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Samsung Mobile Vision & Strategies Nov. 6th, 2013 JK Shin

Samsung Mobile Vision & Strategies

Samsung Mobile Vision & Strategies Nov. 6th, 2013 JK Shin

Nov. 6th, 2013 JK Shin

Samsung Mobile Vision & Strategies Nov. 6th, 2013 JK Shin
Disclaimer The materials in this report include forward-looking statements which can generally be identified by

Disclaimer

The materials in this report include forward-looking statements which can generally be identified by phrases such as Samsung Electronics (SEC) or its management "believes," "expects," "anticipates," "foresees," "forecasts," "estimates" or other words or phrases of similar implications. Similarly, such statements that describe the company's business strategy, outlook, objectives, plans, intentions or goals are also forward-looking statements. All such statements are subject to certain risks and uncertainties that could cause actual results to differ materially from those in the presentation files above.

For us, particular uncertainties which could adversely or positively affect our future results include:

· The behavior of financial markets including fluctuations in exchange rates, interest rates and commodity prices

· Strategic actions including dispositions and acquisitions

· Unanticipated dramatic developments in our major businesses including CE (Consumer Electronics), IM (IT & Mobile communications), DS (Device Solutions)

· Numerous other matters at the national and international levels which could affect our future results

These uncertainties may cause our actual results to be materially different from those expressed in this report.

Contents • Business Highlights • Market Opportunities • Samsung Strategies • Vision

Contents

• Business Highlights
Business Highlights
• Market Opportunities
Market Opportunities
• Samsung Strategies
Samsung Strategies
Contents • Business Highlights • Market Opportunities • Samsung Strategies • Vision
Contents • Business Highlights • Market Opportunities • Samsung Strategies • Vision

Vision

Business Highlights

Business Highlights

Business Highlights
Smartphone 2011- Smartphone 2013 Handset 2012- Handset 2013 1/46
Smartphone 2011- Smartphone 2013 Handset 2012- Handset 2013 1/46
Smartphone 2011- Smartphone 2013 Handset 2012- Handset 2013 1/46
Smartphone 2011- Smartphone 2013 Handset 2012- Handset 2013 1/46
Smartphone 2011- Smartphone 2013 Handset 2012- Handset 2013 1/46
Smartphone 2011- Smartphone 2013 Handset 2012- Handset 2013 1/46

Smartphone

2011-

Smartphone

2013

Handset

2012-

Handset

2013

2/46
2/46
2/46
2/46
2/46
Strategy Analytics, 2013. 2Q (Shipments) 3/46
Strategy Analytics, 2013. 2Q (Shipments) 3/46
Strategy Analytics, 2013. 2Q (Shipments) 3/46

Strategy Analytics, 2013. 2Q (Shipments)

4/46
4/46
4/46
4/46
4/46
17.6 16.6 5.8 1.5M units 2010 2011 2012 2013. 1H Strategy Analytics 5/46
17.6 16.6 5.8 1.5M units 2010 2011 2012 2013. 1H Strategy Analytics 5/46
17.6 16.6 5.8 1.5M units 2010 2011 2012 2013. 1H
17.6
16.6
5.8
1.5M
units
2010 2011
2012
2013. 1H

Strategy Analytics

2012.1H 2012.2H * M/S growth YoY Strategy Analytics (Shipments) 2013.1H 6/46
2012.1H 2012.2H * M/S growth YoY Strategy Analytics (Shipments) 2013.1H 6/46
2012.1H 2012.2H * M/S growth YoY Strategy Analytics (Shipments) 2013.1H 6/46
2012.1H
2012.1H
2012.2H
2012.2H

* M/S growth YoY Strategy Analytics (Shipments)

2013.1H
2013.1H
2010 2011 2012 Brand Attitude Survey conducted by TNA, requested from Samsung GMO 2013.1H 7/46
2010 2011 2012 Brand Attitude Survey conducted by TNA, requested from Samsung GMO 2013.1H 7/46
2010 2011 2012 Brand Attitude Survey conducted by TNA, requested from Samsung GMO 2013.1H 7/46
2010 2011 2012 Brand Attitude Survey conducted by TNA, requested from Samsung GMO 2013.1H 7/46
2010
2010
2011
2011
2012
2012

Brand Attitude Survey conducted by TNA, requested from Samsung GMO

2013.1H
2013.1H
Intel HP Nokia Interbrand 2010 Intel HP Nokia 2012 Intel HP Nokia 2013 8/46
Intel HP Nokia Interbrand 2010 Intel HP Nokia 2012 Intel HP Nokia 2013 8/46
Intel HP Nokia Interbrand 2010 Intel HP Nokia 2012 Intel HP Nokia 2013 8/46
Intel HP Nokia
Intel
HP
Nokia

Interbrand

2010
2010
Intel HP Nokia
Intel
HP
Nokia
2012
2012
Intel HP Nokia
Intel
HP
Nokia
2013
2013
Mobile 53% Interbrand 2010 Mobile 73% 2012 Mobile 77% 2013 8/46
Mobile 53% Interbrand 2010 Mobile 73% 2012 Mobile 77% 2013 8/46
Mobile 53% Interbrand 2010 Mobile 73% 2012 Mobile 77% 2013 8/46
Mobile 53%
Mobile
53%

Interbrand

2010
2010
Mobile 73%
Mobile
73%
2012
2012
Mobile 77%
Mobile
77%
2013
2013
Market Opportunities

Market Opportunities

Market Opportunities
Smartphone Penetration rate in 2013 Strategy Analytics 1.3 1.0B units 2013 2015 1.5 2017 9/46
Smartphone Penetration rate in 2013 Strategy Analytics 1.3 1.0B units 2013 2015 1.5 2017 9/46
Smartphone Penetration rate in 2013 Strategy Analytics 1.3 1.0B units 2013 2015 1.5 2017 9/46
Smartphone Penetration rate in 2013
Smartphone
Penetration rate
in 2013

Strategy Analytics

1.3 1.0B units 2013 2015
1.3
1.0B units
2013 2015
1.5 2017
1.5
2017
1,030 860 69% 66% 630M units 63%* 2013 2015 2017 * Portion of emerging market
1,030 860 69% 66% 630M units 63%* 2013 2015 2017 * Portion of emerging market
1,030 860 69% 66% 630M units 63%* 2013 2015 2017
1,030
860
69%
66%
630M units
63%*
2013
2015
2017

* Portion of emerging market in smartphone market Strategy Analytics

Market Samsung's Forecasts Perspective 11/46
Market Samsung's Forecasts Perspective 11/46
Market Samsung's Forecasts Perspective 11/46
Market Samsung's Forecasts Perspective
Market
Samsung's
Forecasts
Perspective
* LTE share in smartphone market Strategy Analytics 500 38% 270M units 27%* 2013 2015
* LTE share in smartphone market Strategy Analytics 500 38% 270M units 27%* 2013 2015
* LTE share in smartphone market Strategy Analytics 500 38% 270M units 27%* 2013 2015
* LTE share in smartphone market Strategy Analytics 500 38% 270M units 27%* 2013 2015

* LTE share in smartphone market Strategy Analytics

500 38% 270M units 27%* 2013 2015
500
38%
270M units
27%*
2013
2015
680 45% 2017
680
45%
2017
Strategy Analytics 13/46
Strategy Analytics 13/46
Strategy Analytics 13/46
Strategy Analytics 13/46

Strategy Analytics

Strategy Analytics 13/46
Strategy Analytics 13/46
Strategy Analytics 13/46
1990's 2000's Big Data Flexible IoT Device Convergence Wearable Device Near Future 14/46
1990's 2000's Big Data Flexible IoT Device Convergence Wearable Device Near Future 14/46
1990's 2000's Big Data Flexible IoT Device Convergence Wearable Device Near Future 14/46
1990's 2000's Big Data Flexible IoT Device Convergence Wearable Device Near Future 14/46
1990's
1990's
1990's 2000's Big Data Flexible IoT Device Convergence Wearable Device Near Future 14/46
2000's
2000's
Big Data Flexible IoT Device Convergence Wearable Device
Big Data
Flexible
IoT
Device
Convergence
Wearable
Device
Near Future
Near Future
1990's 2000's Near Future 14/46
1990's 2000's Near Future 14/46
1990's 2000's Near Future 14/46
1990's 2000's Near Future 14/46
1990's
1990's
1990's 2000's Near Future 14/46
2000's
2000's
1990's 2000's Near Future 14/46
Near Future
Near Future
Opportunity Threat 15/46
Opportunity Threat 15/46
Opportunity Threat 15/46
Opportunity Threat
Opportunity
Threat
16/46
16/46
16/46
16/46
16/46
16/46
16/46
16/46
Samsung Strategies

Samsung Strategies

Samsung Strategies
17/46
17/46
17/46
17/46
17/46
18/46
18/46
18/46
18/46
18/46
18/46
18/46
18/46
S Family Companion Device S Series Note Series 19/46
S Family Companion Device S Series Note Series 19/46
S Family Companion Device S Series Note Series 19/46
S Family Companion Device
S Family
Companion
Device
S Family Companion Device S Series Note Series 19/46

S Series

Note Series

20/46
20/46
20/46
20/46
20/46
20/46
20/46
2010 2013 2014- 21/46
2010 2013 2014- 21/46
2010 2013 2014- 21/46
2010 2013 2014- 21/46
2010 2013 2014- 21/46
2010
2010
2013
2013
2014-
2014-
Note & S Pen GALAXYRound GALAXY Gear 22/46
Note & S Pen GALAXYRound GALAXY Gear 22/46
Note & S Pen
Note & S Pen
Note & S Pen GALAXYRound GALAXY Gear 22/46
GALAXYRound
GALAXYRound
GALAXY Gear
GALAXY
Gear
Large Display Portability Handwriting 23/46
Large Display Portability Handwriting 23/46
Large Display Portability Handwriting 23/46
Large Display Portability Handwriting
Large Display
Portability
Handwriting
1999 2013 Watch Phone Companion Device 24/46
1999 2013 Watch Phone Companion Device 24/46
1999 2013 Watch Phone Companion Device 24/46
1999 2013 Watch Phone Companion Device
1999
2013
Watch Phone
Companion Device
25/46
25/46
25/46
25/46
25/46
25/46
25/46
25/46
WORLD’S FIRST VoLTE Multi Carrier Carrier Aggregation Dual Mode (FDD-TDD) LTE-A 26/46
WORLD’S FIRST VoLTE Multi Carrier Carrier Aggregation Dual Mode (FDD-TDD) LTE-A 26/46
WORLD’S FIRST VoLTE Multi Carrier Carrier Aggregation Dual Mode (FDD-TDD) LTE-A
WORLD’S
FIRST
VoLTE
Multi Carrier
Carrier Aggregation
Dual Mode (FDD-TDD)
LTE-A
SECURITIES VERTICAL 27/46
SECURITIES VERTICAL 27/46
SECURITIES VERTICAL
SECURITIES
VERTICAL
28/46
28/46
28/46
28/46
28/46
28/46
28/46
28/46
28/46
28/46
H/W S/W 29/46
H/W S/W 29/46
H/W S/W 29/46
H/W S/W
H/W
S/W
Iconic & Innovative Design PremiumCMF
Iconic & Innovative Design PremiumCMF
Iconic & Innovative Design PremiumCMF
Iconic & Innovative Design PremiumCMF
Iconic & Innovative Design
PremiumCMF
Iconic & Innovative Design PremiumCMF
Iconic & Innovative Design PremiumCMF
Iconic & Innovative Design PremiumCMF
32/46
32/46
32/46
32/46
32/46
32/46
32/46
32/46
Partners’ Content & Services 33/46
Partners’ Content & Services 33/46
Partners’ Content & Services 33/46
Partners’ Content & Services 33/46
Partners’ Content & Services 33/46
Partners’ Content & Services
Partners’
Content &
Services
User Data Big Data Platform Intelligent Services 34/46
User Data Big Data Platform Intelligent Services 34/46
User Data Big Data Platform Intelligent Services 34/46
User Data Big Data Platform Intelligent Services 34/46
User Data
User Data
User Data Big Data Platform Intelligent Services 34/46
Big Data Platform Intelligent Services
Big
Data
Platform
Intelligent Services
35/46
35/46
35/46
35/46
35/46
35/46
35/46
35/46
36/46
36/46
36/46
36/46
36/46
36/46
36/46
36/46
37/46
37/46
37/46
37/46
2011 2012 2013 38/46
2011 2012 2013 38/46
2011 2012 2013 38/46
2011 2012 2013 38/46
2011 2012 2013 38/46
2011
2011
2011 2012 2013 38/46
2012
2012
2011 2012 2013 38/46
2013
2013
Expand experience coverage and enhance engagement in real life environments
Expand experience coverage and enhance engagement in real life environments
Expand experience coverage and enhance engagement in real life environments

Expand experience coverage and enhance engagement in real life environments

Expand experience coverage and enhance engagement in real life environments
Expand experience coverage and enhance engagement in real life environments
Expand experience coverage and enhance engagement in real life environments
Fashion Week
Fashion Week
Fashion Week
Fashion Week
Beyond preferred brand
Beyond preferred brand
Beyond preferred brand
Beyond preferred brand
42/46
42/46
42/46
42/46
42/46
42/46
42/46
42/46
43/46
43/46
43/46
43/46
Based on Handset 44/46
Based on Handset 44/46
Based on Handset 44/46

Based on Handset

45/46
45/46
45/46
45/46
Vision

Vision

Vision
46/46
46/46
46/46
46/46
46/46
46/46
Thank You
Thank You
Thank You