with representatives of partner companies.

Prior to this, Vice Chairman Lee announced plans to invest 25 trillion won in four growth industries, including artificial intelligence (AI), 5G, bio, and electronic components, as well as 180 trillion won over three years, immediately after release in February 2018. While smartphones and semiconductors were the legacy of Chairman Lee Kun-hee, analysis of high-tech, high-end semiconductors and these four growth industries was dominated by the analysis that Samsung’s focus was discovered by Vice Chairman Lee. However, due to this reconstitution, Samsung lost the opportunity to pursue a new business.

Samsung Electronics’ vice chairman Lee Jae-yong, who was handed over to trial after being involved in the Gukjeong Nongdan case, was sentenced to imprisonment at a farewell trial held on the 18th. The photo shows the Samsung office building in Seocho-gu, Seoul this afternoon. 2021.1.18[연합뉴스]

In the industry, there were many observations that if the burden of judicial risk was relieved through this revocation and repatriation decision, Samsung would engage in a more ambitious large-scale merger and acquisition (M&A). In particular, considering that the acquisition of Harman (9.3 trillion won) in 2017 was actually the last major M&A, it was analyzed that investments to increase the pie in the electronics business this year will be made extensively. However, as Vice-Chairman Lee is arrested again, it seems unlikely that mid- to long-term investments and M&As will take place for a while. In addition, in May last year, through apology to the public, it promised a changed’New Samsung’ by halting the effectiveness of the Compliance Committee, non-union management, and hereditary management, but this is also expected to be in a standstill.

An industry insider said, “The larger the number of global companies, the more often the total number plays a big role in making mid- to long-term large-scale investments or M&A decisions.” In the case of Samsung, the previously confirmed investments will be made according to the management roadmap, but new large-scale investments and M&A In addition, it is important to determine the total number of employment plans that accompany it, and the absence of Vice-Chairman Lee seems inevitable to be an all-stop.”