Market watchers are eagerly anticipating a major year-end executive reshuffle at Samsung Electronics, as operational performance at the South Korean giant stabilizes. Acting Device eXperience (DX) head Roh Tae-moon is expected to be officially appointed to the position, and rumors suggest that personnel changes may also affect Device Solutions (DS) leader Jun Young-hyun. Since these divisions form the two main pillars of Samsung's core businesses, the potential reshuffling of these two leadership positions has drawn keen attention.
In addition to the aforementioned personnel changes, many analysts are forecasting that Samsung may pursue an even broader reorganization, with the aim of reclaiming its leading position in the AI semiconductor market. According to South Korean media outlets, including Newdaily and JoongAng Ilbo, Samsung could announce its annual top-level appointments and organizational adjustments as early as late November 2025, ahead of its usual December schedule.
South Korean industry watchers generally expect Samsung to move its 2025 personnel adjustments forward, as this will be the first such move since chairman Lee Jae-yong was fully cleared of his legal woes, signifying the first step toward his vision for a "new Samsung."
Recent rumors in South Korea suggest a significant shakeup in the DS division, with Jun Young-hyun—who also heads the company's memory division—potentially facing reassignment. As Samsung's semiconductor business regains momentum, some believe that the company will appoint a separate memory division head to better navigate the constantly evolving challenges in the industry. Meanwhile, acting DX division chief Roh Tae-moon is expected to be formally promoted, and executives overseeing the Visual Display (VD) and System LSI divisions are also under scrutiny due to lackluster results.
October 27 marks Lee Jae-yong's third anniversary as chairman, prompting speculation that Samsung may restructure its command center. Top candidates for the head of the company's strategic core include vice chairman Chung Hyun-ho and head of the management diagnostics office at Samsung Global Research Choi Yoon-ho.
Now that Lee is free from legal troubles, South Korean business leaders speculate that he may revive the former Future Strategy Office to steer the company into another era of dominance. With Samsung's recent surge in both earnings and market value, this might be the most opportune moment to accelerate the rollout of his vision for a "new Samsung."
Article edited by Jack Wu
