samsung analyst day 2013: dp kinam kim market perspective & strategy
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Samsung Analyst Day 2013: DP Kinam Kim Market Perspective & StrategyTRANSCRIPT
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Kinam Kim, Ph.D CEO, Samsung Display
US NAE Foreign Associate, IEEE Fellow
Market Perspective & Strategy
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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
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SDC has been continuously outperforming
SDC Excellence : Revenue & Profit
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SDC has been operating the capacity efficiently
SDC Excellence : Operation
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SDC is the No.1 in 4 major applications
SDC Excellence : Market Leadership
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SDC Excellence : Technology Leadership
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SDC Excellence : Technology Leadership
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Business Portfolio
SDC evolves to well-balanced portfolio
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AMOLED drives the growth of the company
Technology Portfolio
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Everyone and everything are connected seamlessly
Hyper Connected
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Key Elements of Hyper Connected World
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Display is the key component of smart devices in the cloud environment
Cloud
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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
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SDC Core Competency
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Distinguished track record in display and semiconductor
Legacy
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Advanced Technology ①
World largest AMOLED & Flexible IP portfolio
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Technology readiness for flexible AMOLED
Advanced Technology ②
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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
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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
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Cover all segments : AMOLED for H/E, Oxide for M/E, a-Si for L/E
Strategy : Tablet
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Real Image, Large size and Immersive Design
Trend : TV
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Dominate market with leading edge technology
Strategy : TV
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Continuously expanding to different applications
Create New Opportunities
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Trend : Wearable
Wearable usage increase in always connected world
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Create wearable market with Flexible and sensor integration
Strategy : Wearable
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In the near future, AMOLED will replace TFT LCD
Trend : Automotive
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Enter the market with AMOLED based differentiation from 2016
Strategy : Automotive
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E-textbook will evolve to Vook, rapidly replacing paper book
Trend : Education
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Create video book market with AMOLED
Strategy : Education
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Strategic investment will secure growth momentum
Investment Strategy
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SDC Vision
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Final Remarks
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Thank You