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DISCLAIMER
The materials in this report include forward-looking statements which can generally be identified by phrases such as Samsung Electronics (SEC) or its management "believes," "expects," "anticipates," "foresees," "forecasts," "estimates" or other words or phrases of similar implications. Similarly, such statements that describe the company's business strategy, outlook, objectives, plans, intentions or goals are also forward-looking statements. All such statements are subject to certain risks and uncertainties that could cause actual results to differ materially from those in the presentation files above. For us, particular uncertainties which could adversely or positively affect our future results include: The behavior of financial markets including fluctuations in exchange rates, interest rates and commodity prices Strategic actions including dispositions and acquisitions Unanticipated dramatic developments in our major businesses including CE (Consumer Electronics), IM (IT & Mobile communications), DS (Device Solutions) Numerous other matters at the national and international levels which could affect our future results These uncertainties may cause our actual results to be materially different from those expressed in this report.
1. Paradigm Shift
- Transition from PCs to Mobile
2. Strategic Direction
- Stay One Step Ahead as Ecosystem Leader - Exploit Breakthroughs in Technology - Extend Core Competencies
Big Data
Datacenter
41
Card SSD
NAND PC DRAM
1985 1990 1995 2000
1/34
2005
2010
2015
Product Cycle
Business cycle accelerates in mobile era
3-4 year product cycles
Major Upgrade (Ver.)
Lynnfield Win8 Win7
PC CPU & OS
Cedar Pentium4 Pentium Pro Win98 Win95 WinXP
Mobile OS
5 ICS Honeycomb Gingerbread Eclair 3 4 6
iOS 7
2 iOS 1 v1.0
96
00
04
08
12
08
12
PC DRAM
SDR DDR DDR2 DDR3 DDR4
Mobile DRAM
MDDR LP2 LP3 LP4
Faster standardization, development and enabling Changes every every 2 years 4 years
2/34
Product Compatibility
Interchangeable Customized
Memory Vendor
A B A
Memory Vendor
B
Value Chain
The mobile value chain is more horizontal - Value more evenly distributed amongst key players
PC: Vertical Ecosystem CPU OS Memory Set Rule setter Bulk of value Mobile: Horizontal Ecosystem
Memory
Mobile CPU
Handset
Selective Relationship
Supply interruptions possible during memory shortages
PC Makers Handset Makers
Tier1
Tier1
Memory Vendors
Pricing
Tapered Pricing for visible and predictable memory supply
Volatile Pricing (PC DRAM)
Price
Price Density
Maintain BOM
Price Density
Increase BOM
Volatile
Time
Predictable
Time
Others
No.3
(20~30%)
No.2
(40~50%)
No.1
No.2
(~10%)
(70~80%)
No.1
20nm
x1.8
x2.0
x1.0
x1.5
x1.1
CapEx
Product Quality
PC memory is modular, but Mobile memory is embedded - Product quality becomes more important
Module type Embedded type
$00 for DRAM module High only risk of $000 for entire board
Memory Market
Paradigm shift is reflected in memory market
100%
-58%
-23% 23 7 8 9 13
39-25% 29
Memory market gets more stable (Source: isuppli) due to diminished players and PC DRAM portion
10/34
4 2
Paradigm Shift
Radical change of business paradigm
Mobile era PC era
Strategy
Mobile era
Shorter lifetimeLonger lifetime Product Customization Commodity Characteristics Only One Number One Make-to-order Make-to-stock Biz Tapered pricing Volatile market pricing Model Winner takes 2ndall mover has opportunity Scaling limitations Continuous scaling Technology Lower ROI Manageable CapEx Higher RMA cost Reasonable quality
11/34
Only One
Tapered pricing - Sustainable memory demand growth takes all Winner Scaling limitations Lower ROI - Organization, Open innovation, Higher RMA cost System knowledge, SCM, Quality
Strategic Direction
- Stay One Step Ahead as Eco-system Leader
5th Generation
DRAM
20nm class DDR4
12/34
SSD
10nm class PCIe SSD
5th Generation
Concurrent User support
105% 62%
Green Solution Green Solution
Current configuration
Same CapEx
Same space
Reduction*
45TWh
800M Trees
Premium
LPDDR2
Premium
Time
15/34
3GB
Samsung
3GB
4Gb
Premium
2GB
Competitor
4Gb x 6ea = 3GB
Premium
Premium 6Gb
6Gb x 4ea =3GB
2GB
Chipset validation complete Handset evaluation finished Mass production ready Time
16/34
De facto Standard
Cultivate de facto standard via ecosystem leadership
Mobile DRAM
20nm class 4Gb LPDDR3
De facto standard
Memory
LPDDR3
Wide IO
by leading players
Mobile OS Handset
De facto standard
Mobile CPU
Open standard
LPDDR2
De facto standard
Open standard
eMMC 4.5
eMMC 5.0
UFS* *Universal Flash Storage
17/34
Im continually amazed by Samsung's rise to power in the SSD space. - Anandtech 1-bit NAND 2-bit 3-bit Lower Cost
The performance increase is profound. Writes shoot up, while the read results shoot up - Tom's Hardware as well.
18/34
Strategic Direction
- Exploit Technology Breakthroughs
Breakthrough
New Structure
ArF Immersion
Litho contribution to CapEx : Planar 45% V-NAND 15%
Tech. Limit?
EUV?
19/34
Program/Erase cycle
x10
Write speed
x2
power consumption
40% less
Planar
V-NAND (2-bit)
Planar
V-NAND (2-bit)
Planar
V-NAND (2-bit)
V-NAND Planar
2013
2014
2015
2016
2017
21/34
Multi-bit V-Solution
V-NAND can be the most cost effective solution
SSD Price
Multi-bit V-Solution
Most Cost Competitive Solution
Current
50%
V-NAND (Multi-bit)
22/34
Mobile
V-NAND
Premium Application
2016
2017
Specialty
Majority
Mobile
EDP
Mobile
Development timing
EDP
EDP-centric develop. : Mobile Cost > EDP
Development timing
* EDP : Electronic Data Processing
24/34
Process Tech.
*Through-Silicon Vias
Breakthrough
30nm
Solution DRAM
: Error management algorithm : Server-class memory sub-system
20nm Limit?
New Memory
: MRAM, ReRAM, PRAM, etc
PRAM
Sub-20nm?
25/34
Strategic Direction
- Extend Core Competencies
What to Do
To extend core competencies
Organization More customer and market-oriented Reinforcing solution engineers
Core Competencies
26/34
Re-align Organization
Establish application/market-oriented organization
Cross-functional Virtual community
Functional Dimension
Excellent Quality
Samsungs Server DRAM, Top-notch quality
Low Server DRAM fraction defective
Statistical methodology, Big data mining Root-cause finding through cross-functional collaboration
[ppm]
Improve SCM
Right product, time and place through improved SCM
- Transformation into manufacturing service provider
Inbound SCM Outbound SCM
Increased Complexity
Differentiated, Dedicated
Raw materials
Memory
Customer
Samsung is truly differentiating obviously providing B more detail than even foundries
A B
Memorylink.samsung.com
Smart online service & support
Information
Service Portal Smartphone trend
Customize
Smart architecture design tool
Customer
Recommend
Alignment with memory solution
Memorylink.samsung.com
Sample Request
Sample order and feedback
30/34
Xian, China
Storage S/W
Bangalore, India
Mobile S/W Expanding Global R&D Personnel 700 0 2004 500 2013
31/34
2015
Identify opportunities
Software Capability
Maximize opportunities
Academia Collaboration
- Memory system architecture
32/34
Summary
To align with the paradigm shift
Strategy
Stay One Step Ahead as an Ecosystem Leader
- De facto standard
Paradigm Shift
33/34
Transformation in progress
34/34
Thank You