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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
7、Component7/16Pico Inkjet QDHyper Efficient ELQuantum EnhancerTMLeap in TechnologyA structure like human eyes,optimized for straight and diagonal shape expressionDIAMOND PIXEL8/16Human eye structure“Human eyes are moresensitive to Green”Cone cellPixel StructureOthersDiamond PixelECO2OLED:COLOREco2OLE
8、D delivers the best color performance of any smartphone display(REC 2020,91%)9/16ConventionalEco2 OLEDECO2OLED:ENERGY EFFICIENCYEco2OLED promises high transmittance and energy efficiency with round diamond pixelx1.6x1.3TransmittanceRateOLED PanelPolarizer(Plastic Layer)68%Conventional43%57%Less Plas
9、tic(No Polarizer)10/16ALL NEW QD-OLED11/16BrighterStrongerSharper1000nit(Monitor)3000nit(TV)Ultra-precise Pico Inkjet Process Pixel size reduced by 30%140ppi 360 Hz(Monitor)QD-OLED:CONTINUE TO IMPRESS 12/16ConsumersDisplay TechSamsung S90CSony A95LContent CreatorsBUSINESSUPDATEContentsSAMSUNG STRATE
10、GYSAMSUNG DISPLAY ESGBUSINESS OPPORTUNITIESPLANET LOVING:GLASS TO SANDSamsung Display protects sand by recycling glassFlexible OLEDCarrier GlasstonsGlass(since 2016)Glassfiberequal to 80K tonsof sandHalf the Sand ofWaikiki BeachWasteGlassFishing boatCar bodyCementIt takes 0.8 tons of sand to produce
11、 1 ton of glassOLED Process13/16PLANET LOVING:REDUCING GHGSamsung Display has been striving to reduce GHG since 2016It reduces the amount of greenhouse gases that are purifiedby 8 times the size of Yellowstone.Display FabsReducing12M tonsof Greenhouse gasses since 201614/16*GHG:Greenhouse GasPLANET
12、LOVING:UPCYCLED PLASTICTrayOLED(Plastic)6.5M/per month Tray Defective Tray 10M tons of plastic thrown into the sea every year6M 1.5L PET bottlesper month Shipment Defective plastic shipping trays are recycled into new trays15/16PEOPLE CARING:EYE CARE DISPLAYLess bluelight emission makes your eye comfortableConventionalLight ModeBluelight FilteringSensing only the Harmful Bluelight Spectrum(415nm455nm)70%78%Dark ModeLight Mode16/16