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SAMSUNG MOBILE
Investor Presentation
2019
BUSINESS HIGHLIGHTS
Content MOBILE MARKET OPPORTUNITIES
SAMSUNG STRATEGY
KEY TAKEAWAYS
2018 FINANCIAL SUMMARY
Earnings results*
(trillion won)
100.68
Sales
10.17 10%
Operating profit Operating profit Margin
* Samsung IT and Mobile Communications Division 1/22
2018 FINANCIAL SUMMARY
Global number 1 Global market share*
Smartphone
in volume*
20.3%
(＃1 since 2011)
* Strategy Analytics 2/22
BUSINESS ACCOMPLISHMENTS
Strengthened premium market leadership
3/22
BUSINESS ACCOMPLISHMENTS
Enhanced Mass smartphones portfolio
Introducing
cutting-edge technologies
(Adopt triple/quad camera, Infinity-O display)
Streamlining portfolio Product
(Integrate J series to A series ) Competitiveness
A7(2018) A9(2018) A8s
4/22
BUSINESS HIGHLIGHTS
Content MOBILE MARKET OPPORTUNITIES
SAMSUNG STRATEGY
KEY TAKEAWAYS
SMARTPHONE GROWTH : PREMIUM MARKET
Create premium market demand with new technologies and services
Market Forecasts
+α
New Form Factor 5G Network New Services
Premium
Mass
5/22
SMARTPHONE GROWTH : MASS MARKET
Emerging markets will drive further growth
Global handset demand Global smartphone demand Smartphone demand in emerging markets
1,848 1,919
1,805 1,785 1,807
1,544
1,461
1,406
1,388 1,373
77% 77% 78% 79% 636 81% 677
605
584
571
(million units)
2018 2019 2020 2021 2022
* Strategy Analytics * Emerging Market : Asia excluding Greater China/Japan/South Korea, Middle East, Africa and Latin America 6/22
NEW PARADIGM : NEW TECHNOLOGIES
5G & New form-factor will boost replacement demand
and create additional demand
5G Smartphone Sales Forecast Foldable Smartphone Sales Forecast
CAGR 187% CAGR 203%
343.1 68.9
233.8 46.5
30.2
107.0
13.1
25.7 1.0
4.1
2019 2020 2021 2022 2023 2019 2020 2021 2022 2023
* Strategy Analytics 7/22
NEW PARADIGM : 5G SERVICES
5G Enabled services will be extended
Railway
V2X
Smart Factory
Massive IoT
Fixed Wireless Access
Mobile Service 8/22
BUSINESS HIGHLIGHTS
Content MOBILE MARKET OPPORTUNITIES
SAMSUNG STRATEGY
KEY TAKEAWAYS
SAMSUNG STRATEGY
Well-balanced business portfolio
Premium Mass Tablets
smartphones smartphones & Wearables B2B
+ Sustainable
Growth
Contents, Service Brand Retail Operation
& S/W Leadership excellence excellence
Core competencies 9/22
PREMIUM SMARTPHONE LEADERSHIP
Best Galaxy ever with World's first New Market with
10 years of innovation 5G smartphone Foldable Phones
Solidify premium smartphone Leadership with continuous device innovation
10/22
INNOVATIONS IN MASS SMARTPHONES
Introducing cutting-edge
Streamlining mass Improving efficiency of
Technologies
smartphone portfolio R&D and production (triple/quad camera, rotating camera
(Galaxy A series, M series) (expanding common use of key components) ultra wide video, slow-mo
Infinity-O/Infinity-U Display)
Pursue to sustain global sales and profitability in mass smartphones category
11/22
EXPANDED GALAXY ECOSYSTEM
Provide a holistic mobile experience
with various types of competitive products
(Tablets, smartwatches, fitness bands, wireless headphones and etc. ) 12/22
MOBILE ENTERPRISE PORTFOLIO
Products Software, Application Implementation, service Support
- Enterprise device program - Security - Expertise - Warranty
- Security maintenance release - Productivity - Customization - Mobile Carepack
- Wide range of product portfolio - Manageability - Global partnerships
- Vertical solution
Provide an end-to-end integrated solution
13/22
CONTENTS, SERVICE & SOFTWARE
Customer Lock-in
+
New Business Opportunities
Horizontal service expansion
to provide continuous user experience
14/22
BRAND LEADERSHIP
Establish premium brand
by sharing brand philosophy with our customers
and solidifying leadership as an innovator
15/22
RETAIL EXCELLENCE
Achieve global retail excellence
by cooperating with our retail partners
(enhanced in-store experience, differentiated online channel l experience)
16/22
OPERATIONAL EXCELLENCE
Global SCM
Global Global Diverse Sell-out based
Production Sites Sales Network Partnerships Operation
Speed Efficiency
Industry-leading SCM competency
17/22
NEW BUSINESSES OPPORTUNITIES
Create new businesses opportunities with emerging technologies
5G
(new generation of
devices and services)
Artificial Intelligence Cloud / IoT
(interface and ecosystem that supports our customers to (seamless experience that provides
connect with various devices and technology) more value to our customers)
Healthcare M-commerce
(remote patient monitoring and medical service, (shopping experience not
fitness and wellness-related services) confined by time or location)
18/22
NEW BUSINESSES OPPORTUNITIES
Intelligence
(powerful intelligent assistant platform that will bring a connected experience that is ubiquitous, personal, and open)
Expand an open ecosystem
where various devices and services can seamlessly work together
19/22
NEW BUSINESSES OPPORTUNITIES
Multi Device Experience
(linking our all products through the leading open and connected IoT platform)
Provide an intelligent and personalized service experience
by linking various services and devices seamlessly
20/22
NEW BUSINESSES OPPORTUNITIES
Chips Devices Access Core SW Tools
Low power Easy Setup CPE Simple Installation & Cloud friendly & Network Optimization
& Small form factor & Smartphone 5G Standard Compliant Flexible architecture & Automation
Complete 5G End-to-end Solutions
(laying the groundwork for convenient 5G technology including optimized total solution)
Unveil new possibilities for the future of mobile communications
by building user-centric 5G networks
21/22
BUSINESS HIGHLIGHTS
Content MOBILE MARKET OPPORTUNITIES
SAMSUNG STRATEGY
KEY TAKEAWAYS
KEY TAKEAWAYS
Lead the market with device innovation and differentiation in both H/W and S/W
Sustain business growth & profitability with a well-balanced business portfolio
Reinforce our brand leadership, retail experience and operational excellence
Expand an open ecosystem to provide consistent and seamless user experience
Materialize new business with device & service platform and 5G technology
22/22
