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Why Apple & Samsung go to Flexible Display
July, 2013
-Sooner than most of us have expected
Executive Summary
• Apple and Samsung are heavily dependent on their mobile business
• Smartphone ASP* could decline up to...
Apple’s mobile dependency
Apple makes most of their revenues from iPhone and iPad i.e. mobile
Source: http://techcrunch.co...
Samsung’s mobile dependency 1
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25
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35
1Q '11 2Q '11 3Q '11 4Q '11 1Q '12 2Q '12 3Q '12 4Q '12 1Q '13
IM CE S...
Samsung’s mobile dependency 2
Samsung earns their profit mostly from Mobile business as well
-1
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1
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1Q '11 2Q ...
Smartphone BOM/ASP* as of 2012 to 2016
* BOM (Bill of material)/ ASP(Average Selling Price)
Source: http://innovationcente...
Smartphone Bill of Materials as of 2012
Samsung’s BOM/ASP ratio is narrower than their competitor , Apple
Samsung Galaxy S4 BOM
Source: http://www.pcmag.com/artic...
Samsung’s Initiative on Rollable & Foldable display
Samsung has no choice but soon to go flexible display due to profit cr...
Top Five Smartphone Sellers of China
Chinese Smartphone manufacturers are catching up with Apple and Samsung
Source: http:...
Samsung and LG display’s display panel market woe
Korean display giants Samsung and LG Display need new display form facto...
Source: Gartner, http://www.gartner.com/newsroom/id/2408515
Materials and System internal estimation
8
Smartphone
Tablet
N...
Flexible Display, so what?
Flexible display form factor has not too much of user benefits except WoW
Various Form factors of Flexible Display
Flexible Display Rollable Display Foldable Display
•On Curbed Surfaces
•Wearable ...
True technical disruption on roll-able or foldable
Roll-able or foldable display is yet a concept but soon to be commercia...
Conductive NanofiberConductive Nanocoating
Our conductive electronic materials are…
Our conductive materials are water rep...
Conductive
Ball
Who we are?
Materials and System is Silicon Valley based high tech venture company with
revolutionary nano...
Thank You!
Tel: 408-519-2267
eMail: jayhah7@gmail.com
Skype: jayhah7
3003 N. 1st Street, Suite 221
San Jose, CA 95134, USA
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Why Apple and Samsung go to flexible display_updated

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Apple and Samsung will go into flexible display soon. We have here why they go to flexible display and our company, Materials and System works on nanofiber based flexible display materials for this emerging technology.
The market impact of flexible display has been added on this revision.

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Transcript of "Why Apple and Samsung go to flexible display_updated"

  1. 1. Why Apple & Samsung go to Flexible Display July, 2013 -Sooner than most of us have expected
  2. 2. Executive Summary • Apple and Samsung are heavily dependent on their mobile business • Smartphone ASP* could decline up to almost $200 by 2016 and leave no room for manufacturer’s profit • The profit crunch of Smartphone component manufacturers will be more than severe • Current Smartphone hardware without a technical disruption will be a red ocean • Around Yr 2016 there would be new Smartphone hardware platform with roll-able display • Flexible display with curbed form factor such as wristband type display will be short lived due to roll-able or foldable display • Apple and Samsung have no choice but to go flexible display due to squeezing Smartphone profit * ASP(Average Selling Price)
  3. 3. Apple’s mobile dependency Apple makes most of their revenues from iPhone and iPad i.e. mobile Source: http://techcrunch.com/2013/04/23/apple-q2-2013-earnings/
  4. 4. Samsung’s mobile dependency 1 0 5 10 15 20 25 30 35 1Q '11 2Q '11 3Q '11 4Q '11 1Q '12 2Q '12 3Q '12 4Q '12 1Q '13 IM CE Semicon DP Samsung Electronics Sales Growth By Biz. Division Unit: Trillion Won CE : Consumer Electronics, IM: IT & Mobile Communications, DS: Device Solution, DP: Display Panel Source: http://www.samsung.com/us/aboutsamsung/ir Samsung’s Mobile business dependency is exponentially growing
  5. 5. Samsung’s mobile dependency 2 Samsung earns their profit mostly from Mobile business as well -1 0 1 2 3 4 5 6 7 1Q '11 2Q '11 3Q '11 4Q '11 1Q '12 2Q '12 3Q '12 4Q '12 1Q '13 IM CE Semicon DP Samsung Electronics Operation Profit Growth By Biz. Division Unit: Trillion Won CE : Consumer Electronics, IM: IT & Mobile Communications, DS: Device Solution, DP: Display Panel Source: http://www.samsung.com/us/aboutsamsung/ir
  6. 6. Smartphone BOM/ASP* as of 2012 to 2016 * BOM (Bill of material)/ ASP(Average Selling Price) Source: http://innovationcenter.deteconusa.com/article/smartphone-pricing-war/ Apple iPhone5 16GB ASP $649 BOM 207$ Apple iPhone5 16GB ASP under $200 BOM ?$ Smartphone ASP could decline up to almost $200 by 2016 and leave no room for profit
  7. 7. Smartphone Bill of Materials as of 2012
  8. 8. Samsung’s BOM/ASP ratio is narrower than their competitor , Apple Samsung Galaxy S4 BOM Source: http://www.pcmag.com/article2/0,2817,2416792,00.asp
  9. 9. Samsung’s Initiative on Rollable & Foldable display Samsung has no choice but soon to go flexible display due to profit crunching * BOM (Bill of material)/ ASP(Average Selling Price) Source: http://innovationcenter.deteconusa.com/article/smartphone-pricing-war/ Apple iPhone5 16GB ASP $649 BOM 207$ BOM estimated to be about 220~230$ Samsung Galaxy S4 ASP about less than iPhone 5
  10. 10. Top Five Smartphone Sellers of China Chinese Smartphone manufacturers are catching up with Apple and Samsung Source: http://europe.chinadaily.com.cn/business/2013-01/29/content_16183505.htm
  11. 11. Samsung and LG display’s display panel market woe Korean display giants Samsung and LG Display need new display form factor Source: http://www.advancedtechnologykorea.com/5338/
  12. 12. Source: Gartner, http://www.gartner.com/newsroom/id/2408515 Materials and System internal estimation 8 Smartphone Tablet Notebook Phablet Mobile Device Market as of 2013 Mobile Device Market with Flexible Display ‘13 World Wide shipment of mobile devices: 2.69 billion units Smartphone with flexible display Notebook World Wide annual shipment of mobile devices: more than 2.69 billion units Convertible PC? Convertible PC Flexible display will tear down barriers among mobile devices Smartphone with flexible display will kill all tablet and significant portion of notebook
  13. 13. Flexible Display, so what? Flexible display form factor has not too much of user benefits except WoW
  14. 14. Various Form factors of Flexible Display Flexible Display Rollable Display Foldable Display •On Curbed Surfaces •Wearable computers •Mass production stage •Samsung, LGD & etc •True technical disruption •Barrier Breaker between Smartphone and tablet •To be mass produced •Material technical disruption •Barrier Breaker between Smartphone and notebook •To be mass produced
  15. 15. True technical disruption on roll-able or foldable Roll-able or foldable display is yet a concept but soon to be commercialized Source: http://www.core77.com/blog/technology/a_smartphone_with_a_flexible_display_remains_a_concept_for_now_24223.asp
  16. 16. Conductive NanofiberConductive Nanocoating Our conductive electronic materials are… Our conductive materials are water repellent, conductive and flexible
  17. 17. Conductive Ball Who we are? Materials and System is Silicon Valley based high tech venture company with revolutionary nanofiber based flexible display material mass production technology
  18. 18. Thank You! Tel: 408-519-2267 eMail: jayhah7@gmail.com Skype: jayhah7 3003 N. 1st Street, Suite 221 San Jose, CA 95134, USA
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