24
This presentation has been prepared by Samsung Electronics Co., Ltd. (the "Company"). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Company. You should not treat the contents of this presentation, or any information provided in connection with it, as financial advice, financial product advice or advice relating to legal, taxation or investment matters. No representation or warranty (whether express or implied) is made by the Company or any of its officers, advisers, agents or employees as to the accuracy, completeness or reasonableness of the information, statements, opinions or matters (express or implied) arising out of, contained in or derived from this presentation or provided in connection with it, or any omission from this presentation, nor as to the attainability of any estimates, forecasts or projections set out in this presentation. This presentation is provided expressly on the basis that you will carry out your own independent inquiries into the matters contained in the presentation and make your own independent decisions about the affairs, financial position or prospects of the Company. The Company reserves the right to update, amend or supplement the information at any time in its absolute discretion (without incurring any obligation to do so). Neither the Company, nor its related bodies corporate, officers, their advisers, agents and employees accept any responsibility or liability to you or to any other person or entity arising out of this presentation including pursuant to the general law (whether for negligence, under statute or otherwise). Any such responsibility or liability is, to the maximum extent permitted by law, expressly disclaimed and excluded. Nothing in this material should be construed as either an offer to sell or a solicitation of an offer to buy or sell securities. It does not include all available information and should not be used in isolation as a basis to invest in the Company. Future Matters This presentation contains reference to certain intentions, expectations, future plans, strategy and prospects of the Company. Those intentions, expectations, future plans, strategy and prospects may or may not be achieved. They are based on certain assumptions, which may not be met or on which views may differ and may be affected by known and unknown risks. The performance and operations of the Company may be influenced by a number of factors, many of which are outside the control of the Company. No representation or warranty, express or implied, is made by the Company, or any of its directors, officers, employees, advisers or agents that any intentions, expectations or plans will be achieved either totally or partially or that any particular rate of return will be achieved. Given the risks and uncertainties may cause the Company's actual future results, performance or achievements to be materially different from those expected, planned or intended, recipients should not place undue reliance on these intentions, expectations, future plans, strategy and prospects. The Company does not warrant or represent that the actual results, performance or achievements will be as expected, planned or intended. US Disclosure This document does not constitute any part of any offer to sell, or the solicitation of any offer to buy, any securities in the United States or to, or for the account or benefit of any "US person" as defined in Regulation S under the US Securities Act of 1993 ("Securities Act"). The Company's shares have not been, and will not be, registered under the Securities Act or the securities laws of any state or other jurisdiction of the United States, and may not be offered or sold in the United States or to any US person without being so registered or pursuant to an exemption from registration including an exemption for qualified institutional buyers. Disclaimer

Disclaimer - Samsung Electronics America...2016 RESULT Highest Profitability in the Display Industry $23B FY 2016 Net Revenue Revenue Profit LCD OLED 58% 42% 99% 16% 99% 24% 1/16 Market

  • Upload
    others

  • View
    1

  • Download
    0

Embed Size (px)

Citation preview

Page 1: Disclaimer - Samsung Electronics America...2016 RESULT Highest Profitability in the Display Industry $23B FY 2016 Net Revenue Revenue Profit LCD OLED 58% 42% 99% 16% 99% 24% 1/16 Market

This presentation has been prepared by Samsung Electronics Co., Ltd. (the "Company"). It does not purport to contain all the information that a prospective investor may require in connection with any potential

investment in the Company. You should not treat the contents of this presentation, or any information provided in connection with it, as financial advice, financial product advice or advice relating to legal, taxation or

investment matters.

No representation or warranty (whether express or implied) is made by the Company or any of its officers, advisers, agents or employees as to the accuracy, completeness or reasonableness of the information,

statements, opinions or matters (express or implied) arising out of, contained in or derived from this presentation or provided in connection with it, or any omission from this presentation, nor as to the attainability of

any estimates, forecasts or projections set out in this presentation.

This presentation is provided expressly on the basis that you will carry out your own independent inquiries into the matters contained in the presentation and make your own independent decisions about the affairs,

financial position or prospects of the Company. The Company reserves the right to update, amend or supplement the information at any time in its absolute discretion (without incurring any obligation to do so).

Neither the Company, nor its related bodies corporate, officers, their advisers, agents and employees accept any responsibility or liability to you or to any other person or entity arising out of this presentation

including pursuant to the general law (whether for negligence, under statute or otherwise). Any such responsibility or liability is, to the maximum extent permitted by law, expressly disclaimed and excluded. Nothing

in this material should be construed as either an offer to sell or a solicitation of an offer to buy or sell securities. It does not include all available information and should not be used in isolation as a basis to invest in

the Company.

Future Matters

This presentation contains reference to certain intentions, expectations, future plans, strategy and prospects of the Company. Those intentions, expectations, future plans, strategy and prospects may or may not be

achieved. They are based on certain assumptions, which may not be met or on which views may differ and may be affected by known and unknown risks. The performance and operations of the Company may be

influenced by a number of factors, many of which are outside the control of the Company. No representation or warranty, express or implied, is made by the Company, or any of its directors, officers, employees,

advisers or agents that any intentions, expectations or plans will be achieved either totally or partially or that any particular rate of return will be achieved.

Given the risks and uncertainties may cause the Company's actual future results, performance or achievements to be materially different from those expected, planned or intended, recipients should not place undue

reliance on these intentions, expectations, future plans, strategy and prospects. The Company does not warrant or represent that the actual results, performance or achievements will be as expected, planned or

intended.

US Disclosure

This document does not constitute any part of any offer to sell, or the solicitation of any offer to buy, any securities in the United States or to, or for the account or benefit of any "US person" as defined in Regulation

S under the US Securities Act of 1993 ("Securities Act"). The Company's shares have not been, and will not be, registered under the Securities Act or the securities laws of any state or other jurisdiction of the United

States, and may not be offered or sold in the United States or to any US person without being so registered or pursuant to an exemption from registration including an exemption for qualified institutional buyers.

Disclaimer

Page 2: Disclaimer - Samsung Electronics America...2016 RESULT Highest Profitability in the Display Industry $23B FY 2016 Net Revenue Revenue Profit LCD OLED 58% 42% 99% 16% 99% 24% 1/16 Market

SAMSUNG DISPLAY

Investor Presentation

2017

Page 3: Disclaimer - Samsung Electronics America...2016 RESULT Highest Profitability in the Display Industry $23B FY 2016 Net Revenue Revenue Profit LCD OLED 58% 42% 99% 16% 99% 24% 1/16 Market

BUSINESS UPDATE

Contents

SAMSUNG STRATEGY

KEY TAKEAWAYS

BUSINESS OPPORTUNITIES

Page 4: Disclaimer - Samsung Electronics America...2016 RESULT Highest Profitability in the Display Industry $23B FY 2016 Net Revenue Revenue Profit LCD OLED 58% 42% 99% 16% 99% 24% 1/16 Market

2016 RESULT Highest Profitability in the Display Industry

$23B

FY 2016 Net Revenue Revenue Profit

LCD

OLED 58%

42%

99%

16%

99%

24%

1/16

Market Share

Source : Samsung Market Share : Based on 2015 Result

Page 5: Disclaimer - Samsung Electronics America...2016 RESULT Highest Profitability in the Display Industry $23B FY 2016 Net Revenue Revenue Profit LCD OLED 58% 42% 99% 16% 99% 24% 1/16 Market

OLED : OPENING FLEXIBLE ERA The frontier of New Display Wave

2/16

EDGE

New Form Factor

ROUND

Upgrading Lifestyle

Page 6: Disclaimer - Samsung Electronics America...2016 RESULT Highest Profitability in the Display Industry $23B FY 2016 Net Revenue Revenue Profit LCD OLED 58% 42% 99% 16% 99% 24% 1/16 Market

LCD : DRIVING PREMIUM TV Trendsetter of TV industry

3/16

UHD/LARGE SIZE

Market Leader

SAMSUNG

DISPLAY A B C

28%

21 20

18

Source : IHS

CURVED

Creating Value

Page 7: Disclaimer - Samsung Electronics America...2016 RESULT Highest Profitability in the Display Industry $23B FY 2016 Net Revenue Revenue Profit LCD OLED 58% 42% 99% 16% 99% 24% 1/16 Market

BUSINESS UPDATE

Contents

SAMSUNG STRATEGY

KEY TAKEAWAYS

BUSINESS OPPORTUNITIES

Page 8: Disclaimer - Samsung Electronics America...2016 RESULT Highest Profitability in the Display Industry $23B FY 2016 Net Revenue Revenue Profit LCD OLED 58% 42% 99% 16% 99% 24% 1/16 Market

DISPLAY EVERYWHERE Display Centric World is Coming

Technology

Infra-structure

Lifestyle

Sharing

CRT LCD

Personal

2G 3G

OLED

Display of Things

4G

Analog HD/FHD UHD

Personalization

4/16

~

Page 9: Disclaimer - Samsung Electronics America...2016 RESULT Highest Profitability in the Display Industry $23B FY 2016 Net Revenue Revenue Profit LCD OLED 58% 42% 99% 16% 99% 24% 1/16 Market

DAILY LIFE OF TOMORROW Display of Things 24/7

One Day in Display Centric World

Active and Dynamic Relax and Enjoy

Refresh

5/16

Free

Design Authentic

Image

Seamless

Design

Morning Mid-Day Night

Vivid

Color

High

Contrast

Page 10: Disclaimer - Samsung Electronics America...2016 RESULT Highest Profitability in the Display Industry $23B FY 2016 Net Revenue Revenue Profit LCD OLED 58% 42% 99% 16% 99% 24% 1/16 Market

FLEXIBLE OLED BIG BANG The Birth of Next Generation Devices

6/16

2017

Medical

VR

Watch

Automotive

Home Appliance

Interior

Mobile

New

New

Page 11: Disclaimer - Samsung Electronics America...2016 RESULT Highest Profitability in the Display Industry $23B FY 2016 Net Revenue Revenue Profit LCD OLED 58% 42% 99% 16% 99% 24% 1/16 Market

BUSINESS UPDATE

Contents

SAMSUNG STRATEGY

KEY TAKEAWAYS

BUSINESS OPPORTUNITIES

Page 12: Disclaimer - Samsung Electronics America...2016 RESULT Highest Profitability in the Display Industry $23B FY 2016 Net Revenue Revenue Profit LCD OLED 58% 42% 99% 16% 99% 24% 1/16 Market

SAMSUNG SUPERIORITY

Highly Advanced

Technology

Experienced

Experts

Manufacturing

Knowhow

7/16

Unrivaled, Cutting Edge Capabilities

Page 13: Disclaimer - Samsung Electronics America...2016 RESULT Highest Profitability in the Display Industry $23B FY 2016 Net Revenue Revenue Profit LCD OLED 58% 42% 99% 16% 99% 24% 1/16 Market

SMART TRANSITION

2016Revenue

LCD

OLED

Leading on the Edge TIPPING

POINT

Focusing on Profitability

8/16

Proactively Creating New Opportunities for the Upcoming Future

Page 14: Disclaimer - Samsung Electronics America...2016 RESULT Highest Profitability in the Display Industry $23B FY 2016 Net Revenue Revenue Profit LCD OLED 58% 42% 99% 16% 99% 24% 1/16 Market

OLED BUSINESS

OPPORTUNE INVESTMENT

TECHNOLOGY INITIATIVE

MARKET DIVERSIFICATION

Page 15: Disclaimer - Samsung Electronics America...2016 RESULT Highest Profitability in the Display Industry $23B FY 2016 Net Revenue Revenue Profit LCD OLED 58% 42% 99% 16% 99% 24% 1/16 Market

TECHNOLOGY INITIATIVE Continuous Effort for Technical Leadership

9/16 Source : Samsung

Galaxy Note5 OLED QHD Phone

Galaxy S OLED Phone

OLED Dual Edge Phone Galaxy S6 edge+

Galaxy Round OLED Curved Phone

Galaxy Gear OLED Wearable

Galaxy Tab OLED Tablet

『 Rigid 』

『 Flexible 』

Gear S2

OLED Circle Type Wearable

First Mover Free Design

Low Power Consumption

High Resolution & Real Color

Light Weight & Slim

Fast Response Touch

World First and Best

Page 16: Disclaimer - Samsung Electronics America...2016 RESULT Highest Profitability in the Display Industry $23B FY 2016 Net Revenue Revenue Profit LCD OLED 58% 42% 99% 16% 99% 24% 1/16 Market

OPPORTUNE INVESTMENT Capacity Expansion based on the Engagement with Partners

2017

2018 Flexible OLED Capacity x 5.0

Engagement with

Strategic Partners

2016

10/16 Source : Samsung

Page 18: Disclaimer - Samsung Electronics America...2016 RESULT Highest Profitability in the Display Industry $23B FY 2016 Net Revenue Revenue Profit LCD OLED 58% 42% 99% 16% 99% 24% 1/16 Market

LCD BUSINESS

PID(Public Information Display) LEADERSHIP

TECHNOLOGY DIFFERENTIATION

OPERATION EXCELLENCE

Page 19: Disclaimer - Samsung Electronics America...2016 RESULT Highest Profitability in the Display Industry $23B FY 2016 Net Revenue Revenue Profit LCD OLED 58% 42% 99% 16% 99% 24% 1/16 Market

TECHNOLOGY DIFFERENTIATION

2nd Generation

Next Generation

New Quantum Dot

Authentic Image

Dynamic Brightness

Off-Angle Viewing

1st Generation

12/16

LED LCD

Breaking Boundaries Between Screen and Reality with New QD Display

Page 20: Disclaimer - Samsung Electronics America...2016 RESULT Highest Profitability in the Display Industry $23B FY 2016 Net Revenue Revenue Profit LCD OLED 58% 42% 99% 16% 99% 24% 1/16 Market

PID LEADERSHIP

INDOOR E-BOARD VIDEOWALL OUTDOOR

Advanced Technology Expanding Customer Strengthen Leadership

LOW HIGH VALUE

13/16

Developing Higher Value Market with Advanced Technology

Zero Bezel

High

Durability

Page 21: Disclaimer - Samsung Electronics America...2016 RESULT Highest Profitability in the Display Industry $23B FY 2016 Net Revenue Revenue Profit LCD OLED 58% 42% 99% 16% 99% 24% 1/16 Market

OPERATION EXCELLENCE Core Competencies Enabling Constant Innovation and Stable Profit

Enhancing

Productivity

Optimizing

Management

Reducing

Assembly Cost

14/16

Page 22: Disclaimer - Samsung Electronics America...2016 RESULT Highest Profitability in the Display Industry $23B FY 2016 Net Revenue Revenue Profit LCD OLED 58% 42% 99% 16% 99% 24% 1/16 Market

BUSINESS UPDATE

Contents

SAMSUNG STRATEGY

KEY TAKEAWAYS

BUSINESS OPPORTUNITIES

Page 23: Disclaimer - Samsung Electronics America...2016 RESULT Highest Profitability in the Display Industry $23B FY 2016 Net Revenue Revenue Profit LCD OLED 58% 42% 99% 16% 99% 24% 1/16 Market

KEY TAKEAWAYS

Smart Transition Creating New Opportunities

Providing The Best Solution for Display of Things

Strengthen Leadership with Technology Innovation

15/16

Page 24: Disclaimer - Samsung Electronics America...2016 RESULT Highest Profitability in the Display Industry $23B FY 2016 Net Revenue Revenue Profit LCD OLED 58% 42% 99% 16% 99% 24% 1/16 Market

Display Beyond Imagination

16/16

$50B