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Transcript of Market Perspective & Strategy - OLED-INFO Market Perspective & Strategy . Heading ....

  • Kinam Kim, Ph.D CEO, Samsung Display

    US NAE Foreign Associate, IEEE Fellow

    Market Perspective & Strategy

  • Heading

    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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    Growth Engine : IT→ TV → Mobile

    Display Market History

  • - 2 / 36 -

    SDC has been continuously outperforming

    SDC Excellence : Revenue & Profit

  • - 3 / 36 -

    SDC has been operating the capacity efficiently

    SDC Excellence : Operation

  • - 4 / 36 -

    SDC is the No.1 in 4 major applications

    SDC Excellence : Market Leadership

  • - 5 / 36 -

    SDC Excellence : Technology Leadership

  • - 6 / 36 -

    SDC Excellence : Technology Leadership

  • - 7 / 36 -

    Business Portfolio

    SDC evolves to well-balanced portfolio

  • - 8 / 36 -

    AMOLED drives the growth of the company

    Technology Portfolio

  • - 9 / 36 -

    Everyone and everything are connected seamlessly

    Hyper Connected

  • - 10 / 36 -

    Key Elements of Hyper Connected World

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    Display is the key component of smart devices in the cloud environment

    Cloud

  • - 12 / 36 -

    Network revolution → Multimedia experience : High performance display

    High Speed Connectivity

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    Trillion devices will be connected, display is the window

    Device to Device

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    Display is the window for the world. "5 Every..."

    Display Centric World

  • - 15 / 36 -

    SDC Core Competency

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    Distinguished track record in display and semiconductor

    Legacy

  • - 17 / 36 -

    Advanced Technology ①

    World largest AMOLED & Flexible IP portfolio

  • - 18 / 36 -

    Technology readiness for flexible AMOLED

    Advanced Technology ②

  • - 19 / 36 -

    SDC has proven capability to bring the new technology to the large scale mass production

    Operational Capability

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    Organize AMOLED ecosystem through JVs & capital investment

    Ecosystem

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    Strategy Framework

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    Competition : Color → Resolution → Design Innovation

    Trend : Smartphone

  • - 23 / 36 -

    H/E value up with Flexible, M/E penetration with AMOLED

    Strategy : Smartphone

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    High resolution and low power display for various usages

    Trend : Tablet

  • - 25 / 36 -

    Cover all segments : AMOLED for H/E, Oxide for M/E, a-Si for L/E

    Strategy : Tablet

  • - 26 / 36 -

    Real Image, Large size and Immersive Design

    Trend : TV

  • - 27 / 36 -

    Dominate market with leading edge technology

    Strategy : TV

  • - 28 / 36 -

    Continuously expanding to different applications

    Create New Opportunities

  • - 29 / 36 -

    Trend : Wearable

    Wearable usage increase in always connected world

  • - 30 / 36 -

    Create wearable market with Flexible and sensor integration

    Strategy : Wearable

  • - 31 / 36 -

    In the near future, AMOLED will replace TFT LCD

    Trend : Automotive

  • - 32 / 36 -

    Enter the market with AMOLED based differentiation from 2016

    Strategy : Automotive

  • - 33 / 36 -

    E-textbook will evolve to Vook, rapidly replacing paper book

    Trend : Education

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    Create video book market with AMOLED

    Strategy : Education

  • - 35 / 36 -

    Strategic investment will secure growth momentum

    Investment Strategy

  • SDC Vision

    - 36 / 36 -

  • Final Remarks

  • Thank You

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