Creating New Value Samsung's Future LCD Panel Strategies

SUMMARY

Leading Korean LCD panel maker Samsung Electronics' strategy in the large-sized panel segment can be described as a market creation strategy. Samsung has sought to lead the way in the development of new panel specifications that can serve as a basis for standardized products, thereby enabling the company to develop new market opportunities. The decision by Samsung to adopt this kind of strategy for its LCD panel business was influenced by Samsung's successful experience in developing its semiconductor business. Whether in terms of panel technology or investment in new production lines, Samsung is at the head of the pack. S-LCD Corporation, the joint venture company established by Samsung and Sony, has already established an 8G production line. This report will analyze the current and future market creation strategies that Samsung has adopted in response to the steadily intensifying competition from new entrants and an increasingly challenging market environment.

TABLE OF CONTENTS

Samsung's revenue performance by business unit; Samsung and other Korean and Taiwanese panel makers' share of worldwide LCD panel application product shipment volume; changes in the LCD panel industry and market; Samsung's current and future LCD panel strategies, including production lines, production capacity, vertical integration, product strategies.

• The Vision of Samsung's LCD Panel Division: "Digital Window for Human Dream"
• Market Creation Strategy: First Phase
  • Phase One (2002 -2007): Rapid Expansion
• Samsung Preparing to Meet Challenges that Market and Industry Changes Will Bring
  • Warning Signs for Samsung's LCD Panel Business
• Market Creation Strategy: Second Phase
  • Phase Two (2008 -2015): Value Creation
• MIC Perspective
• Appendix

• AUO, CMO, LPL, Samsung, S-LCD, Sony

List of Tables

• Table 1 SEC's Business Areas and Revenue Performance, 2006 - 2008
• Table 2 New Production Line Establishment and Production Capacity Expansion by the Leading Korean and Taiwanese LCD Panel Makers
• Table 3 Samsung's Integration of LCD Panel Component and Production Equipment

List of Figures

• Figure 1 Samsung AM LCD's First-phase Market Development Strategy
• Figure 2 Samsung, LPL, AUO, CMO's Share of Worldwide 14.1-inch Notebook PC Panel Shipment Volume, 1Q 2003 -2Q 2007
• Figure 3 Samsung, LPL, AUO, CMO's Share of Worldwide 15.4-inch Notebook PC Panel Shipment Volume, 1Q 2003 -2Q 2007
• Figure 4 Samsung, LPL, AUO, CMO's Share of Worldwide 17-inch LCD Monitor Panel Shipment Volume, 1Q 2003 -2Q 2007
• Figure 5 Samsung, LPL, AUO, CMO's Share of Worldwide 19-inch LCD Monitor Panel Shipment Volume, 1Q 2003 -2Q 2007
• Figure 6 Samsung, LPL, AUO, CMO's Share of Worldwide 40-42 inch LCD TV Panel Shipment Volume, 1Q 2003 -2Q 2007
• Figure 7 Samsung, LPL, AUO, CMO's Share of Worldwide Widescreen 19-inch LCD Monitor Panel Shipment Volume, 3Q 2005 -2Q 2007
• Figure 8 Worldwide Large-sized LCD Panel Application Market Size Forecast, 2004 - 2011
• Figure 9 Worldwide Large-sized LCD Panel Application Market Growth Rate Forecast, 2004 - 2011
• Figure 10 Samsung AM LCD's Second-phase Market Development Strategy