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SAMSUNG ANALYST DAY 2013

by Woody Oh | 11月 07, 2013

Woody Oh, an analyst from our Wireless Device Strategies service, attended SAMSUNG ANALYST DAY 2013 event held in Seoul, South Korea on Nov 6th, 2013. Samsung presided this event for financial investors, industry analysts and professional experts engaged in IT industry to present its longer-term goals, visions and product roadmaps across all the smart devices such as smartphone, tablet and consumer gadgets that Samsung produces.

The event was well-organized, and more than 400 audiences attended from around the world while all the big guys from Samsung Electronics participated in to express their strategies and to win the potential investments.

Here are the SEVEN key handset-related takeaways that we concluded from the presentations by the CEOs' of Samsung IM division and other divisions such as Samsung LSI and Samsung Memory.

1. Samsung will be shipping more than 100 million units of Galaxy S & Note series in 2013.

2. Samsung expected the smartphone market to continue to grow based on the the explosive demands in emerging markets, and the premium segment, which many are predicting the market saturation, to outpace the industry forecasts, fueled by the rapidly growing demand for LTE market. Quoting our published Global LTE (4G) Handset Sales Forecast for 88 Countries: 2010 to 2017, Samsung estimated global LTE market to reach 680 million units by 2017

3. The next big things will include big data, flexible device, IoT (internet of things), convergence and wearable device. As for flexible device, Samsung claimed to roll out the bendable display in 2014 and the foldable display in 2015 timeframe.

4. By introducing its Galaxy Note product, Samsung highlighted its status as the creator of 'Fonblet' market with large display, portability and handwriting technology. We believe that Samsung has a high hope for the big-sized smartphone market with over 5 inch display, which we define as phablet. Also it made us predict that Samsung may be working on a completely new type of 'Fonblet' to target both smartphone and tablet segments at the same time in around 2015 or 2016 timeframe.

5. Samsung focused on the cutting edge technology such as Galaxy Gear, Galaxy Round, 4G and 5G technology leadership while this vendor also expressed its new ambitions for the enterprise market expansion with its B2B solutions based on the Knox platform.

6. With regards to M&A, Samsung stated that it has been acquiring several healthcare companies for the past three years, hinting that it would be willing to acquire the promising companies in mobile area.

7. Samsung clearly expressed its short-term and long-term investment on UX, design, software and localized contents & services that are becoming more and more important in the mobile business.

Through the whole presentations, it was stongly felt that Samsung is trying to solidify its leadership in hyper-connected ecosystem based on handset and smartphone, by prioritizing the vertically integrated suppliers chain across its main suppliers, from application processor, image sensor, connectivity chipsets, ModAP to flexible display and advanced memory technology.

 

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