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Samsung Mobile Vision & S trategies JK Shin Nov. 6th, 2013
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Samsung_Analyst_Day_CEO_3.pdf

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Samsung Mobile Vision & Strategies 

JK ShinNov. 6th, 2013

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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.

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Business Highlights• Market Opportunities

Samsung Strategies

• Vision

Contents

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Business Highlights 

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Smartphone

Handset

2011-

2012-

Smartphone

Handset

2013

2013

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

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5/46Strategy Analytics

2010 2011 2012 2013. 1H

17.6

units.5M

5.8

16.6

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Strategy Analytics (Shipments)6/46

* M/S growth YoY

2012.1H 2012.2H 2013.1H

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2010 2011 2013.1H2012

7/46Brand Attitude Survey conducted by TNA, requested from Samsung GMO

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2010

Intel

HP

Nokia

2012

Intel

HP

Nokia

2013

HP

Nokia

Intel

Interbrand8/46

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2010 2012 2013

8/46Interbrand

Mobile

53 73 77Mobile Mobile

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Market Opportunities

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SmartphonePenetration rate

in 2013

2017

1.5

2015

1.3

2013

1.0B units

9/46Strategy Analytics

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10/46Strategy Analytics

* Portion of emerging market in smartphone market

630Munits

2013

63%*

860

2015

66%

1,030

2017

69%

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MarketForecasts

Samsung'sPerspective

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270Munits

2013

27%*

500

2015

38%

680

2017

45%

Strategy Analytics

* LTE share in smartphone market

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13/46Strategy Analytics

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1990's 2000's

Big Data

FlexibleDevice

IoT

Convergence

WearableDevice

Near Future

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1990's Near Future

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2000's

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Opportunity Threat

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Samsung Strategies

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S Series Note Series

S Family

CompanionDevice

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2010 2013 2014-

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Note & S Pen

GALAXYGear

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GALAXY Round

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Large Display Portability Handwriting

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1999Watch Phone

2013Companion Device

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VoLTE

Multi Carrier

Carrier Aggregation

Dual Mode (FDD-TDD)

LTE-A

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WORLD’S FIRST

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SECURITIES VERTICAL

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H/W S/W

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Iconic & Innovative Design

Premium CMF

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Partners’ Content &Services

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2011 2012

38/46

2013

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Expand experience coverage and enhance engagement in real life environments

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Fashion Week

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Beyond preferred brand...

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Based on Handset

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Vision

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Thank You