Samsung Has Unbeatable Supply Chain Management, It Is Incredibly Good in Everything Which Is Consumer Hardware, But Vulnerability Remains in Software and M&a Experiencing The Cloud

12/11/2017 Samsung has unbeatable supply chain management, it is incredibly good in everything which is consumer hardware, but vulnerability
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FUELED BY THE MOBILE INTERNET WHICH WAS BY 3.5G/3.9G, SOC & REFLECTIVITY
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HOME CONSUMER COMPUTING SAMSUNG HAS UNBEATABLE SUPPLY CHAIN MANAGEMENT, IT IS INCREDIBLY GOOD IN EVERYTHING WHICH IS CONSUMER HARDWARE, BUT VULNERABILITY
REMAINS IN SOFTWARE AND M&A
Samsung has unbeatable supply chain

management, it is incredibly good in
everything which is consumer hardware,
but vulnerability remains in software
and M&A
Search search Crisis Message of Aug 29, 2015 from
Hunbiased: Immigration which I very much
RECENT POSTS felt to share here before anything else of my
own: Immigration is *the* topic in the news in
Huaweis All Cloud Networks with
a Cloud-based Wireless Network Hungary. Its what all newscasts lead with and
(CloudAir) supporting new radio its the issue that dominates the front pages.
access technologies in a new How bad is the situation? I take a look at some
architecture (CloudRAN), and basic figures to see whether or not the current
network slicing in particular, for
EU policies regarding immigration are fair and
upcoming 5G, Future Internet,
answer the question, if Hungary is expected to
and In-Network Computing
MediaTeks Narrow-Band absorb 140,000 people without batting an
IoT effort eyelid, how many people should Germany and
Chrome is pushing for mobile the UK take?
productivity and cloud adoption
with the next generation
convertibles: main targets are Samsung has unbeatable supply chain management, it is incredibly good in
SMBs, as well as education and
everything which is consumer hardware, but vulnerability remains in
retail solutions
software and M&A
PREREQUISITES (JUNE 2015):
This is what people with software engineering background cannot understand at all and therefore significantly
overestimate Microsofts chances to succeed in the consumer device space.
Welcome to technologies trend
tracking for 20152019 !!! v0.7 Previously I discussed on the Experiencing the Cloud:
5G: 20152019 5G Technologies
for the New Era of Wireless Internet 20 years of Samsung New Management as manifested by the latest, June 20th GALAXY & ATIV innovations
of the 2020s and 2030s [July 2-26, 2013]
Networked SocietyWTF ??? v0.5 Samsung Exynos 5 Octa with Heterogeneous Multi-Processing and GPU Compute is the hidden gem in the
Microsoft Cloud state-of-the-art v0.7 Galaxy Note 3 and GALAXY Note 10.1, 2014 Edition, launched at Samsung UNPACKED 2013 Episode 2
Service/telco for Networked Society
event [Sept 12, 2013]
Cloud for Networked Society
The new Air Command S Pen User Experience making the Samsung Galaxy Note 3 phablet, and Galaxy Note
Chrome for Networked Society
Windows for Networked Society 10.1, 2014 Edition tablet next-generation devices [Sept 12, 2013]
Companion Device Computing as envisaged and implemented by Pranav Mistry and his TTT team from
Samsung: the case of Galaxy Gear + Galaxy Note 3 [Sept 12, 2013]
OPPORTUNITY FOR MICROSOFT AND
ITS PARTNERS IN FY17:
which clearly indicated quite a number of exceptional corporate qualities of Samsung.
Now I will have a discussion heavily focussed on Samsungs extraordinary strengths (from SCM to the Samsung
Memory business), as well as on the companys most pressing weaknesses (software and M&A) based on
Samsung Analyst Day 2013, Nov 6, 2013, reflecting the below presentations and their reports in the worldwide media:
https://lazure2.wordpress.com/2013/11/11/samsung-has-unbeatable-supply-chain-management-it-is-incredibly-good-in-everything-which-is-consumer 1/16
12/11/2017 Samsung has unbeatable supply chain management, it is incredibly good in everything which is consumer hardware, but vulnerability remains i
AS PROGRESSED SINCE FY15:
See as well: As It Happened: Samsungs Analyst Day [live blog on The Wall Street Journal Asia, Nov 6, 2013] and an
analytic reflection of that Across Fonblets and Phablets Samsung Has 63% Share of all Android Mobile Devices
[Localystics, Nov 7, 2013].
Accordingly this post contains the following sections:
1. Samsung Supply Chain Management (SCM) information

1. Historic Samsung SCM information
2. Market/Business-specific current and strategic information
1. Smartphones
2. Phablets (Fonblets per Samsung)
3. Tablets
4. Wearable devices
5. New [mobile/device] Market: The Next Big Thing
6. Samsung System LSI
7. Samsung Display
8. Samsung Memory Business
9. Software
10. Mergers and Acquisitions (M&As)
1. Samsung Supply Chain Management (SCM) information

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2010 THE 1ST GRAND YEAR OF:
3.5G...3.9G level mobile Internet

system-on-a-chip (SoC) and
reflective display technologies
Supply Chain Management (SCM) [Samsung SDS, Aug 27, 2013]
Supply Chain Management (SCM) is a comprehensive and innovative activity, including

process, system, and governance, which optimizes marketing, sales, development,
manufacturing, purchasing, logistics, and service over the entire supply chain. We support the
successful SCM innovation of your business by offering globally competitive services such
as SCM diagnosis, Process Innovation (PI), integration establishment, Cello [Supply Chain
Logistics SCL] solution.
Demand Satisfaction
Increase in demand forecast accuracy and supply ability index
Increased Market Response Ability

Improved adherence to deadlines and shortened lead time in setting up plans
Global SCM Establishment and Integration

Setting up and carrying out Global Single Plan in the Governance system
WHY VIEWED MOST (TILL FEB 1):
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Samsung has unbeatable supply

chain management, it is
incredibly good in everything
which is consumer hardware, but
vulnerability remains in software
and M&A
Plane to Line Switching (PLS)
screen technology (Samsung)
Wearables Trend and Supply
Chain, Samsung Gear Fit as the
state-of-the-art wristband
wearable, i.e. the hybrid of a
smartwatch and a fitness band,
as a demonstration
Wind River: Intel's core
technology provider for IoT
Welcome to technologies trend
tracking for 20152019 !
2014: Jack Ma (Alibaba) going
against Jeff Bezos (Amazon) et
al.
About
The future of the semiconductor
We are Samsung SDS! [SamsungSDSA (Samsung SDS America) YouTube channel, June 24, 2013]
IP ecosystem
The Cortex-A53 as the Cortex-A7
replacement core is succeeding
as a sweet-spot IP for various 64-
bit high-volume market SoCs to
be delivered from H2 CY14 on
Sharp: IGZO is coming
3G 4G 28nm Acer Amazon AMD
Android Apple ARM

Asus Asustek China
From Samsung SDS leads in shared growth [The Korea Times, Oct 30, 2013]
China Mobile China Unicom
In July this year, it realigned structures into the following six smart town, smart
cloud client cloud manufacturing, smart convergence, smart security, smart logistics and smart ICT
outsourcing for customized approaches to existing and future clients, according to the
computing Computers statement.
and Internet Coolpad Service Overview [Samsung SDS, March 29, 2013] (see also: Overview Vision History Global Network >>
Dell e-reading Gartner Google Samsung Data System, established in May 1985)
HP HSPA+ HTC HTML5
Huawei IDC India Intel

iOS IOT iPad iPhone JavaScript
Lenovo LTE Lumia Marvell
MediaTek MeeGo
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smartphones Snapdragon
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Experience UX Windows
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Embedded / Handheld]
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August 2015
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April 2015
March 2015
January 2015
December 2014
November 2014
October 2014 1/A Historic Samsung SCM information:
September 2014
July 2014
June 2014 Supply chain management six sigma at Samsung: a management innovation methodology at the Samsung
May 2014 Group [July 24, 2007, a shortened PDF version of the article which originally appeared in Supply Chain
April 2014
Management: An International Journal, Volume 12, Number 2, 2007]
March 2014
February 2014
The Samsung Group of companies is recognized as a leading global manufacturing, financial,
January 2014
and services conglomerate. It was founded in 1938 and focused its businesses on areas such
December 2013
November 2013
as textiles, shipbuilding, machinery, and chemicals. Since the 1980s, the group has made
October 2013 enormous efforts and investment in the electronics and semiconductor industry. As a result,
September 2013 the Samsung Group has experienced a dramatic growth in net profits since the 1990s. The
August 2013 flagship unit, Samsung Electronics Company (SEC), was one of only two manufacturing
July 2013 companies worldwide to post profits of more than $10bn in 2004 (Toyota Motors being the
June 2013 other). Many regard these successes as reflecting a continuous and relentless effort at
May 2013 Samsung to improve the way it conducts business. For the last few years, SCM and six sigma
April 2013
have been two pillars of business innovation at Samsung.
March 2013
February 2013 The Samsung Group of companies has large, complex, global supply chains in most of the
January 2013
products it manufactures and makes extensive use of SCM solutions and process innovations
December 2012
to support and improve its operations. Most notably, at SEC, advanced planning and
November 2012
scheduling (APS) systems have been adopted since the 1990s and have brought the
October 2012
September 2012 company many successes in terms of operational excellence. Recently, Samsung Electronics
August 2012 was ranked seventh in a respected analysts ranking of the global top 25 companies in supply
July 2012 chain excellence.
June 2012
May 2012 Six sigma has been a key enabler for the groups success. The Chairman of the Group
April 2012 proclaimed the adoption of a business innovation approach called new management in
March 2012 1993. New management is the pursuit of quality-oriented management in business
February 2012 operations as well as in manufacturing. Along with the quality movement in industry, new
January 2012 management evolved from initial product quality assurance but later shifted its focus to include
December 2011 the quality of the entire business process, which is the rationale behind six sigma. The
November 2011
outcomes were high-quality, innovative product developments, and consequently an increase
October 2011
in customer satisfaction and profits, and are well demonstrated by many of the worlds best
September 2011
August 2011
technological resources.
July 2011
June 2011 Samsungs SCM Business Team (SBT) researched six sigma approaches at General Electric
May 2011 (GE), DuPont and Honeywell to get perspectives on how other companies have innovatively
April 2011 applied six sigma to similar needs: Each of the above approaches was analyzed and the
March 2011 following conclusions drawn, which fed into the subsequent development of the Samsung
February 2011 SCM six sigma methodology:
January 2011

December 2010
Future direction
November 2010
Today, there are various approaches and systems available for process innovation. Six sigma
October 2010
September 2010 and supply chain management (SCM) are among those techniques aiming for process and
August 2010 quality improvement, and synchronization of a companys value chain, from inbound logistics
July 2010 to sales and customer services.
June 2010
At Samsung, SCM and six sigma have been two important enablers for the groups
management innovation and growth. However, Samsung realize that there is significant room
CATEGORIES
for improvement in its SCM operation. Thus, the effort has been synthesizing SCM and six
"smart" feature phones (26) sigma and developing a unique six-sigma based methodology to improve its SCM operation.
Cloud client SW platforms (150)
Cloud Computing strategy (136) Samsungs effort and investment has turned out to be fruitful. Their SCM six sigma program
Cloud SW engineering (43) has produced highly qualified and talented SCM specialists, who are currently training the
consumer computing (138) methodology to other members in their organizations and leading SCM projects. SCM projects
consumer devices (144) are being prepared and conducted in a more disciplined way and their outcomes are
corporate governance (1) continuously monitored and shared through Samsungs repository for six sigma. Samsungs
design (23)
endeavour for global optimum is continuing and SCM six sigma is expected to play an
e-commerce (11)
enabling role.
E-readers (11)
embedded computing (11) Business Management Quality Innovation with Market-Based Global SCM System Implementation [Microsoft
Enterprise computing (48)
Case Study, March 17, 2009]
Geopolitics (141)
Geopolitics, Mobile Internet,
Samsung Electronics, a leading Korean company as well as a symbol of the IT industry,
smartphones, SoC (1)
carried out an innovative project to strengthen its global Supply Chain Management (SCM)
glocalisation (3)
HTML5 et al (19)
execution ability, gaining the industrys interest. Samsung Electronics placed its emphasis on
intelligent systems (24) the business management scenario of predicting and preparing for future environmental
IOT (2) changes and competitiveness, which is one of the survival strategies of an industry with an
Microsoft survival (72) unpredictable future. The company is aggressively establishing the foundation for enhancing
Mobile Internet (46) business management speed and efficiency-oriented business management innovations
mobile payment (1) since early this year. In accordance with this type of scenario, Microsofts Business
notebooks (34) Intelligence (BI) Platform provided life to Samsung Electronics SCM system. Samsung
Pre-Commerce (4)
Electronics decided to implement an action-oriented BI solution that enables on-demand
Printing (2)
Reflectivity/Sunlight readability changes of business management plans and reflects these
(22) adjustments. As such, it decided to deploy SQL Server 2008,
SaaS (33)
which can satisfy all three major requirements of BI solution,
servers (18)
including performance and reliability, cube write-back and
smartphones (191)
user convenience, and the company is thoroughly
SoC (107)
SoC 2.0 (2) experiencing the benefits of this IT innovation. In the face of
social media (3) enterprise-wide application, it has completed application in only
State-owned economy (4) its video display business division, so it is still too early to
system languages (1) mention any fixed quantity of benefits. However, with this
tablets (150) system implementation, Samsung Electronics expects to
Time to market (1) increase its forecast accuracy for product demands by
TVs (10) more than 20%.
Uncategorized (50)
wearables (6)
META
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2. Market/Business-specific current and strategic information

2/A Smartphones:
Samsungs Investment Plan Falls Short for Some [The New York Times, Nov 6, 2013]
Samsung executives said the biggest growth in

smartphones would come in developing countries,
where smartphone penetration remains lower.
Worldwide, the company said, there are still three
billion more basic feature phones in use.
We believe there is substantial room for smartphone
demand to grow, said J.K. Shin, head of Samsungs
mobile division.
Mr. Shin said the company also intended to increase its market share in tablet computers,
where it still trails Apple. Other executives painted a bullish picture even on televisions and
home appliances, areas in which sales have been growing slowly or shrinking in recent years.
Samsung sells over 100 million Galaxy and Note devices in 2013, lines up ultra-premium devices for 2014 [BGR
India, Nov 6, 2013]
At a rare analyst day event held in Seoul today,

Samsungs JK Shin announced that the company
had sold more than 100 million Galaxy
smartphones and Note phablets this year alone.
While the industry is expecting the high-end
smartphone segment to slow down, Samsung is
anticipating that the premium smartphone
segment will outgrow market forecasts and is also
gearing up for ultra premium smartphones. The
company is rumored to launch a Galaxy F range of
ultra-premium smartphones next year. Overall, Shin believes that Samsungs smartphone
division still has room to grow with upcoming LTE deployments and the companys innovations
around bendable displays and companion devices.
In a rarity, Samsung hosts analysts [Korea Joongang Daily, Nov 7, 2013]
Samsungs stock price plunged 15 percent in June after JPMorgan Chase and Morgan
Stanley cut their profit outlooks, citing weaker-than-expected demand for its flagship
smartphone, the Galaxy S4. However, the company is rebounding, having sold more than 40
million Galaxy S4s as of last month, according to executives. It sold about 120 million
handsets in the third quarter, researcher Strategy Analytics said on Oct. 29.
People say the growth of the premium

smartphone market will slow, but we dont think
so, said Shin. There are lots of opportunities for
growth in various areas. Shin said the market for
Long-Term Evolution (LTE) smartphones, the
fastest broadband devices, will grow 30 percent on
average through 2017. About 680 million
smartphones will be shipped in 2017, half of them
LTE enabled, he said. [correctly from ZDNet: The
expansion of new LTE services, including LTE
Advanced, will be the key growth driver, said Jong-Kyun Shin, president and CEO of
Samsung IT & Mobile Communication at an analyst event in Seoul on Wednesday. Until
2017, we expect an annual average growth of near 30 percent in the LTE smartphone market,
reaching 680 million units. Shin said that come 2017, half [45%] of all phones sold will be LTE
phones.]
Samsungs 2014 phones will feature 560 PPI displays 880 PPI in 2015, foldable in 2016 [ExtremeTech, Nov 6,
2013]
The craziest announcement was that 5.2-inch 560

PPI AMOLED smartphone displays are due in
2014, with 38402160 displays following in 2015.
Assuming a screen size of around five inches,
38402160 (UHD, 4K) works out to be around 880
pixels per inch. By virtue of being based on OLED
tech rather than LCD, Samsung says that the next
few years will see lots of flexible displays being
used in curved and bent devices, with foldable
devices arriving around 2016. (Read: 8K UHDTV:
How do you send a 48Gbps TV signal over
terrestrial airwaves?)
Is it really beneficial to keep pushing pixel densities as quickly as Moores law allows? The
higher the pixel count, the more energy a display consumes. Considering our eyes have a
tough time seeing the difference between 200 and 300 PPI, let alone 441 (current 5-inch
smartphones) and next years 560 PPI, it seems a little counterintuitive to intentionally reduce
battery life for negligible gain. Yes, Samsung and its users get to wave their huge PPIs in the
face of the Apple opposition but is that really what the smartphone market has come to?
Samsung tempers expectations for a 64-bit Android answer to Apples A7 [Apple Insider, Nov 7, 2013]
JK Shin, Samsungs president and chief executive

of IT & Mobile (the business segment of Samsung
Electronics that compares closely with Apple),
outlined his outlook for the smartphone and tablet
markets, promising that the company would play
a key role in the premium smartphone market. He
stated that from Samsungs perspective, the
premium market will continue to outgrow market
forecasts, an apparent reversal of the companys
warnings from the beginning of the year about
increasing competition in the plateauing market for premium Android smartphones.
That also seems to contradict Samsungs sales results throughout the year. The company just
stated that in its September quarter, premium smartphone sales stayed about the same
rather than keeping pace with Apples growth, which comes entirely from premium
smartphones.
Samsung says 100 million Galaxy S and Note phones will ship this year, coins terrible word fonblet [Tech in
Asia, Nov 6, 2013]
JK Shin added that the global smartphone penetration rate is only at 21 percent so far,
meaning theres plenty of room for growth. Worldwide, about one billion smartphones will ship
this year, with data from Strategy Analytics suggesting thatll grow to 1.5 billion by 2015.
2/B Phablets (Fonblets per Samsung):
SAMSUNG ANALYST DAY 2013 [Strategy Analytics blog, Nov 7, 2013]
By introducing its Galaxy Note product, Samsung

highlighted its status as the creator ofFonblet
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.
2/C Tablets:
Samsung aims to topple Apple as No. 1 in tablets [Associated Press, Nov 6, 2013]
A top executive, Shin Jong-kyun, told analysts on

Wednesday that Samsungs tablet business is
growing rapidly and the company will become the
biggest maker of tablet computers. He didnt give
a timeframe. Shin said Samsungs tablet sales will
exceed 40 million units this year, more than
double sales in 2012. Samsung tablet shipments
started to grow remarkably since the second half
of last year, he said.
Research group IDC estimates that Samsung sold 16.6 million tablets in 2012, lagging far
behind Apple Inc. which sold 65.7 million iPads.
But Samsung is on the rise, capturing 20 percent
market share in the July-September quarter while
Apple, which led the commercialization of tablet
computing, fell to 30 percent. Apple previously had
more than half of the global tablet market but its
dominance has eroded as Samsung boosted sales
with cheaper Galaxy Tab computers that offer
many different screen sizes.
Source: http://www.idc.com/getdoc.jsp?containerId=prUS24420613
according to which the Q313 Samsung tablet sales is 9.7 million, i.e. with H113 17.6 million the Q1-Q313
Samsung tablet sales are already 27.3 million units.
2/D Wearable devices:
Look out, Google Glass: Samsung eyeing wearable technology [CNET News, Nov 6, 2013]
Speaking at the companys Analyst Day, Samsung

Vice Chairman and CEO Kwon Oh-hyun said
Wednesday that his company has been dedicating
significant resources to several technologies,
including wearables, according to the Wall Street
Journal, which was in attendance at the event.
The slide to accompany his comment showed the
Galaxy Gear smartwatch and also eyeglasses that
might compete with Google Glass.
Rumors have been swirling that Samsung is at work on smart eyewear. Last month, a patent
filing surfaced in Korea for Samsung eyewear. That application indicated that the device would
be connected directly to a smartphone and feature built-in earphones.
Samsung has not announced any plans to launch a Google Glass competitor, but Kwons
comments seem to indicate such a device is coming.
Samsung Teases a Wearable Tech Game Changer [The Motley Fool, Nov 6, 2013]
Samsung surprised attendees at its analyst day by announcing it will be bringing fully foldable
screens to the market sometime in 2015 and even teased the product with a chintzy promo
video. Although the videos focus was on phone and tablet combinations, the real opportunity
here is in wearable techApple and Google should be on notice. Samsung could have a
game changer with its foldable screen.
As the market for smartphones and tablets continues to become more contested, tech
companies are increasingly looking at new growth opportunities. They may have found it in
wearable tech: According to Juniper Research, worldwide spending on wearable tech will hit
$1.4 billion this year and increase to $19 billion by
2018. Of these companies, Samsung has the most
recent commercial product launch of these new
generation of wearable tech products with its
Galaxy Gear smart watch. So far, the product has
witnessed tepid demand and modest reviews
mostly due to the fact it must be tethered to other
Galaxy products for full functionality.
2/E New [mobile/device] Market: The Next Big Thing
As It Happened: Samsungs Analyst Day [live blog on The

Wall Street Journal Asia, Nov 6, 2013]
Interesting to note here that, in tandem with talk of

shareholder-friendly dividend increases, Samsung
is also talking up growth, growth, growth. Mr. Shin
just ticked off wearable devices, flexible devices,
big data, the Internet of things [, and
convergence] and much more as growth
opportunities for the mobile division. Therefore,
we expect another huge growth in the mobile
market in the near future, Mr. Shin says.

Mr. Shin touches on big data, saying that the
company will encorporate big data technology in providing software features for its devices.
He says the company aims for a fully integrated user experience across all Samsung
devices.
2/F Samsung System LSI:
Making its own 64-bit core for ARM as a follow up to the widely available 64-bit core from ARM made available
ASAP
Samsung tempers expectations for a 64-bit Android answer to Apples A7 [Apple Insider, Nov 7, 2013]
Alluding to Apples custom 64-bit A7 Application

Processor (which Samsung is manufacturing), [Dr.
Namsung Stephen] Woo[, president of Samsungs
System LSI] said many people were thinking why
do we need 64-bit for mobile devices? People
were asking that question until three months ago,
and now I think nobody is asking that question.
Now people are asking when can we have that?
And will software run correctly on time?'
Woo told his audience, let me just tell you, we are we have planned for it, we are marching
on schedule. We will offer the first 64-bit AP based on ARMs own core [reference design].
For the second product after that we will offer even more optimized 64-bit based on our own
optimization. So we are marching ahead with the 64-bit offering, and even though its a little
too early, I think we are at the leader group in terms of 64-bit offerings. Woo offered no
comment on how Samsung planned to support existing software on its planned 64-bit
offerings, nor even whether such a chip would get custom Android support or use Samsungs
own Tizen or some other operating system.
2/G Samsung Display:
AMOLED panels having a pixel per inch rating of 560 in 2014
4K displays for smartphones in 2015
Samsung to Roll Out AMOLED Display Tablets in 2014
[Softpedia, Nov 6, 2013]
According to ZDNet Korea, it looks like Samsung is going to

focus on a particular type of tablets, AMOLED ones. So far,
the tech giant has released only a handful of AMOLED
display devices, so it will be pretty interesting to see what
else gets produced.
Samsung Shows Investors Foldable Mobile Prototypes [The Wall Street Journal, Nov 7, 2013]
A patent of a foldable mobile device filed with authorities in South Korea last month gave
some clues as to the future of Samsung mobile devices.
But at an analyst day on Wednesday, some investors saw prototypes of a range of foldable
mobile devices that Samsung is testing, giving more details on what they would actually do
and look like. Reporters were banned from the conference and were not given access to see
the prototypes, while the attendees were not permitted to take any photos inside the venue.
The first one they showed us was the size of a [Galaxy] S3 smartphone which can be folded
in half from top to bottom. So like a compact powder used by women, said Jae H. Lee, an
analyst with Daiwa Securities who attended the event.
There was also one in the size of a lengthy wallet which can be unfolded on both sides into
the size of a tablet computer, Mr. Lee said, adding that both devices looked pretty good.
Other analysts also seemed to be impressed.
Such devices would further expand Samsungs competitive advantage in premium

smartphones, Sundeep Bajikar, an analyst with Jefferies LLC who flew in to attend the event,
wrote in a research note.
A spokesman for Samsung Display Co., which makes screens for Galaxy smartphones, said
that designs displayed yesterday were concept versions, that do not have all the
components needed to make a working smartphone.
The products are likely years away from commercialization; Samsung Chief Executive Kwon
Oh-hyun, said that foldable displays would be presented in 2015.
2/H Samsung Memory Business:
Samsung vows to widen gap with chipmaking rivals [The Korea Herald, Mov 7, 2013]
Samsung Electronics, the worlds largest memory chipmaker, vowed to take a solid lead in the
global memory market with its advanced vertical NAND flash memory technology, based on
plans to unveil 36-layer V-NAND flash memory chips next year.
Samsung will definitely, if we can, enjoy an 80 percent market share, said Robert Myung Yi,
senior vice president of Samsung Electronics investor relations team, on Wednesday at
Samsung Analyst Day 2013, where the company laid out its mid- and long-term strategies to
investors and analysts.
A top executive from Samsung told The Korea Herald that 3-D NAND flash memory stacking
36 layers of memory cells will be mass produced by the latter half of next year.
Samsung is currently the sole producer of V-NAND flash memory chips with 24 layers of cells.
This level of stacking is deemed sufficient to make the product profitable, according to
Samsung.
In terms of V-NAND market share, Yi said the firm would not just pursue higher market share,
but also make efforts to secure a high profit margin as well as balance supply between the
planar NAND flash memory and V-NAND flash memory. V-NAND chips 3-D structure gives
them a higher density and capacity than their 2-D rivals.
https://lazure2.wordpress.com/2013/11/11/samsung-has-unbeatable-supply-chain-management-it-is-incredibly-good-in-everything-which-is-consume 10/16
The Korean electronics giant expects the 3-D NAND market to grow 105 percent every year
until 2017, and its market size to exceed that for planar NAND flash chips next year.
Stacking memory cells is a core technological issue for chipmakers, including Samsungs local
rival SK Hynix and U.S. chipmaker Micron Technology.
Despite their technology for the V-NAND, other chipmakers have yet to start mass producing
3-D memory chips due in part to underachievement in cell stacking.
SK Hynix CEO Park Sung-wook said in October that his firm, the worlds second-largest
memory chipmaker, would be able to stack as many as 24 layers next year, adding, We can
do as well as Samsung.
In an earnings conference call later in the month, the firm announced that it would be able to
start producing 3-D NAND flash memory either in the second half of next year or in 2015.
Global competitors have also announced they would jump into the race for V-NAND
production.
Micron CEO Mark Durcan told tech news outlet CNET in August that his company would start
providing samples of 3-D NAND to customers in the first quarter of 2014.
Producers are competing to scale down planar NAND flash memory, still the top product in the
chip market.
After the technology proceeded to the 10 nanometer-class chip and beyond, the chipmakers
faced more cell-to-cell interference, which risks the reliability of NAND flash memories.
The 3-D NAND could be used for a wide range of equipment and devices including enterprise
servers and solid-state drives.
Samsung launched a V-NAND-based enterprise solid-state drive in August.
2/I Software:
Samsung admits its software needs improving, commits half of R&D workforce [The Verge, Nov 6, 2013]
Samsung today admitted it needs to work on software, an area its not as good at as
hardware. Samsung vice chairman & CEO Kwon Oh-hyun compares the companys software
efforts to the World Series-winning Boston Red Soxs pitching performance. Kwon notes the
Red Sox led the pack in batting this year, but were only an average pitching team. His
conclusion? Even though were doing the software business, were not as good as we are in
hardware. The Red Sox still won the World Series, though, with the implication being that
Samsung is winning at technology right now.
Its true that software imperfections have yet to hamper Samsungs march to global
dominance. 2013 has seen the Korean company post consecutive profit records and improve
its marketshare in key areas, including strengthening its grip on the number-one spot in the
smartphone market. That said, Samsung isnt taking any chances; Kwon says that half of his
Research and Development (R&D) workforce is focused on software, and the efforts to
improve software are likely to grow moving forward. Given the company is currently spending
over $3 billion per quarter on R&D, that represents a colossal investment in software.
Company president Lee Sang-hoon reaffirms Samsungs focus on getting software right.
Industry-wide tech development is shifting from hardware to software. Lee says the
companys recent efforts to acquire fresh talent
from startups including the establishment of
overseas R&D centers are an effort to
address region-specific needs.
Samsung admits its software needs work [The Guardian,

Nov 7, 2013]
Samsung Electronics says that around 40,000 of its 326,000 employees worldwide are
software developers roughly half of them based in South Korea.
Samsung customises the user experience on its Android-based phones and tablets like the
Galaxy Note 3 with software called TouchWiz, which is often heavily criticised for being
cluttered, confusing and detracting from the standard Android experience.
Additional features in its handsets such as air gesture (to move pages without touching the
screen), air view (to enlarge previews without touching the screen) and smart scroll (to
scroll through pages using eye movement) have been dismissed as gimmicks by some
reviewers, who dont see them bringing any value to users.
Industry-wide tech development is shifting from hardware to software, said Lee Sang-hoon,
Samsungs president and chief financial officer.
In response Samsung will aim to reinforce our competitiveness in software platform, design
and IT through hiring more software experts, and through the use of overseas research and
development centres to address region-specific needs, Lee said.
Samsung Plays Catch-Up on Software [The Wall Street Journal, Oct 7, 2013]
South Korean Giant Weighs Software Deals to Better Compete With Apple, Google
Samsung Electronics Co. 005930.SE -1.88% is stepping up its hunt for acquisitions and
building out its presence in Silicon Valley to try and overcome its key weakness: software.
The South Korea-based company became the worlds largest maker of smartphones by
manufacturing attractive devices that hit the market quickly and cheaply.
But to thrive in a mobile-device market increasingly dominated by software specialists

likeApple Inc., AAPL +1.57% Google Inc. GOOG +0.80% and Microsoft Corp. MSFT +0.75%,
which acquired Nokia Corp.s NOK1V.HE -1.22% phone business last month, Samsung is
aiming to become a software power in its own right.
Earlier this year, Samsung was among the bidders for Israeli mobile-mapping service Waze
Ltd., according to people familiar with the matter. Google eventually bought Waze for about
$1.1 billion in July, a deal that is under review by the Federal Trade Commission. According to
one person, Samsung had approached Waze in hopes of making a large investment and
forming a partnership, before acquisition talks kicked off.
Samsung has plenty of other Silicon

Valley software startups in its sights,
particularly in games, mobile search,
social media and mapping-related
services, according to employees and
an internal document reviewed by the
Journal.
The document, a mergers and acquisitions
presentation prepared in February by
Samsungs Media Solution Center, the arm
that works on software initiatives, lays out
the companys rationale for bulking up in
each category and lists potential acquisition
and investment targets.
According to the document, Samsung has evaluated startups such as Unity Technologies, a
San Francisco-based developer of gaming platforms, and Green Throttle Games Inc., a Santa
Clara, Calif.-based company that makes game controllers and software that connects mobile
devices to televisions. It has also considered gaming pioneer Atari Inc., which Samsung could
have used to offer classic games like Asteroids and Pong exclusively on its mobile phones.
Atari auctioned off some of its properties this year as part of a bankruptcy filing after rejecting
preliminary bids from several companies for its portfolio of games.
Samsung has also looked closely at Glympse, a Seattle-based company that allows users to
share their location with their friendsa service that Samsung says could be integrated into
their phones native calendar and contacts functions, differentiating it from competitors.
Samsung first reached out to Glympse in early 2012, and has raised the prospect of an equity
investment, though discussions remain ongoing, according to a person familiar with the
matter. Last month, Glympse unveiled an app for Samsungs Galaxy Gear smartwatch.
Elsewhere in the document, Samsung named Tel Aviv-based mobile search engine
Everything.me as a possible target. It has also looked at video-chat app Rounds, another
Israeli startup, that would help Samsung compete with Apples FaceTime and Googles
Hangouts.
Samsung declined to comment on its acquisition plansbut it has made no secret of what it
calls its embracing the culture of Silicon Valley.
In recent months, the Suwon, South Korea-based company has broken ground on a major
research facility near Apples offices and launched a software startup accelerator with
locations in Palo Alto, Calif., and Manhattans Chelsea neighborhood. It will make early-stage
investments in startups, especially developers of software for Samsung devices.
Samsung, which has $1.1 billion set aside for early-stage startup and venture capital
investments in the U.S., is also poaching software engineers from its U.S. rivals and, at a hotel
in San Francisco later this month, will host its first ever developers conference, an important
step toward creating an ecosystem of applications unique to its devices.
The kind of things that happen in the Valley are really exciting to Samsung, said David Eun,
the head of Samsungs Open Innovation Center, which operates the software-startup
accelerator.
The aggressive move into its rivals backyard is unusual for Samsung, a company that has
historically kept its operations heavily centralized and shied away from outside deals. The
emphasis on self-reliance runs so deep that Samsung manufactures some 90% of its products
within its own factories.
Privately, company executives portray the recent shift not as a repudiation of its long-term
strategy, but rather as a complement to its own research and development efforts, which
remain substantial.
The company spent $10.8 billion on R&D last year, with 67,000 employees devoted to helping
Samsung maintain its edge in the global television, semiconductor and home-appliance
markets.
So far, though, its attempts at developing a proprietary-software hit for its mobile phones
which account for two-thirds of Samsungs operating profitshave fallen flat.
Among Samsungs recent efforts are an abandoned mobile operating system, a mobile chat
service that has struggled to gain traction and coolly received technologies that anticipate
hand gestures and eye movements.
In November 2009, Samsung launched Bada, an open-source mobile operating system that it
hoped could challenge Googles Android platform. But Badas unfriendly user interface and
poor syncing with other devices proved unpopular with consumers.
Earlier this year, Samsung pulled the plug on Bada, rolling those efforts into a new operating
system known as Tizen. There too, Silicon Valley plays a key role: Samsung is codeveloping
Tizen with Intel Corp. The company has yet to release a Tizen-powered smartphone.
If Samsungs new operating system catches on, it could relieve the companys reliance on
Android, which powers the vast majority of Samsungs mobile devices, including its new
smartwatch.
Breaking through with a proprietary must-have software application could also bolster
Samsungs position at a time when the company is vulnerable to competition from Chinese
hardware makers, including Lenovo Group Ltd., Huawei Technologies Co. and Xiaomi Inc. In
the most recent quarter, Samsungs mobile business saw its operating profit margin fall to
17.7%, from 19.8% in the previous quarter amid pricing pressure from rivals and increased
spending on advertising.
Meanwhile, Googles tie-up with Motorola Mobility in 2011, and Microsofts move to acquire
Nokias mobile-phone business last month, mean that Samsung will face heightened
competition from companies that, like Apple, can compete in both hardware and software.
Samsungs software success is far from assured. Unlike Apple, Google and Microsoft, the
Korean electronics giant doesnt have a history of software achievements. Instead, Samsung
cut its teeth in the world of hardware, where efficiency, flexibility and supply-chain
management are paramount.
Acquiring its way to software dominance is no easier than building up its software capabilities
organically. While Samsung has about $50 billion in cash on hand, the company has struggled
in the past with deal-making. Even today, some in Silicon Valley say, Samsung has developed
a reputation for kicking the tires on a range of potential deals, only rarely pulling the trigger.
One reason for such caution is Samsungs purchase of AST Research Inc. in the mid-1990s,
an experience that still weighs heavily on company executives.
The two-part, $840 million acquisition of Irvine, Calif.-based AST, once the worlds fifth-largest
computer maker, was conceived as an attempt to break into the U.S. personal-computer
market.
Samsung sustained heavy losses in AST before ultimately giving up on the deal, which
remains Samsungs largest overseas acquisition to date. Even now, upper management
remains wary of big acquisitions, in large part because of AST, employees say.
Samsungs recent acquisitions have been small, and focused on software developers that can
help distinguish Samsungs phones from others built on the Android platform.
Last May, Samsungseeking to create a credible rival to Apples iTunes platformsnapped

up mSpot Inc., a Palo Alto, Calif.-based mobile-software developer with hopes of creating a
one-stop media platform that would allow users to stream and download music on their
Samsung devices.
In the process, Samsung hoped to rival not only iTunes, but also online music-streaming
services such as those offered by Swedens Spotify AB and Oakland, Calif.-based Pandora
Media Inc.
Earlier this year, Samsung moved mSpot into a new office with plans to double its staff by the
end of 2013. Since then, however, the companys attempts to develop the product, initially
called Samsung Music Hub, have foundered.
2/J Mergers and Acquisitions (M&As):
Analyst Day good start for Samsung [The Korea Times, Nov 8, 2013]
Vice Chairman Kwon Oh-hyun admitted that it needs to work on software, where it is currently
heavily investing to transform itself into a solutions provider from a manufacturing firm.
Sources say Samsung prefers Google style expansion centered on small-sized mergers and
acquisitions (M&As). It is interested in buying patents, marketing and human resources in
target companies. Samsung was passive in pursuing M&A deals. But we will become
aggressive. Therefore, I dont think our current cash-holdings are too high, said the CFO Lee.
Vice Chairman Kwon insisted that its edge in vertical alignment between components and
parts will enable it create over $400 billion in annual sales in 2020. But whats equally
interesting is that Samsung is also eager to develop components. Sharpening components-
related technologies is something that really matters to it because of its plan to share
confidential data with software giants such as Google and others to develop innovative
products and secure advanced chips and flat-screens.
Samsung to push for more M&As for growthTech giant sets sights on health care, smart cars [The Korea
Herald, Nov 7, 2013]
Samsung Electronics will push for more mergers and acquisitions and increase its presence in
health care and smart car industries for future growth, top executives said on Wednesday.
Convergence (among technologies in different industries) is occurring right now, but not
enough. We can create new industries, for example, health care and smart cars, said Kwon
Oh-hyun, vice chairman and CEO of the electronics firm.
(By converging Samsungs information technology with cars) there are a lot (of opportunities)
for us to supply to our customers. Samsung SDI, a battery maker and an affiliate of Samsung
Group, has invested in electric car batteries since 2008. It has successfully developed the
products and is supplying them to BMW and Chryslers Fiat.
The vice chairman noted, Even though our health care business is small, within the
coming decade we want to be a strong player in the area, hinting that the electronics firm will
roll out more advanced, small and easy-to-handle equipment such as high-resolution CT and
MRI scanners.
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.
Samsung hungry for acquisitions, R&D for new growth [ZDNet, Nov 6, 2013]
Samsung Electronics wants to invest more money for new growth technologies, and part of
that will come from being more aggressive in mergers and acquisitions as well as R&D.
M&A will aim to reinforce current businesses, secure talent and find new opportunities, said
Lee Sang-hoon, president and CFO of Samsung Electronics. The company has already spent
about US$1 billion investing in 14 companies since 2010, which has been somewhat
conservative.

Samsung currently has a cash pile of around US$50 billion, which is about 20 percent of its
market capitalization and has attracted complaints from investors of being at a level too high
at their expense. According to Lee, the war chest will now being prepared for significant
investment in strategic technologies, mergers or acquisitions.
We plan to allocate a significant portion of our annual cash flow into capex and R&D to
secure future growth and shareholder return, Lee said.
Samsung to invest in new technology, M&As, marketing to topple Apple [The Economic Times [of India], Nov 7,
2013]
Lee said the $50 billion war chest was being prepared for significant investment in strategic
technologies, mergers or acquisitions, suggesting the company could loosen its purse strings
as it chases the next big thing in mobile technology.
The change of tack is aimed at responding to an innovation shift in the information technology
business to software from hardware, Samsungs traditional speciality. I know we have been
somewhat conservative in M&A but it may be different in the future. Based on this, I dont
believe the current level of net cash balance is excessive, he said. We plan to allocate a
significant portion of our annual cash flow into capex and R&D to secure future growth and
shareholder return.
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12/11/2017 Samsung has unbeatable supply chain management, it is incredibly good in everything which is consumer hardware, but vulnerability

EXPERIENCING THE CLOUD

Samsung has unbeatable supply chain

AS PROGRESSED SINCE FY15:

Accordingly this post contains the following sections:

1. Samsung Supply Chain Management (SCM) information

1. Samsung Supply Chain Management (SCM) information

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2010 THE 1ST GRAND YEAR OF:

3.5G...3.9G level mobile Internet

Supply Chain Management (SCM) [Samsung SDS, Aug 27, 2013]

Supply Chain Management (SCM) is a comprehensive and innovative activity, including

Increased Market Response Ability

Global SCM Establishment and Integration

WHY VIEWED MOST (TILL FEB 1):

Marvell SoC leadership

Samsung has unbeatable supply

3G 4G 28nm Acer Amazon AMD

Android Apple ARM

HP HSPA+ HTC HTML5

Huawei IDC India Intel

Windows 8 Windows 8.1

2. Market/Business-specific current and strategic information

Samsung executives said the biggest growth in

At a rare analyst day event held in Seoul today,

In a rarity, Samsung hosts analysts [Korea Joongang Daily, Nov 7, 2013]

People say the growth of the premium

The craziest announcement was that 5.2-inch 560

JK Shin, Samsungs president and chief executive

2/B Phablets (Fonblets per Samsung):

SAMSUNG ANALYST DAY 2013 [Strategy Analytics blog, Nov 7, 2013]

By introducing its Galaxy Note product, Samsung

A top executive, Shin Jong-kyun, told analysts on

2/D Wearable devices:

Speaking at the companys Analyst Day, Samsung

2/E New [mobile/device] Market: The Next Big Thing

As It Happened: Samsungs Analyst Day [live blog on The

Interesting to note here that, in tandem with talk of

2/F Samsung System LSI:

Alluding to Apples custom 64-bit A7 Application

2/G Samsung Display:

According to ZDNet Korea, it looks like Samsung is going to

Other analysts also seemed to be impressed.

Such devices would further expand Samsungs competitive advantage in premium

2/H Samsung Memory Business:

Samsung launched a V-NAND-based enterprise solid-state drive in August.

Samsung admits its software needs work [The Guardian,

But to thrive in a mobile-device market increasingly dominated by software specialists

Samsung has plenty of other Silicon

Last May, Samsungseeking to create a credible rival to Apples iTunes platformsnapped

2/J Mergers and Acquisitions (M&As):

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