Samsung SDI Sustainability Report 2023

SAMSUNG SDI SUSTAINABILITY REPORT 2023 11 □ CE SUSTAINABILITY MANAGEMENT SUSTAINABILITY MAIN THEMES APPENDIX Business Overview OVERVIEW CEO's Message Company Overview 2030 Company Vision Business Overview Electronic Materials Business Summary Since the development of EMCS for the semiconductor manufacturing process in 1994, we have established our competitiveness in electronic materials business on the strength of our core technology and expert competency. Samsung SDI mainly engages in the de- velopment and sales of semiconductor and display materials. Not only do we bolster our leadership in the established market, but we also remain committed to securing our competitive advantage for such next-generation cutting-edge materials for QD, OLED, EUV lithography market. Application Market Outlook As the global economic growth is expected to decline amid the worldwide inflationary pressure, and international conflicts, this will dampen the market demand for electronic materials in 2023. While positive signals are observed in the semiconductor market from the long-term demand perspective in the wake of the emergence of ChatGPT, companies may find it difficult to exhaust their inventory for the time being amid the sharp drop in demand, and the related materials market won't be experiencing sizable growth. The dis- play market is forecast to maintain its negative growth from the previous year or inch up slightly while OLED-related market growth will be solid in line with the increasing adop- tion of OLED for IT and TV products and the size of such products becoming ever larger. QD Ink (Q-R400) 046 QD Ink (Q1-G-400) Vissal 040 Semiconductor We produce patterning materials (SOH, SOD, and slurry) used to form semi- conductor wafer patterns as well as packaging materials (EMC) that protect semiconductors and chips from the external environment. Display Our electronic materials are mainly adopted for LCD, OLED and other dis- play panels. These materials are sold in the form of films or base composite materials, and include films such as POL (polarizing film), FOCA and pro- cess materials such as OLED materials and color Photo Resist (color PR). Outlook on the Electronic Materials Market with Samsung SDI's Presence I Semiconductor materials Display materials (unit: USD billion) 7.2 5.2 13.5 12.1 10.8 10.2 2023E 2025E 2030E 2023E 2025E 2030E * Source: Samsung SDI forecast (as of May 2023)

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