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Samsung Mobile Vision & Strategies JK Shin Nov. 6th, 2013

Samsung Analyst Day 2013: IM JK Shin Samsung Mobile Vision & Strategies

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Page 1: Samsung Analyst Day 2013: IM JK Shin Samsung Mobile Vision & Strategies

Samsung Mobile Vision & Strategies

JK Shin

Nov. 6th, 2013

Page 2: Samsung Analyst Day 2013: IM JK Shin Samsung Mobile Vision & Strategies

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.

Page 3: Samsung Analyst Day 2013: IM JK Shin Samsung Mobile Vision & Strategies

• Business Highlights

• Market Opportunities

• Samsung Strategies

• Vision

Contents

Page 4: Samsung Analyst Day 2013: IM JK Shin Samsung Mobile Vision & Strategies

Business Highlights

Page 5: Samsung Analyst Day 2013: IM JK Shin Samsung Mobile Vision & Strategies

Smartphone

Handset

2011-

2012-

Smartphone

Handset

2013

2013

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Strategy Analytics, 2013. 2Q (Shipments)

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Strategy Analytics

2010 2011 2012 2013. 1H

17.6

units 1.5M

5.8

16.6

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Strategy Analytics (Shipments)

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* M/S growth YoY

2012.1H 2012.2H 2013.1H

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2010 2011 2013.1H 2012

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Brand Attitude Survey conducted by TNA, requested from Samsung GMO

Page 12: Samsung Analyst Day 2013: IM JK Shin Samsung Mobile Vision & Strategies

2010

Intel

HP

Nokia

2012

Intel

HP

Nokia

2013

HP

Nokia

Intel

Interbrand

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2010 2012 2013

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Interbrand

Mobile

53% 73% 77% Mobile Mobile

Page 14: Samsung Analyst Day 2013: IM JK Shin Samsung Mobile Vision & Strategies

Market Opportunities

Page 15: Samsung Analyst Day 2013: IM JK Shin Samsung Mobile Vision & Strategies

Smartphone Penetration rate

in 2013

2017

1.5

2015

1.3

2013

1.0B units

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Strategy Analytics

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Strategy Analytics

* Portion of emerging market in smartphone market

630M units

2013

63%*

860

2015

66%

1,030

2017

69%

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Market Forecasts

Samsung's Perspective

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270M units

2013

27%*

500

2015

38%

680

2017

45%

Strategy Analytics

* LTE share in smartphone market

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Strategy Analytics

Page 20: Samsung Analyst Day 2013: IM JK Shin Samsung Mobile Vision & Strategies

1990's 2000's

Big Data

Flexible Device

IoT

Convergence

Wearable Device

Near Future

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Page 21: Samsung Analyst Day 2013: IM JK Shin Samsung Mobile Vision & Strategies

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

Companion Device

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2010 2013 2014-

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Note & S Pen

GALAXY Gear

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GALAXY Round

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Large Display Portability Handwriting

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1999 Watch Phone

2013 Companion 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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Intelligent Services User Data

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Big Data

Platform

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2011 2012

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2013

Page 48: Samsung Analyst Day 2013: IM JK Shin Samsung Mobile Vision & Strategies

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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Page 57: Samsung Analyst Day 2013: IM JK Shin Samsung Mobile Vision & Strategies

Thank You