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SAMSUNG DISPLAY Investor Presentation 2019
SAMSUNG DISPLAY
Investor Presentation
2019
BUSINESS UPDATE
Contents
SAMSUNG STRATEGY
KEY TAKEAWAYS
BUSINESS OPPORTUNITIES
DISPLAY OVERVIEW
$29B
FY 2018 Net Revenue
LARGEDISPLAY
MOBILE 76%
24%
1/16
Business Accomplishment
23%
1
Display Market Share
(Revenue base, IHS)
LEADERSHIP : MOBILE DISPLAY
Mainstream in the Small-Medium Display Market
Smart Watch
LaptopFoldable Phone
Tablet2/15
Automotive
SmartPhone
LEADERSHIP : LARGE DISPLAY
Driving Premium Products
8K, QD, Ultra Large Size Curved32:9 Super Ultra wide
Extremely narrow Bezel
TV Monitor PID
3/16
BUSINESS UPDATE
Contents
SAMSUNG STRATEGY
BUSINESS OPPORTUNITIES
KEY TAKEAWAYS
NEW PARADIGM : 5G
Infrastructure
Display
Lifestyle
Flexible OLED
3G/4G 5GPicture, Video HDR + Streaming + IoT
LTPS LCDRigid OLED
Personal Display of Things
Display Centric World is Coming
4/16
DAILY LIFE OF TOMORROW
Display of Things 24/7
One Day in Display Centric World
Active and DynamicRelax and Enjoy
Refresh
Morning Mid-Day Night
5/16
DISPLAY BIG BANG
MedicalVR
Watch
Automotive
Home Appliance
Interior
Mobile
New
New
Foldable
The Birth of Next Generation Devices
6/16
CAGR 32%(Revenue)
2015 2016 2017 2018 2019 2020Source : IHS
Average TV Size
8%
36%
39” 46”
Global TV DemandOver 65” UHD
CONTINUOUS GROWTH OF PREMIUM TV MARKET
Rapid Growth in Ultra Large-sized & High Resolution TVs
7/16
BUSINESS UPDATE
Contents
SAMSUNG STRATEGY
BUSINESS OPPORTUNITIES
KEY TAKEAWAYS
SAMSUNG STRATEGY
Product Performance
CustomerPortfolio
New Applications
OperationalExcellence
Unrivaled, Cutting Edge Capabilities
8/16
MOBILE DISPLAY BUSINESS
TECHNOLOGY DIFFERENTIATION
NEW APPLICATIONS
CUSTOMER & PRODUCT PORTFOLIO
NEW APPLICATIONS
Securing New Growth Engines
Foldable Notebook Automotive Next Apps
UnderDevelopment
9/16
TECHNOLOGY DIFFERENTIATION
Hole
Full Screen
Foldable
Automotive
Embedded Sensors
Human Friendly
Color Accuracy Less Blue Light
Design
Continuous Effort for Technological Leadership
UX
Fingerprint Haptic Speaker
10/16
CUSTOMER & PRODUCT PORTFOLIO
New Customers and Wide Range of Products Driving Growth
Wide RangeProducts
NewCustomers
11/16
LARGE DISPLAY BUSINESS
NON-TV BUSINESS LEADERSHIP
TECHNOLOGY DIFFERENTIATION
OPERATIONAL EXCELLENCE
TECHNOLOGY DIFFERENTIATION
2nd Generation
Next Generation
LED
QD
Perfect QD
LCD
1st Generation
LED
QD
LCD
Breaking Boundaries Between Screen and Reality through Perfect QD
Authentic Image
Dynamic Brightness
Off-Angle Viewing
12/16
NON-TV BUSINESS LEADERSHIP
Developing Higher Value Market with PID & Monitor
MonitorPID
13/16
OPERATIONAL EXCELLENCE
Core Competencies Enabling Constant Innovation and Stable Profit
EnhancingProductivity
OptimizingManagement
ReducingAssembly Cost
14/16
BUSINESS UPDATE
Contents
SAMSUNG STRATEGY
KEY TAKEAWAYS
BUSINESS OPPORTUNITIES
KEY TAKEAWAYS
Differentiated Products Creating New Opportunities
Providing The Best Solution for Display of Things
Strengthen Leadership with Technology Innovation
15/16
Display Beyond Imagination
16/16
SUSTAIN BUSINESS GROWTH
16/16
