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Samsung Mobile Vision & Strategies
JK ShinNov. 6th, 2013
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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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•
Business Highlights• Market Opportunities
•
Samsung Strategies
• Vision
Contents
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Business Highlights
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Smartphone
Handset
2011-
2012-
Smartphone
Handset
2013
2013
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3/46Strategy Analytics, 2013. 2Q (Shipments)
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5/46Strategy Analytics
2010 2011 2012 2013. 1H
17.6
units.5M
5.8
16.6
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Strategy Analytics (Shipments)6/46
* M/S growth YoY
2012.1H 2012.2H 2013.1H
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2010 2011 2013.1H2012
7/46Brand Attitude Survey conducted by TNA, requested from Samsung GMO
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2010
Intel
HP
Nokia
2012
Intel
HP
Nokia
2013
HP
Nokia
Intel
Interbrand8/46
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2010 2012 2013
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Mobile
53 73 77Mobile Mobile
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Market Opportunities
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SmartphonePenetration rate
in 2013
2017
1.5
2015
1.3
2013
1.0B units
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* Portion of emerging market in smartphone market
630Munits
2013
63%*
860
2015
66%
1,030
2017
69%
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MarketForecasts
Samsung'sPerspective
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270Munits
2013
27%*
500
2015
38%
680
2017
45%
Strategy Analytics
* LTE share in smartphone market
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13/46Strategy Analytics
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1990's 2000's
Big Data
FlexibleDevice
IoT
Convergence
WearableDevice
Near Future
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1990's Near Future
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2000's
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Opportunity Threat
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Samsung Strategies
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S Series Note Series
S Family
CompanionDevice
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2010 2013 2014-
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Note & S Pen
GALAXYGear
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GALAXY Round
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Large Display Portability Handwriting
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1999Watch Phone
2013Companion Device
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VoLTE
Multi Carrier
Carrier Aggregation
Dual Mode (FDD-TDD)
LTE-A
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WORLD’S FIRST
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SECURITIES VERTICAL
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H/W S/W
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Iconic & Innovative Design
Premium CMF
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Partners’ Content &Services
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2011 2012
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2013
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Expand experience coverage and enhance engagement in real life environments
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Fashion Week
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Beyond preferred brand...
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Based on Handset
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Vision
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Thank You
