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