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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