Investor Presentaiton

Made public by

sourced by PitchSend

12 of 24

Creator

PitchSend logo
PitchSend

Category

Pending

Published

Unknown

Slides

Transcriptions

#1SAMSUNG DISPLAY Investor Presentation 2023#2Contents BUSINESS UPDATE BUSINESS OPPORTUNITIES SAMSUNG STRATEGY SAMSUNG DISPLAY ESG SAMSUNG#3DISPLAY OVERVIEW FY2022 Net Revenue 5% LARGE $27B MOBILE Business Accomplishment [Market Share ] SAMSUNG 95% 1 Smartphone Display 58% Smartphone AMOLED Display 74% (Revenue base, OMDIA) 1/18#4LEADERSHIP: OLED DISPLAY SAMSUNG Mainstream in the Small-Medium Display Market The Dream Kitchen SAMSUNG SmartPhone Foldable Phone Tablet Note PC Automotive Smart Watch 2/18#5LEADERSHIP: QD-OLED New standard for next-generation Large Display TV Monitor OLED OLED SAMSUNG 3/18#6Contents BUSINESS UPDATE BUSINESS OPPORTUNITIES SAMSUNG STRATEGY SAMSUNG DISPLAY ESG SAMSUNG#7DISPLAY MARKET Pandemic accelerates device personalization 660 ▶ IT driven ▶ Mobile driven (Display, Mpcs) 2,580 2,030 2,980 "All devices are personalized" More devices per person, Multiple screens per device *Lockdown,, geopolitical tensions 2,580 CAGR 3,070 ('08-'27) 8% SAMSUNG 14% Smartphone 4% IT (NPC + Tablet + Monitor) 3% 36% '08 '09 '10 '11 '12 '13 '14 '15 '16 '17 '18 '19 '20 '21 '22 '23 '24 '25 '26 '27 OLED Penetration *Source: Omdia 6% 12% 20% 22% 28% Automotive Wearable (Watch + AR/VR) 4/18#8SMARTPHONE MARKET Continue to advance the performance and form-factor (SET, Mpcs) • New demand Growth 3G (Mobile Internet+SNS) Replacement demand ASP($) 430 701 Replacement rate (months) 37 137 28 Maturity 4G(Video Streaming) 283 SAMSUNG Innovation 5G (Cloud, AI, Metaverse) 6G 1,485 1,395 1,350 1,360 1,230 1,200 400 360 48 50 48 43 39 32 32 '08 '09 '10 '11 '12 '13 '14 '15 '16 '17 '18 '19 '20 '21 '22 123 '24 $25 25 (Source: IDC, SA) '26'27 5/18#9FOLDABLE BECOMES MAINSTREAM (Display, Revenue $B) CAGR 42 14% -4% -20%◄ - 14% 47 '20 '21 a-Si (Source: Omdia ETC) Tech LTPS More OLED, Various Form-Factor (Display, Revenue $B) 45 44 CAGR 43 '22 '23 '24 Rigid Flexible Form-Factor 4% 72% 1 1.4% 7% 9% * Foldable ratio 12% -1%◄ '20 '21 '22 '23 '24 Standard Foldable Rollable SAMSUNG 6/18#10NEW APPLICATIONS Wearable Healthcare drives wearable 29 Blood Sugar Blood Pressure ⚫ FCG Heart Rate Spo2 * SPO2 : Pulse Oximeter Saturation Stress Monitor AR/VR/MR key devices in Metaverse era Standalone LTE (1Gb) Tethering Slim/Wireless "Kinetic/Ergonomics* 5G (20Gb) Metaverse SAMSUNG 7/18#11Contents BUSINESS UPDATE BUSINESS OPPORTUNITIES SAMSUNG STRATEGY SAMSUNG DISPLAY ESG SAMSUNG#12SUPERIOR TECHNOLOGY LEADERSHIP SAMSUNG Diamond Pixel Samsung Diamond Pixel TM Eco² OLED QD-OLED Eco OLED™ Efficient power Consumption Eco friendly Component QD 8/18#13DIAMOND PIXEL Astructure like human eyes, optimized for straight and diagonal shape expression Human eye structure "Human eyes are more sensitive to Green" Cone cell Pixel Structure Samsung Diamond Pixel™ THE Round Diamond Pixel SAMSUNG 9/18#14SAMSUNG ECO² OLED : COLOR Eco² OLED delivers the best color performance of any smartphone display (REC 2020, 91% REC 2020 : The Existing Widest Color Standard, UHD↑ TV Broadcasting Standard (DCI P3 X1.3, SRGB X1.7) FU Eco OLED (91%) Conventional (58%) CEZIO 10/18#15SAMSUNG ECO² OLED ENERGY Eco² OLED promises high transmittance and energy efficiency with round diamond pixel Conventional Transmittance 43% Rate Polarizer (Plastic Layer) OLED Panel x1.3 . EcoOLED™ Eco OLED Plus™ 57% 68% x1.6 o Less Plastic (No Polarizer) (2022) 11/18#16LEADERSHIP ALL NEW QD-OLED 2023 SAMSUNG The Innovations re-define "Premium Experience" Leap in Technology The Performance Al Blue OLED Hyper Efficient EL IntelliSense AI 2.0 Printed Quantum Dots Luminance +130% 2x Reliability Power consumption Down +digitaltrends engadget EDITOR'S HDTVtest BEST OF DISPLAY WEEK SAN JOSE 2012 Best Display Value Electronics King of TV TV Shootout 2022 + digitaltrends 000000 TOP TECH CES 2022 CHOICE CES 2022 QD-Display QD-Display QD-Display Component SID 2022 QD-OLED QD-OLED Most innovative TV tech 2022 QD-OLED 12/18#17QD-OLED : COLOR VOLUME SAMSUNG QD-OLED REAL HDR Color Performance QD-OLED delivers more shades of colors Conventional OLED 100 -100 -50 0 100% 100 100 50 50 50 0 0 -100 -50 50 126% -50 -50 0 50 50 100 -100 100 -100 100 100% 71% *CIELAB DCI-P3(IDMS APL 10%) Rosier Reds Envious Greens Calmer Blue 13/18#18QD-OLED: REAL BRIGHTNESS '23 QD-OLED Color Light Output = Peak Light Output 453nit 2.4x 188nit ΠΙΠ 1442nit 2.8x 514nit 01 165nit ☐ 1.9x 85nit 00 2060nit 1.1x 1936nit @ Peak luminance '23 Conventional OLED SAMSUNG Color Light Output = 40% of Peak Light Output 14/18#19SAMSUNG QD-OLED: NEW SIZES, ONE FOR EVERYONE 77" 65" 55" 49" 34" 15/18#20Empty#21PLANET FIRST GLASS TO SAND Samsung Display protects sand by recycling glass OLED PROCESS Flexible OLED Carrier Glass Waste Glass 100K tons Glass (since 2016) Fishing boat Car body OLED to Sand Project Cement Glass fiber equal to 80K tons of sand Half the Sand of Waikiki Beach It takes 0.8 tons of sand to produce 1 ton of glass SAMSUNG 16/18#22PLANET FIRST: LESS PLASTIC Self lighting Samsung Displays are rarely using Plastics Decomposition Time for Plastic 600 years LCD Plastic 8 Layer / 11 OLED Plastic 1 Layer / 4 *Polarizer * Eco² OLED Tech even removes Polarizer LCD QD-Display Plastic 8 Layer / 11 Plastic 1 Layer / 4 SAMSUNG 17/18#23PLANET FIRST: REDUCING GHG * GHG : Greenhouse Gas Samsung Display has been striving to reduce GHGsince 2016 Reducing 12M tons of Greenhouse gasses since 2016 Display Fabs It reduces the amount of greenhouse gases that are purified by 8 times the size of Yellowstone. SAMSUNG 18/18

Download to PowerPoint

Download presentation as an editable powerpoint.

Related

Q4 & FY22 - Investor Presentation image

Q4 & FY22 - Investor Presentation

Financial Services

FY23 Results - Investor Presentation image

FY23 Results - Investor Presentation

Financial Services

Ferocious - Plant Growth Optimizer image

Ferocious - Plant Growth Optimizer

Agriculture

Market Outlook and Operational Insights image

Market Outlook and Operational Insights

Metals and Mining

2023 Investor Presentation image

2023 Investor Presentation

Financial

Leveraging EdTech Across 3 Verticals image

Leveraging EdTech Across 3 Verticals

Technology

Axis 2.0 Digital Banking image

Axis 2.0 Digital Banking

Sustainability & Digital Solutions

Capital One’s acquisition of Discover image

Capital One’s acquisition of Discover

Mergers and Acquisitions