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1、SAMSUNG DISPLAYInvestor Presentation2024BUSINESS UPDATEContentsSAMSUNG STRATEGYSAMSUNG DISPLAY ESGBUSINESS OPPORTUNITIES1/16DISPLAY OVERVIEW Revenue(23)$24BProfit(23)$4.3BBusiness Accomplishment50%Smartphone Display(Revenue base,Omdia)Smartphone AMOLED Display58%Market Share 1LEADERSHIP IN DISPLAYSm
2、all-Medium DisplaySmart WatchNote PCTabletSmartphoneAutomotiveFoldable Phone2/16Large Display TVMonitorOLED EVERYWHERESDC will cover all sizes of display3/16Small sizeLarge sizeTVVR/ARSmartphoneIT“Large Size Screen”55/65 77 Monitor“Foldable/Slidable”“Slim/Foldable”“Small&High Resolution”“Various Asp
3、ect Ratio”16:9/21:9/32:9Auto“Seamless&Free form”BUSINESS UPDATEContentsSAMSUNG STRATEGYBUSINESS OPPORTUNITIESSAMSUNG DISPLAY ESGDISPLAY MARKET AI accelerates device personalizationDisplays developing into high quality,high performance devicesTVOthers(Unit:$B)IT(NPC+Tablet+Monitor)(Auto,Wearable,AR/V
4、R,etc.)HHP(Smartphone+Feature phone)4/161715710700010203040506070809101112131415161718192021222324252627*Source:OmdiaSmartphone OLED PenetrationSMARTPHONE MARKET Continue to advance the performance and form-factor5/16(Source:IDC,SA,Omdia)0809101112131415161718192021222324252627Replacement rate(month
5、s)ASP($)430283400360485048433932283G(Mobile Internet+SNS)New demand(SET,Mpcs)4G(Video Streaming)5G(Cloud,AI,Metaverse)6GReplacement demand1,3941,3501,2001,1601,2701,48570113730%50%FLEXIBLE BECOMES MAINSTREAMMore OLED,Various Form-Factor in Smartphone6/16FoldableStandard*Source:OmdiaRigid OLEDFlexibl
6、e OLEDLCD-13%-20%CAGR9%(Display,Revenue$B)42%-3%CAGR(Display,Revenue$B)*Source:Omdia2022242747%71%84%87%2022242717%9%6%1.4%BUSINESS UPDATEContentsSAMSUNG STRATEGYBUSINESS OPPORTUNITIESSAMSUNG DISPLAY ESGSUPERIOR TECHNOLOGY LEADERSHIPDiamond PixelEco2OLEDQD OLEDEfficient powerConsumption+ECO friendly