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 phrases s...
Contents
• Business Highlights
• Market Opportunities
• Samsung Strategies
• Vision
Business Highlights
Smartphone 2011Handset

1/46

Smartphone 2013
Handset

2012-

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

3/46
4/46
16.6

17.6

5.8
1.5M units
2010
Strategy Analytics

5/46

2011

2012

2013. 1H
2012.1H

2012.2H

* M/S growth YoY
Strategy Analytics (Shipments)

6/46

2013.1H
2010

2011

Brand Attitude Survey conducted by TNA, requested from Samsung GMO

7/46

2012

2013.1H
Intel
Intel

Intel

HP
Nokia

Interbrand

8/46

HP

Nokia

2010

HP

Nokia

2012

2013
Mobile

53%

2010
Interbrand

8/46

Mobile

73%

2012

Mobile

77%

2013
Market Opportunities
1.0B units

1.3

1.5

Smartphone
Penetration rate
in 2013

2013
Strategy Analytics

9/46

2015

2017
1,030
860
630M units

69%

66%

63%*

2013
* Portion of emerging market in smartphone market
Strategy Analytics

10/46

20...
Market
Forecasts
11/46

Samsung's
Perspective
680
500

45%

38%

270M units
27%*

2013
* LTE share in smartphone market
Strategy Analytics

12/46

2015

2017
Strategy Analytics

13/46
Big Data
Flexible
Device

IoT

Convergence
Wearable
Device

1990's

14/46

2000's

Near Future
1990's

14/46

2000's

Near Future
Opportunity

15/46

Threat
16/46
16/46
Samsung Strategies
17/46
18/46
S Family

Companion
Device

S Series

19/46

Note Series
20/46
2010

21/46

2013

2014-
GALAXY Round
Note & S Pen

GALAXY
Gear

22/46
Large Display

23/46

Portability

Handwriting
1999
Watch Phone

24/46

2013
Companion Device
25/46
WORLD’S
FIRST

VoLTE
Multi Carrier
Carrier Aggregation
Dual Mode (FDD-TDD)
LTE-A
26/46
SECURITIES

27/46

VERTICAL
28/46
H/W

29/46

S/W
Iconic & Innovative Design
Premium CMF
32/46
Partners’
Content &
Services

33/46
Big
Data
Platform

User Data

34/46

Intelligent Services
35/46
36/46
37/46
2011
38/46

2012

2013
Expand experience coverage and enhance engagement in real life environments
Fashion Week
Beyond preferred brand...
42/46
43/46
Based on Handset

44/46
45/46
Vision
46/46
Thank You
Samsung Analyst Day 2013: IM JK Shin Samsung Mobile Vision & Strategies
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Samsung Analyst Day 2013: IM JK Shin Samsung Mobile Vision & Strategies

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Samsung Analyst Day 2013: IM JK Shin Samsung Mobile Vision & Strategies

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Samsung Analyst Day 2013: IM JK Shin Samsung Mobile Vision & Strategies

  1. 1. Samsung Mobile Vision & Strategies Nov. 6th, 2013 JK Shin
  2. 2. 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.
  3. 3. Contents • Business Highlights • Market Opportunities • Samsung Strategies • Vision
  4. 4. Business Highlights
  5. 5. Smartphone 2011Handset 1/46 Smartphone 2013 Handset 2012- 2013
  6. 6. 2/46
  7. 7. Strategy Analytics, 2013. 2Q (Shipments) 3/46
  8. 8. 4/46
  9. 9. 16.6 17.6 5.8 1.5M units 2010 Strategy Analytics 5/46 2011 2012 2013. 1H
  10. 10. 2012.1H 2012.2H * M/S growth YoY Strategy Analytics (Shipments) 6/46 2013.1H
  11. 11. 2010 2011 Brand Attitude Survey conducted by TNA, requested from Samsung GMO 7/46 2012 2013.1H
  12. 12. Intel Intel Intel HP Nokia Interbrand 8/46 HP Nokia 2010 HP Nokia 2012 2013
  13. 13. Mobile 53% 2010 Interbrand 8/46 Mobile 73% 2012 Mobile 77% 2013
  14. 14. Market Opportunities
  15. 15. 1.0B units 1.3 1.5 Smartphone Penetration rate in 2013 2013 Strategy Analytics 9/46 2015 2017
  16. 16. 1,030 860 630M units 69% 66% 63%* 2013 * Portion of emerging market in smartphone market Strategy Analytics 10/46 2015 2017
  17. 17. Market Forecasts 11/46 Samsung's Perspective
  18. 18. 680 500 45% 38% 270M units 27%* 2013 * LTE share in smartphone market Strategy Analytics 12/46 2015 2017
  19. 19. Strategy Analytics 13/46
  20. 20. Big Data Flexible Device IoT Convergence Wearable Device 1990's 14/46 2000's Near Future
  21. 21. 1990's 14/46 2000's Near Future
  22. 22. Opportunity 15/46 Threat
  23. 23. 16/46
  24. 24. 16/46
  25. 25. Samsung Strategies
  26. 26. 17/46
  27. 27. 18/46
  28. 28. S Family Companion Device S Series 19/46 Note Series
  29. 29. 20/46
  30. 30. 2010 21/46 2013 2014-
  31. 31. GALAXY Round Note & S Pen GALAXY Gear 22/46
  32. 32. Large Display 23/46 Portability Handwriting
  33. 33. 1999 Watch Phone 24/46 2013 Companion Device
  34. 34. 25/46
  35. 35. WORLD’S FIRST VoLTE Multi Carrier Carrier Aggregation Dual Mode (FDD-TDD) LTE-A 26/46
  36. 36. SECURITIES 27/46 VERTICAL
  37. 37. 28/46
  38. 38. H/W 29/46 S/W
  39. 39. Iconic & Innovative Design Premium CMF
  40. 40. 32/46
  41. 41. Partners’ Content & Services 33/46
  42. 42. Big Data Platform User Data 34/46 Intelligent Services
  43. 43. 35/46
  44. 44. 36/46
  45. 45. 37/46
  46. 46. 2011 38/46 2012 2013
  47. 47. Expand experience coverage and enhance engagement in real life environments
  48. 48. Fashion Week
  49. 49. Beyond preferred brand...
  50. 50. 42/46
  51. 51. 43/46
  52. 52. Based on Handset 44/46
  53. 53. 45/46
  54. 54. Vision
  55. 55. 46/46
  56. 56. Thank You
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