From DailyTech: Despite "beating the street", South Korea's Samsung Electronics Comp., Ltd. (KSC:005930), the largest marker of smartphones and second largest tablet maker, has experienced investor scrutiny over fears that sales of high-end smartphones are slowing. Indeed, the softest part of Samsung's earnings report was Galaxy S4, which failed to crack 7 million units per month.
A fun tidbit on slide 3 -- Samsung wants to make $400B USD by 2020. That's more than double Samsung's 2012 haul of 201T Won ($189.6B USD). Slide 5 shows Samsung expects OLED and SSD to be the fastest high-tech growth places from 2012-2017. Samsung also expects modest growth in smartphones and "smart TVs", slowing by 2017.
Slide 12 suggests that Samsung views 4K and foldable displays as "the next big thing" in smartphones. In semiconductor fabrication, it believes that new structures -- i.e. whatever comes after the FinFET -- could help solve the riddle of poor performance and high leakage at 7-14 nm nodes. Maybe we'll see that "Christmas tree" transistor after all?
A particularly interesting side note is found on Samsung's IP slide, which hints at an upcoming holographic display.
Samsung thinks there'll be ~25 billion connected devices by 2020. Back to patents, Samsung now holds 30,641 patents in the U.S. and over 100k worldwide -- granted, a lot of those are encumbered by obligatory licensing.
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