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TRANSCRIPT
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
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
SAMSUNG STRATEGY
Product Performance
CustomerPortfolio
New Applications
OperationalExcellence
Unrivaled, Cutting Edge Capabilities
8/16
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
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
OPERATIONAL EXCELLENCE
Core Competencies Enabling Constant Innovation and Stable Profit
EnhancingProductivity
OptimizingManagement
ReducingAssembly Cost
14/16
KEY TAKEAWAYS
Differentiated Products Creating New Opportunities
Providing The Best Solution for Display of Things
Strengthen Leadership with Technology Innovation
15/16