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Richard Aguilera National ODD Sales Manager Samsung Storage Business Samsung Optical Disk Drive Product Overview Richard Aguilera National Sales Manager, OMS Division Samsung Semiconductor, Inc. Optical Disk Drive Agenda Division Overview Market Trend Product Overview Conclusion
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Richard Aguilera National ODD Sales Manager Samsung Storage Business
Samsung Optical Disk Drive Product Overview Richard Aguilera National Sales Manager, OMS Division Samsung Semiconductor, Inc.
Optical Disk Drive Agenda Division Overview Market Trend Product Overview Conclusion
Global Network Infra Product Design Economy of Scale Format Leadership Slim Biz Knowledge DVD Licensor Synergy from Joint Venture International joint venture company from top ODD OEMs: Toshiba and Samsung Electronics. Global leader in Optical Storage Technology
Global Operation Global Manufacturing Capacity of 100 million units a year YUCHA Dongguan, China SEPHIL Laguna, Philippine YUCHA capacity : 10Mil/year SEPHIL SEIN SEIN Bekasi, Indonesia capacity : 50Mil/year capacity : 40Mil/year
PC Market Trend Market Trend : Shifting to Mobile Computing High growth PC laptop market PC Market High growth notebook market Desktop market flat : ’07 42% → ’08 47% → ’09 52% M units 327 305 262 N/B PC Global OEM high growth White Box on the decline D/T PC 2007 2008 2009 [ Source : IDC ]
ODD Market Trend Market Trend : Notebook market uses Slim line optical product ODD Market Size Yearly (for IT) Main Trend in Portion 89.9 Amt ($B) 85.3 86.7 DVD-W Ratio 82.4 81.5 80% 80% 77% 337 327 67% 313 53% 296 Qty (M) 278 Blu-ray Slim Ratio 54% DVD-W 51% 46% 41% DVD Rom 34% ’10 ’10 ’06 ’07 ’08 ’06 ’09 ’07 ’08 ’09 [ Source : TSR ]
External Slim (Note PC) Slim (Note PC) CAR AV H/H (Desktop) PVR Set Top Box Player Recorder Camcorder Game Console Optical Media Solution Market IT Market of 313 million units, AV Market of 200 million unitsNew markets – Car audio video and set top box Digital AV Market 200M IT Market to PC 313M ($8B)
Broad Applications for Optical DrivesCar Audio, PC, Home AV, Gaming, POS
Business Strategy • Product Strategy • DVD-W HH : White Box /Retail • DVD-W Slim : Notebook/Server Focus on: • Half Height & Slim • Blu-ray Drives • Blu-ray Combo/Writer Focus • 9.5mm, Slot-In drives Next Generation Hi-End Product Strong DVD-ROM product line TruDirect Consumer Electronics (AV) Low End Product Niche
Optical Drive Markets and Customers ODD for PCs Desktop PCs Portable PCs Optical Loader DVD Recorder DVD CAM DVD Recorder DVD Player
Innovation is at our Core Magic Speed Speed Adjustment Writemaster Buffer Underrun Free Lightscribe Tilt Actuator Compensation Double O.P.C. Automatic Ball Balancing System Eco-friendly manufacturing Weight Balancing System
New 22X ODD DVD/RW Writer Low noise 22X Quiet Performance W/W Fastest Speed Eco-friendly RoHS compliant, low power consumption
22 x 20 x The Fastest Recording Speed Fastest recording speed at 22 x DVD±R DVD ± R Average 4min 26sec 10 % UP (30 sec) Average 5min
TruDirect™ • Best solution to store video content through a PC • Similar to VCR recording: easy and 50% faster Input Source
LightScribe Innovative technology that uses a special disc drive, special media, and label-making software to burn labels directly onto CDs and DVDs. Current LightScribe system specifications stipulate the following print times: New LS 1.2 media reduces print times by 1/3 also new 1.2 media includes color backgrounds in yellow, orange, red, blue and green.
Blu-Ray Market Trend Blue DVD and DVD-W Portion Comparison 80.1% 80.1% 76.3% 75.3% 67.1% 67.4% 53.2% 38.7% DVDW Portion 28.2% 18.0% 9.8% 4.4% 2.0% 0.5% 0.1% 0.0% 353 355 347 337 BD Portion 325 308 278 276 Qty (M) Next G DVD-W Others ’11 ’12 ’10 ’06 ’05 ’07 ’08 ’09 [ Source : TSR 07.Dec.]
Blu-ray Market Growth “the growth stage”- combo (Blu-ray read/DVD writer) market “the expansion stage” – Blu-ray read/write market Blue Market Growing Stage 100.0 63.6 Qty (M units) 33.8 14.7 6.4 [ Source : TSR ]
Blu-ray Mass Market Adoption TSR Market Forecast: 6M units in 200810M units in 2009 Under $100in 2009 Combo (DVD write/Blu-ray Read) Price Trend Volume Trend $99 $89 $70 [ Source : TSR ]
Optical Media Storage Evolving to Blu-Ray Blu-Ray 25/50GB DVD 4.7/8.5GB CD 650 – 990MB Driver: Multimedia Storage Driver: Photo/Video Storage Driver: Audio
Summary • Focus on traditional IT market and emerging CE markets • Samsung is closing in on #1 HLDS (Hitachi and LG) • Launch Blu-ray combo drives in retail in 2H 2008 • TruDirect technology 50% faster