SAMSUNG DISPLAY
Investor Presentation
2025
SAMSUNG DISPLAY
Investor Presentation
2025
BUSINESS UPDATE
Contents
SAMSUNG STRATEGY
SAMSUNG DISPLAY ESG
BUSINESS OPPORTUNITIES
Contents
- BUSINESS UPDATE
- BUSINESS OPPORTUNITIES
- SAMSUNG STRATEGY
- SAMSUNG DISPLAY ESG
1/12
DISPLAY OVERVIEW
Revenue ('24)
$21B
Profit ('24)
$2.7B
`
Business Accomplishment
41%
Smartphone Display
(Revenue base, Omdia)
Smartphone AMOLED Display
46%
[ Market Share ]
1
DISPLAY OVERVIEW
$21B
Revenue ('24)
$2.7B
Profit ('24)
Business Accomplishment
[ Market Share ]
| Rank | Category | Share |
|---|---|---|
| 1 | Smartphone Display | 41% |
| 1 | Smartphone AMOLED Display | 46% |
(Revenue base, Omdia)
LEADERSHIP IN DISPLAY
Leading the Small-Medium Display Market
Smart Watch Note PCTabletSmartphone AutomotiveFoldable Phone
2/12
LEADERSHIP IN DISPLAY
Leading the Small-Medium Display Market
LEADERSHIP IN DISPLAY
New standard for Premium Large Display Market
3/12
TV
Monitor
LEADERSHIP IN DISPLAY
New standard for Premium Large Display Market
TV: 77" | 65" | 55"
Monitor: 49" | 34" | 31.5" | 27"
BUSINESS UPDATE
Contents
SAMSUNG STRATEGY
BUSINESS OPPORTUNITIES
SAMSUNG DISPLAY ESG
Contents
- BUSINESS UPDATE
- BUSINESS OPPORTUNITIES
- SAMSUNG STRATEGY
- SAMSUNG DISPLAY ESG
GROWTH OF DISPLAY MARKET
OLED Becoming Mainstream and Form Factor Innovation Driving Opportunities
'16 '19 '22 '25 '28
13%
OLED Others
*Source: Total Display Market, Omdia
45%
41%
34%
23%
15%
‘25
‘28
21%
8%
FoldableStandard
*Source: Revenue based, Omdia
(Display,
Revenue $B)
4/12
CAGR
GROWTH OF DISPLAY MARKET
OLED Becoming Mainstream and Form Factor Innovation Driving Opportunities
OLED Revenue Growth
(Display, Revenue $B)
| Year | OLED Share | Others Share |
|---|---|---|
| '16 | 15% | remainder |
| '19 | 23% | remainder |
| '22 | 34% | remainder |
| '25 | 41% | remainder |
| '28 | 45% | remainder |
CAGR ▶ 13%
\Source: Total Display Market, Omdia*
Foldable in Smartphone
| Year | Foldable Share |
|---|---|
| '25 | 8% |
| '28 | 21% |
Standard | Foldable
\Source: Revenue based, Omdia*
OLED IN ALL SIZES
OLED will cover all sizes of display
5/12
Small size Large size
“ High Resolution & Brightness ”
VR/AR
Watch
Smartphone IT
“ Form Factor Innovation ”
Auto
TV
Monitor
“ Wide Range Color & High Resolution”
OLED IN ALL SIZES
OLED will cover all sizes of display
| Size Range | Categories | Key Value |
|---|---|---|
| Small size | VR/AR, Watch | "High Resolution & Brightness" |
| Mid size | Smartphone, IT | "Form Factor Innovation" |
| Large size | Auto, Monitor, TV | "Wide Range Color & High Resolution" |
BUSINESS UPDATE
Contents
SAMSUNG STRATEGY
BUSINESS OPPORTUNITIES
SAMSUNG DISPLAY ESG
Contents
- BUSINESS UPDATE
- BUSINESS OPPORTUNITIES
- SAMSUNG STRATEGY
- SAMSUNG DISPLAY ESG
SUPERIOR TECHNOLOGY LEADERSHIP
Diamond Pixel LEAD™ QD OLED
Low Power
Eco-Friendly
Augmented Brightness
Desgined to Slim & Light
6/12
Pico Inkjet QD
Hyper Efficient EL
Quantum Enhancer
TM
Leap in Technology
The Next Wave of Display
SUPERIOR TECHNOLOGY LEADERSHIP
| Technology | Name | Tagline |
|---|---|---|
| Diamond Pixel | Samsung Diamond Pixel™ | — |
| LEAD™ | The Next Wave of Display | Low Power / Eco-Friendly / Augmented Brightness / Designed to Slim & Light |
| QD OLED | Leap in Technology | Hyper Efficient EL / Pico Inkjet QD / Quantum Enhancer™ |
Diamond Pixel
Samsung Diamond Pixel™
LEAD™ — The Next Wave of Display
- Low Power
- Eco-Friendly
- Augmented Brightness
- Desgined to Slim & Light
QD OLED — Leap in Technology
- Hyper Efficient EL
- Pico Inkjet QD
- Quantum Enhancer™
A structure like human eyes,
optimized for straight and diagonal shape expression
DIAMOND PIXEL
7/12
Human eye structure
“Human eyes are more
sensitive to Green”
Cone cell
Pixel
Structure
Others
Diamond Pixel
DIAMOND PIXEL
A structure like human eyes, optimized for straight and diagonal shape expression
Human eye structure
> "Human eyes are more sensitive to Green"
Cone cell
Pixel Structure Comparison
| Samsung Diamond Pixel | R… Diamond Pixel | |
|---|---|---|
| Layout | Diamond-arranged RGB pixels with larger green pixels | Circular/round RGB pixel arrangement |
| Diamond Pixel | Others | |
|---|---|---|
| Text rendering | Sharp, clear text/characters | Blurry, less defined text/characters |
LEAD : THE NEXT WAVE OF DISPLAY
The all-new integrated polarizer brings
displays into the future.
8/12
LEAD : THE NEXT WAVE OF DISPLAY
The all-new integrated polarizer brings displays into the future.
| Conventional | LEAD | |
|---|---|---|
| Structure | Separate polarizer layer on top of OLED pixel layer | Integrated — no separate polarizer layer |
| Low Power Consumption | — | ✓ |
| Eco-Friendly | — | ✓ |
| Augmented Brightness | — | ✓ |
| Designed to Slim & Light | — | ✓ |
ALL NEW QD-OLED
9/12
Brighter Faster Higher
160ppi
Pico Inkjet Pro
500Hz
Innovative Driving Tech
140ppi
181㎛
160ppi
153㎛
4,000nit
Hyper Efficient EL 3.0
13,000 18,000 21,000
240Hz 360Hz 500Hz
ALL NEW QD-OLED
Brighter | Faster | Higher
| Attribute | Specification | Technology |
|---|---|---|
| Brighter | 4,000nit | Hyper Efficient EL 3.0 (Efficiency 30% ↑) |
| Faster | 500Hz | Innovative Driving Tech (VESA Certified ClearMR) |
| Higher | 160ppi | Pico Inkjet Pro |
Faster — Refresh Rate Progression
| Refresh Rate | ClearMR Score |
|---|---|
| 240Hz | 13,000 |
| 360Hz | 18,000 |
| 500Hz | 21,000 |
Higher — Pixel Density Comparison
| Resolution | Pixel Size |
|---|---|
| 140ppi | 181μm |
| 160ppi | 153μm |
QD-OLED : CONTINUE TO IMPRESS
10/12
Consumers Display TechContent Creators
Samsung S90D
Sony A95L
QD-OLED : CONTINUE TO IMPRESS
| Audience | Recognition | Award |
|---|---|---|
| Consumers | RTINGS.com | The 8 Best TVs – Spring 2025 (Samsung S90D, Sony A95L featured) |
| Content Creators | NAB SHOW — Where Content Comes to Life | 2024 Product of the Year Awards |
| Display Tech | SID Display Industry Awards | 2024 Display Application of the Year |
BUSINESS UPDATE
Contents
SAMSUNG STRATEGY
SAMSUNG DISPLAY ESG
BUSINESS OPPORTUNITIES
Contents
- BUSINESS UPDATE
- BUSINESS OPPORTUNITIES
- SAMSUNG STRATEGY
- SAMSUNG DISPLAY ESG
CARING FOR ENVIRONMENT
11/12
1,850km²
Jeju
59
Reducing 19M Tons of Greenhouse Gas since 2016
= 24M Pine Trees on 109,000km²Space
* Mt. Halla
X
100K Tons of Glass Recycled into Sand since 2016
= Amount to Cover Jungmun Saekdal Beach 3 Times
40,000m²
Saekdal
3
X
* Saekdal Beach
CARING FOR ENVIRONMENT
Disposal
Recycling of Waste (99.5%+)
Zero Waste to Landfill — 100% Diversion rate — Platinum (UL) — Samsung Display Site
Manufacture
Reduction of Greenhouse Gas
Carbon Neutral | RE100
100K Tons of Glass Recycled into Sand since 2016
= Amount to Cover Jungmun Saekdal Beach 3 Times
> Saekdal 40,000m² × 3
\ Saekdal Beach*
Reducing 19M Tons of Greenhouse Gas since 2016
= 24M Pine Trees on 109,000km² Space
> Jeju 1,850km² × 59
\ Mt. Halla*
UPCYCLED PLASTIC
Tray
OLED
(Plastic)
8.2M Trays per month
[ Defective Tray ]
※ 10M tons of plastic thrown into the sea every year
7.6M 1.5L PET bottles
per month
[ Shipment ]
Defective plastic shipping trays are recycled into new trays
12/12
UPCYCLED PLASTIC
Defective plastic shipping trays are recycled into new trays
8.2M Trays per month (Plastic)
↓ Recycle 40% of Tray
3.3M per month (recycled)
↓
= 7.6M 1.5L PET bottles per month
= 91M PET bottles recycled every year
> ※ 10M tons of plastic thrown into the sea every year
Process Flow:
[Defective Tray] → OLED Tray (recycled) → [Shipment]