Samsung Analyst Day 2013: DP Kinam Kim Market Perspective & Strategy

1. Market Perspective
& Strategy
Kinam Kim, Ph.D
CEO, Samsung Display
US NAE Foreign Associate, IEEE Fellow

2. 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.

4. Display Market History
Growth Engine : IT→ TV → Mobile
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5. SDC Excellence : Revenue & Profit
SDC has been continuously outperforming
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6. SDC Excellence : Operation
SDC has been operating the capacity efficiently
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7. SDC Excellence : Market Leadership
SDC is the No.1 in 4 major applications
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8. SDC Excellence : Technology Leadership
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9. SDC Excellence : Technology Leadership
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10. Business Portfolio
SDC evolves to well-balanced portfolio
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11. Technology Portfolio
AMOLED drives the growth of the company
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13. Hyper Connected
Everyone and everything are connected seamlessly
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14. Key Elements of Hyper Connected World
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15. Cloud
Display is the key component of smart devices
in the cloud environment
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16. High Speed Connectivity
Network revolution → Multimedia experience :
High performance display
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17. Device to Device
Trillion devices will be connected, display is the window
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18. Display Centric World
Display is the window for the world. "5 Every..."
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21. SDC Core Competency
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22. Legacy
Distinguished track record in display and semiconductor
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23. Advanced Technology ①
World largest AMOLED & Flexible IP portfolio
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24. Advanced Technology ②
Technology readiness for flexible AMOLED
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25. Operational Capability
SDC has proven capability to bring the new technology
to the large scale mass production
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26. Ecosystem
Organize AMOLED ecosystem through JVs & capital investment
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28. Strategy Framework
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29. Trend : Smartphone
Competition : Color → Resolution → Design Innovation
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30. Strategy : Smartphone
H/E value up with Flexible, M/E penetration with AMOLED
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31. Trend : Tablet
High resolution and low power display for various usages
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32. Strategy : Tablet
Cover all segments : AMOLED for H/E, Oxide for M/E, a-Si for L/E
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33. Trend : TV
Real Image, Large size and Immersive Design
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34. Strategy : TV
Dominate market with leading edge technology
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35. Create New Opportunities
Continuously expanding to different applications
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36. Trend : Wearable
Wearable usage increase in always connected world
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37. Strategy : Wearable
Create wearable market with Flexible and sensor integration
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38. Trend : Automotive
In the near future, AMOLED will replace TFT LCD
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39. Strategy : Automotive
Enter the market with AMOLED based differentiation from 2016
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40. Trend : Education
E-textbook will evolve to Vook, rapidly replacing paper book
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41. Strategy : Education
Create video book market with AMOLED
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42. Investment Strategy
Strategic investment will secure growth momentum
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43. SDC Vision
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44. Final Remarks

45. Thank You