Da quando ho preso le redini di Samsung Mobile sei mesi fa, molte cose sono cambiate. Ciò che una volta era ordinario, adesso sembra straordinario, sia che si vada a trovare un amico o che si esca per un pasto.

Considero questa nuova era come il “Next Normal” e la tecnologia – soprattutto quella mobile – ha un ruolo fondamentale. In pochi mesi, abbiamo visto le nostre vite cambiare in modi inimmaginabili. La formazione a distanza, il fitness a casa, i concerti online e molto altro ancora sono stati resi possibili grazie alla tecnologia mobile.

In qualità di leader dell’industria tecnologica, abbiamo un’importante responsabilità – e ora un vero senso di necessità – per aiutare la società a continuare ad andare avanti. Tante persone contano su di noi per avere nuovi modi di comunicare, nuovi modi di lavorare e nuovi modi di connettersi.

Al Galaxy Unpacked di quest’estate presenteremo cinque nuovi potenti dispositivi. Questi dispositivi rappresentano la nostra visione di essere l’azienda innovatrice che porta nuove esperienze mobile che fluiscono senza soluzione di continuità e senza interruzioni ovunque andiamo. Combinano potenza e funzionalità senza soluzione di continuità, sia che siate lavorando o giocando, a casa o fuori. Nel Next Normal, avrete il potere di vivere la vita al massimo con questi dispositivi in mano (e nelle orecchie, e al polso).

Mentre traccio la mappa del futuro di Samsung Mobile, vorrei condividere tre priorità strategiche su cui mi sono concentrato. Sono audaci e lungimiranti, ma è quello che Samsung ha sempre fatto. Invece di andare sul sicuro, ci prendiamo dei rischi e ci muoviamo velocemente. Invece di aspettare gli altri, fissiamo la direzione per il resto del settore. Anche in questi tempi difficili, so che questi pilastri manterranno la nostra attenzione proprio dove deve essere riposta: sui nostri clienti.

Innovazioni significative

In Samsung creiamo ogni innovazione con un chiaro scopo: rendere la vostra vita migliore e più facile. In un momento in cui la pandemia ha imposto a tutti noi tanti limiti, la tecnologia è un ponte verso un mondo più grande. I dispositivi mobile sono diventati per molte persone l’unico modo di lavorare da casa e di rimanere connesse – una vera e propria ancora di salvezza.

Negli ultimi sei mesi, abbiamo sovralimentato la nostra linea di prodotti e abbiamo investito molto in Ricerca e Sviluppo. Abbiamo implementato a tempo di record nuove soluzioni, per fare di tutto, dal miglioramento della tecnologia delle video-chat all’aiuto ai lavoratori in prima linea per rimanere al sicuro sul lavoro.

Questo Next Normal sarà un periodo di innovazione ancora più audace. Renderemo la tecnologia mobile più personale, intelligente, utile e sicura. Svilupperemo prodotti più innovativi, come i nostri smartphone pieghevoli leader del settore. E man mano che introdurremo un’ampia gamma di dispositivi Galaxy 5G in più mercati, questa tecnologia permetterà di fare così tante esperienze che ancora non riusciamo a immaginare.

Dai pieghevoli al 5G, abbiamo una quantità enorme di novità in cantiere, alcune pronte per essere mostrate a breve. Ma sono anche entusiasta di come la gente userà queste tecnologie per cambiare la propria vita. Perché solo così si realizzerà un’innovazione significativa.

Collaborazione aperta

Il potere del gruppo è più forte che andar da soli. Gli ultimi mesi hanno dimostrato più volte la verità di questa frase. Le storie di tante persone che si riuniscono per aiutarsi a vicenda sono un esempio incredibile, e dimostrano che il tutto è sempre più grande della somma delle sue parti.

Mi ha dato una nuova consapevolezza del potere della vasta rete dei partner di Samsung. Siamo sempre stati convinti della necessità di dover lavorare insieme, per creare nuove esperienze per i nostri clienti.

Pensate alla nostra collaborazione con Google, Microsoft, Netflix e Spotify, per citarne alcuni. Abbiamo lavorato con Google per ottimizzare le videochiamate¹ in modo che gli utenti potessero connettersi più facilmente. Abbiamo anche ampliato la nostra collaborazione con Microsoft in modo che gli smartphone Galaxy e i PC Windows possano condividere messaggi, foto e promemoria del calendario in tempo reale². Questa collaborazione continuerà ad espandersi con la nostra collaborazione in ambito gaming con Xbox.

Crediamo nel potere delle partnership anche perché vogliamo che tutti – comprese le start-up, gli sviluppatori e le nostre comunità locali – abbiano la possibilità di realizzare i loro sogni. Il programma di incubazione delle start-up Samsung C-Lab e Samsung NEXT sono solo alcuni dei modi in cui aiutiamo gli imprenditori all’interno e all’esterno della nostra azienda a costruire, crescere e ingrandirsi.

In Samsung continueremo a portare le migliori idee sul mercato, indipendentemente dalla loro provenienza. Dopotutto, siamo davvero più forti insieme.

Capacità di Agire

Nel nostro mondo in rapida evoluzione, la capacità di agire è fondamentale. Il ritmo del cambiamento dettato dalla nostra nuova realtà ha portato alla luce la necessità di agire operativamente: la capacità di dare priorità alle risorse e di essere efficienti oggi, anticipando le tendenze e agendo con decisione per il domani. La pandemia ha rappresentato una dura prova. Significava trasformarsi rapidamente per prendersi cura delle nostre comunità locali, dei nostri partner e dei nostri dipendenti, pur continuando a mantenere la resilienza per il futuro.

Questa capacità di agire è anche ciò che ci ha permesso di dare vita ai potenti dispositivi, e alle loro esperienze connesse, che introdurremo al Galaxy Unpacked. Abbiamo visto che le persone volevano – e avevano bisogno – di dispositivi ottimizzati per il lavoro, il gioco e il multitasking per diversi stili di vita. Il nostro impegno per l’innovazione, unito alla nostra capacità di agire, ci ha permesso di re-immaginare completamente l’esperienza mobile.

La capacità di agire ha anche portato a cambiamenti fondamentali nel modo in cui forniamo un’esperienza mobile di cui potete fidarvi. Poiché la protezione dei clienti è la nostra priorità numero uno, integriamo la sicurezza in ogni singolo strato del vostro dispositivo, dal chip fino alle app. Oggi siamo orgogliosi del fatto che la nostra piattaforma di sicurezza Knox, leader nel settore della difesa, protegge più di un miliardo di clienti in tutto il mondo.

Il futuro dell’innovazione mobile

Riassumendo, queste tre priorità strategiche guideranno Samsung Mobile attraverso il Next Normal e oltre. Ci permetteranno di reinventarci costantemente per realizzare la nostra visione di offrire esperienze mobile nuove e innovative a sempre più persone in tutto il mondo.

Continueremo ad espandere l’ecosistema Galaxy e offriremo esperienze che vi aiuteranno a fare di più con meno, in modo che possiate concentrarvi su ciò che conta davvero. In definitiva, si tratta di mettere voi al centro dell’esperienza Galaxy in modo che possiate vivere la vita al massimo.

Potrete vedere con i vostri occhi cosa abbiamo in serbo per voi il prossimo 5 agosto al Galaxy Unpacked. Per la prima volta, trasmetteremo in diretta dalla Corea del Sud – sarà un’esperienza virtuale emozionante. Non vediamo l’ora di condividerla con voi!

1 Attraverso Google Duo su dispositivi Galaxy. La disponibilità può variare in base al mercato, al settore e al modello.

2 Attraverso il link a Windows e l’applicazione Il Tuo Telefono. La disponibilità può variare in base al mercato, al settore e al modello.

In the third quarter, strong demand for high-performance memory chipsets for servers and flagship mobile devices was a contributing factor to the company’s overall robust performance. The Semiconductor Business registered significant earnings growth both YoY and QoQ, and the System LSI added to the earnings rally through increased sales of DDIs and image sensors. The display panel segment posted an earnings decline despite the expanded sales of flexible OLED panels for premium smartphones. The Mobile Business saw strong shipments thanks to the launch of Galaxy Note 8 and solid sales of the new Galaxy J series, but its earnings declined QoQ due to the higher sales proportion of mass-market smartphones.

The Memory Business achieved strong earnings results for the quarter on the back of high seasonal demand for all memory applications, the trend toward higher density chips and a continuation of favorable supply and demand conditions and prices. For NAND, the launch of flagship smartphones and the expansion of cloud infrastructure drove strong demand. For DRAM, demand for applications used in servers, mobile devices, PCs and game consoles also remained solid.

For the OLED business, an increase in shipments of flexible displays for customers’ new flagship smartphone launches drove an increase in sales. However, QoQ earnings declined due to an increase in start-up costs of the new OLED production line and increased competition within rigid OLED products. For the LCD business, third quarter earnings declined, as an imbalance in supply and demand led to a decrease in the ASP of LCD panels. Further, capacity expansion in the LCD industry continues to impact prices.

The Mobile Business saw smartphone shipments increase on the back of the global roll-out of the newly launched flagship, Galaxy Note 8, and solid performance of the new Galaxy J series. However, overall revenue and earnings decreased QoQ due to the higher sales of mid- to- low tier models.

Samsung’s TV business saw significant improvements in QoQ earnings driven by increased sales of premium products including QLED TVs. However, due to the higher cost of LCD TV panels and weakening demand of the TV market, YoY earnings were modestly lower.

Looking ahead to the fourth quarter, the company anticipates tight supply and demand conditions to continue for the Memory Business due to strong demand for servers and mobile devices. For the Display Panel segment, increased shipments of flexible OLED products and the release of new rigid OLED panels will improve earnings. However, the LCD segment will be met by weak seasonality, coupled with expanded panel supply. For the Mobile Business, the company will try to maintain solid earnings by increasing flagship sales through the global roll out of the Galaxy Note 8. Meanwhile, the Digital Appliances Business expects to continue revenue growth by ramping up sales of new products including washing machines with QuickDriveTM technology and POWERstick PRO vacuum cleaners. The TV business will focus on increasing sales of premium products including QLED and ultra-large screen TVs.

Moving on to business prospects for 2018, the company expects earnings to grow primarily from the component businesses, as conditions in the memory market are likely to remain favorable and the company expects increased sales of flexible OLED panels. For the Memory Business, demand for high-density, high-performance NAND will increase, as the need for larger data capacity in servers and mobile devices grows

The company expects positive growth in the DRAM market, due to the development of technologies in big data, artificial intelligence and machine learning, in which faster processing and analysis of data are critical. The technological advancement of mobile devices with dual camera, 3D sensors and on-device AI will spur DRAM growth. As for next year’s outlook for the System LSI and Foundry Businesses, Samsung will continue to drive favorable earnings growth by increasing the supply of 10-nano products and image sensors, and will also focus on strengthening the competitiveness in the sub 7-nano process through investment in the EUV-related infrastructure.

In the display segment, Samsung will continue seeking growth by addressing market demand for flexible OLED display panels with differentiated technology, as OLED is set to become a mainstream feature in smartphones. Although global competition in the LCD panel business is expected to intensify in 2018, Samsung will strive to ensure its profitability by solidifying partnerships with key customers and enhancing the lineup of ultra-large size, high resolution, quantum dot and frameless panels.

As for the Mobile Business, Samsung will strengthen its leadership in the high-end market with flagship smartphones and improve profitability through optimizing product lineups. Moreover, the company will strive to secure business growth opportunities through new technologies such as 5G and by strengthening the services and software competencies.

For the consumer electronics business, Samsung will continue to focus on expanding premium product sales and enhancing its B2B businesses.

Semiconductors Deliver Strong Performance

The Semiconductor businesses posted KRW 9.96 trillion in operating profits on consolidated revenue of KRW 19.91 trillion for the quarter.

The Memory Business achieved strong earnings for the quarter due to strong demand from all applications amid solid supply and demand conditions. For NAND, while overall demand remained solid due to the launch of flagship smartphones and the expansion of cloud infrastructure, Samsung actively responded to demand from value-added and high density markets such as datacenter NVMe SSD. For DRAM, the expansion of cloud services and the trend for higher density drove strong demand. The company focused on maximizing profit by satisfying demand for differentiated products such as server DRAM over 64GB and low-power mobile DRAM.

Looking at the fourth quarter prospects for NAND, tight supply conditions are expected to remain for mobile and SSD applications, due to continued strong demand for high-density mobile products and expansion of datacenters, respectively. In response, the company will pursue a more profit-focused product mix. Looking further ahead to 2018, the trend toward high-performance, high-density mobile NAND is forecast to continue while server SSD adoption is expected to accelerate as big data needs rise. In response, Samsung will focus on expanding V-NAND supply while developing and ramping-up 5th generation V-NAND.

As for the fourth quarter DRAM outlook, high seasonal demand for mobile and PC is expected while datacenter expansion continues. Against this backdrop, the company will concentrate on cost competitiveness by expanding 1xnm process migration. Looking to 2018, high demand from datacenter infrastructure expansion is forecast to continue while demand for contents growth in mobile products will rise on the wide-spread adoption of dual camera, 3D sensors and on-device AI offerings. In response, the company will focus on ramping-up 10nm-class products and expanding sales of differentiated products such as HBM, high bandwidth LPDDR4X.

Turning to the System LSI Business, solid earnings were achieved through increased sales of mobile processors for mid- to low-end smartphones and image sensors for smartphones, while flagship phone launches lifted sales of OLED DDIs. Looking ahead, weak seasonality for processors and image sensors is expected to dampen growth in the fourth quarter. For 2018, the company will focus on sustaining growth of mobile processor and OLED DDI sales and increasing sales of image sensors amid greater adoption of dual camera features on smartphones. Further, Samsung will aim to expand its offerings to IoT, VR and automotive applications.

As for the Foundry Business, favorable results were achieved thanks to increased sales of 10-nano mobile products benefiting from stabilized yields and strong seasonality. Increased demand for differentiated products such as 32-nano mobile DDIs and 65-nano image sensors also contributed to earnings. Looking to the fourth quarter, although growth is likely to be limited, the company expects to diversify the 10-nano node from mobile to cryptocurrency mining applications, while diversifying the customer base for new 8-nano offerings. For 2018, Samsung will increase supply of 10-nano products and image sensors through mass production in line S3 and transformation of memory line 11 to foundry, respectively, and strengthening sub 7-nano process competitiveness by investing in EUV-related infrastructures.

Display to Improve on Flexible OLEDs

The Display Panel segment posted a KRW 8.28 trillion in consolidated revenue and KRW 0.97 trillion in operating profit for the third quarter. Revenues increased due to strong sales of flexible panels. However, total earnings declined driven by increased costs for starting-up new OLED production and decreased ASP for LCD panels.

For the OLED business, an increase in shipments of flexible displays for customers’ new flagship launches drove an increase in sales QoQ. However, QoQ earnings declined due to increased competition within rigid OLED products and startup costs of the new OLED production line.

For the LCD business, third quarter earnings declined, due to a decrease in the ASP of LCD panels. Further, capacity expansion in the LCD industry continues to impact prices.
Looking ahead to the fourth quarter, Samsung expects sales in the OLED business to grow based on increased shipments of flexible and rigid products. However, in the LCD business, Samsung continues to expect some supply-demand imbalance due to increased industry capacity as well as decreased seasonal demand. In response, Samsung will seek to ensure profitability through cost reduction and yield improvement, in addition to expanding the portion of high-end, value-add products such as ultra-large size, high resolution and quantum dot panels.

For 2018, Samsung expects OLED products to become mainstream in the smartphone industry, especially as flexible panels increase within high-end devices. The company plans to focus on achieving continuous growth through customers’ demand for flexible displays and through differentiated high-end products. In the LCD business, intensified competition among panel makers as well as capacity expansion within the industry is expected to be balanced with a growing market for premium TV panels, such as UHD and ultra-large sized. In light of these market conditions, Samsung will continue to improve profitability through reinforcing strategic partnerships with major customers, as well as expanding the value-added product lineup.

Mobile Maintains Solid Smartphone Performance
The IT & Mobile Communications Division posted KRW 27.69 trillion in consolidated revenue and KRW 3.29 trillion in operating profit for the quarter.

Samsung’s smartphone shipment increased on the back of the global roll-out of the newly launched flagship Galaxy Note 8 and solid performance of the new Galaxy J 2017. However, overall revenue and earnings decreased QoQ due to the higher sales portion of mid-to-low tier models.
Looking ahead to the fourth quarter, both smartphone and tablet demands are forecast to increase during the year-end peak season.
Although competition is expected to intensify in the premium segment, the company plans to focus on maintaining solid sales and profit QoQ through increased shipment of flagship models thereby enhancing the product mix.

As for the outlook for 2018, smartphone market growth is expected to recover; however, the difficult business environment is likely to continue due to intensifying competition and higher materials costs.
The company will strive to enhance leadership in the premium segment and to improve profitability through optimizing product lineups. Moreover, the company will aim to secure business growth opportunities through new technologies such as 5G and by strengthening services and software competencies.

Meanwhile, the Networks Business saw decreased sales and profit in Q3 QoQ due to a decline in LTE-related investment from global clients. Looking into the fourth quarter and beyond, the company expects to expand the supply of next generation 5G network solutions in the major advanced markets.

Consumer Electronics to Focus on Premium Products
The Consumer Electronics Division, including the Visual Display and Digital Appliances businesses, posted KRW 11.13 trillion in consolidated revenue and KRW 0.44 trillion in operating profit for the third quarter.

Despite lower demands from advanced markets, significant improvements in QoQ earnings for Samsung’s Visual Display Business were led by increased sales of premium QLED TVs. However, due to higher cost of LCD TV panels and weakening demand of the TV market, YoY earnings were modestly lower.

In the fourth quarter, Samsung will focus on profitability, by increasing the dominance in the premium QLED and ultra-large TV lineups, as well as reinforcing B2B growth including digital signage and Cinema LED businesses.
Looking ahead to 2018, major sports events, including the World Cup and Winter Olympics, are expected to drive demand for UHD and ultra-large screen TVs. Samsung will reinforce its market leadership in the premium market and further improve profitability by increasing the QLED and ultra-large TV lineups.

In Digital Appliances, investment costs in B2B business resulted in a decrease of YoY earnings, despite a modest increase in overall market demand and strong sales of air conditioners and washing machines in Korea.
New products like washing machines with QuickDriveTM technology and POWERstick vacuum cleaners are expected to drive revenue growth in the fourth quarter.
In 2018, Digital Appliances business looks to improve earnings by increasing shipments of premium products as well as expanding the B2B businesses and increasing online channel sales.

About Samsung Electronics Co., Ltd.
Samsung inspires the world and shapes the future with transformative ideas and technologies. The company is redefining the worlds of TVs, smartphones, wearable devices, tablets, digital appliances, network systems, and memory, system LSI, foundry and LED solutions. For the latest news, please visit the Samsung Newsroom at http://news.samsung.com.

* Notice: Details about Samsung Electronics’ capital expenditure and shareholder returns will be made available when disclosures have been filed with the nation’s financial regulator before the 3Q earnings conference call.

Samsung Electronics Announces New Leadership

Kinam Kim to head the Device Solutions (DS) Division, Hyunsuk Kim the Consumer Electronics (CE) Division, and Dongjin Koh the IT & Mobile Communications (IM) Division

Seoul, KOREA – October 31, 2017 – Samsung Electronics today announced its new leadership for the next phase of its growth. Presidents Kinam Kim, Hyunsuk (HS) Kim, and Dongjin (DJ) Koh will succeed Vice Chairman Oh-Hyun Kwon, Presidents Boo-Keun Yoon and Jong-Kyun Shin, respectively, as heads of the DS, CE, and IM Divisions. The Company will maintain the current three co-CEO management structure. All new appointments will be effective immediately.

Mr. Kwon stated, “The next generation of leaders are well suited to accelerate the pace of innovation and address the demands of the connected world. They have proven track records with extensive experience and outstanding expertise in their fields.”

•  Kinam Kim joined the Company in 1981 and is an IEEE fellow and renowned authority in semiconductors, having served as the head of Samsung Advanced Institute of Technology; CEO of Samsung Display; head of the Memory, System LSI Businesses and until now was responsible for the overall semiconductor business.
•  HS Kim is a leading expert in display products, having played a major role in the Company achieving the top position in global TV sales for the 11th consecutive year with numerous display technology breakthroughs.
•  DJ Koh has recently delivered solid results in the mobile business, having overseen the development of its flagship Galaxy smartphones with differentiated products and services, based on his vast experience as the previous head of mobile R&D.

In a joint statement, Mr. Yoon and Mr. Shin said that they have made the decision to follow Mr. Kwon’s earlier announcement to resign, making way for new leaders. “It is an honor and a privilege to have been part of the historic rise of Samsung Electronics. We are confident that our successors will keep the Company on its growth path.”

Separately, President Sang-Hoon (SH) Lee will leave his position as CFO, effective immediately. Mr. Lee has been recommended by outside Board members to be Chairman of the Board and succeed Mr. Kwon next March. This would mark the first time that the Company will separate the Chairman of the Board and the CEO roles.

“In this time of transition, I look forward to SH’s insight as CFO to help guide the Board and its new executive members,” said Byung-Ki Lee, an independent director and Chairman of the Governance Committee of the Board. “In addition to overseeing the Company’s finances, SH was also in charge of running its global operations and these experiences will be a tremendous asset to the Board.”

At the next AGM in March 2018, the three new Division heads as well as Mr. Lee will join the Board of Directors. Messrs. Kwon, Yoon and Shin will remain as members of the Board until then.

Un ricco programma di attività, supportato dall’ecosistema di dispositivi mobile e wearable per il fitness di Samsung, sarà a disposizione dei cittadini della Romagna e dei turisti che affolleranno le spiagge riminesi durante la stagione estiva

Samsung Smart Fitness è un progetto innovativo, partito lo scorso dicembre a Milano e proseguito poi a Firenze e Roma nei primi mesi del 2017, che valorizza l’importanza dello sport quale attività personale e sociale, e diffonde una cultura del benessere e della cura della persona attraverso la migliore tecnologia dell’ecosistema Samsung Mobile. Fino a fine agosto, in un’area dedicata appositamente all’altezza del n. 21 del Lungomare Augusto Murri (di fronte ai Bagni 41), i cittadini riminesi e tutti i turisti del litorale romagnolo avranno a loro disposizione gli accessori di allenamento di MyEquilibria, un albero concettuale dal design sofisticato integrato nel contesto paesaggistico che, assieme ai dispositivi indossabili di Samsung, abilita nuove opportunità, incentivando le persone a viverlo come risorsa per praticare sport all’aria aperta.

Inoltre, Samsung mette a disposizione di tutti gli sportivi della zona un ricco calendario di sessioni di allenamento libere e gratuite tenute dai trainer professionisti, consultabili e gestibili attraverso l’applicazione Samsung Members (già disponibile in download gratuito per il proprio device Samsung). L’app permette agli utenti di registrarsi e prenotare la lezione con un Samsung Gear S3, e tracciare la performance del proprio allenamento. Le lezioni saranno disponibili ogni martedì e giovedì dalle 19 alle 20, fino alla fine di agosto.

E’ anche possibile allenarsi in autonomia, sfruttando le potenzialità di tutti gli accessori della struttura MyEquilibria grazie ad un totem interattivo collegato all’app Samsung Members che propone diversi video tutorial. Per agevolare la fruizione dei video, la piattaforma è dotata di connessione WiFi gratuita.

“Il tour di Samsung Smart Fitness è stato un vero e proprio successo in termini di partecipazione da parte di tutti gli italiani amanti dello sport all’area aperta, ed è un progetto nel quale la nostra azienda ha creduto fortemente fin dall’inizio per il suo assoluto valore per le comunità locali. Oggi siamo davvero orgogliosi di dare il via alla fase finale dell’iniziativa nella città di Rimini, dove consentiremo a tutti i riminensi e non di vivere al meglio la passione per lo sport e il benessere in outdoor, in connessione con la nostra tecnologia indossabile al servizio dei cittadini” afferma Manuele De Mattia, corporate communication manager di Samsung Electronics Italia

Samsung Electronics
Samsung ispira il mondo e delinea il futuro attraverso idee e tecnologie rivoluzionarie, trasformando il mondo dei TV, smartphone, tecnologie indossabili, tablet, elettrodomestici, sistemi di rete e memorie, sistemi LSI e soluzioni LED. Per essere aggiornati sulle ultime novità, è possibile visitare la sezione Samsung Newsroom su www.samsung.com.