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

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

2. 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.

3. Contents
• Business Highlights
• Market Opportunities
• Samsung Strategies
• Vision

4. Business Highlights

5. Smartphone 2011Handset
1/46
Smartphone 2013
Handset
2012-
2013

6. 2/46

7. Strategy Analytics, 2013. 2Q (Shipments)
3/46

8. 4/46

9. 16.6
17.6
5.8
1.5M units
2010
Strategy Analytics
5/46
2011
2012
2013. 1H

10. 2012.1H
2012.2H
* M/S growth YoY
Strategy Analytics (Shipments)
6/46
2013.1H

11. 2010
2011
Brand Attitude Survey conducted by TNA, requested from Samsung GMO
7/46
2012
2013.1H

12. Intel
Intel
Intel
HP
Nokia
Interbrand
8/46
HP
Nokia
2010
HP
Nokia
2012
2013

13. Mobile
53%
2010
Interbrand
8/46
Mobile
73%
2012
Mobile
77%
2013

14. Market Opportunities

15. 1.0B units
1.3
1.5
Smartphone
Penetration rate
in 2013
2013
Strategy Analytics
9/46
2015
2017

16. 1,030
860
630M units
69%
66%
63%*
2013
* Portion of emerging market in smartphone market
Strategy Analytics
10/46
2015
2017

17. Market
Forecasts
11/46
Samsung's
Perspective

18. 680
500
45%
38%
270M units
27%*
2013
* LTE share in smartphone market
Strategy Analytics
12/46
2015
2017

19. Strategy Analytics
13/46

20. Big Data
Flexible
Device
IoT
Convergence
Wearable
Device
1990's
14/46
2000's
Near Future

21. 1990's
14/46
2000's
Near Future

22. Opportunity
15/46
Threat

23. 16/46

24. 16/46

25. Samsung Strategies

26. 17/46

27. 18/46

28. S Family
Companion
Device
S Series
19/46
Note Series

29. 20/46

30. 2010
21/46
2013
2014-

31. GALAXY Round
Note & S Pen
GALAXY
Gear
22/46

32. Large Display
23/46
Portability
Handwriting

33. 1999
Watch Phone
24/46
2013
Companion Device

34. 25/46

35. WORLD’S
FIRST
VoLTE
Multi Carrier
Carrier Aggregation
Dual Mode (FDD-TDD)
LTE-A
26/46

36. SECURITIES
27/46
VERTICAL

37. 28/46

38. H/W
29/46
S/W

40. Iconic & Innovative Design
Premium CMF

41. 32/46

42. Partners’
Content &
Services
33/46

43. Big
Data
Platform
User Data
34/46
Intelligent Services

44. 35/46

45. 36/46

46. 37/46

47. 2011
38/46
2012
2013

48. Expand experience coverage and enhance engagement in real life environments

49. Fashion Week

50. Beyond preferred brand...

51. 42/46

52. 43/46

53. Based on Handset
44/46

54. 45/46

55. Vision

56. 46/46

57. Thank You