Slide 1: Disclaimer
Disclaimer This presentation has been prepared by Samsung Electronics Co., Ltd. (the "Company"). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Company. You should not treat the contents of this presentati
Slide 2: Samsung MX / NW Business Investor Presentation 2026
SAMSUNG MX / NW BUSINESS Investor Presentation 2026
Slide 3: Business Highlights
BUSINESS HIGHLIGHTS Content MOBILE MARKET OPPORTUNITIES MOBILE STRATEGY NW BUSINESS
Slide 4: 2025 Financial Summary
2025 FINANCIAL SUMMARY Earnings results* (trillion won) 129.5 Sales 12.9 10.0% Operating profit Operating profit margin * MX+NW
Slide 5: Business Accomplishments
BUSINESS ACCOMPLISHMENTS Enhancing Premium Experience with Galaxy AI
Slide 6: Business Accomplishments
BUSINESS ACCOMPLISHMENTS Smartphone ASP has increased and Galaxy Ecosystem products maintained their sales contribution despite unfavorable business environment Smartphone ASP trend $292 $289 $283 Revenue by product line Smartphone Ecosystem products (Wearable, Tablet & Notebook) 2023 2024 2025
Slide 7: Business Accomplishments
BUSINESS ACCOMPLISHMENTS Flagship smartphone revenue and 5G shipments increased Flagship smartphone revenue 5G smartphone shipments (won) +7.8% +10.2% 2024 2025 2024 2025
Slide 8: Mobile Market Opportunities
BUSINESS HIGHLIGHTS Content MOBILE MARKET OPPORTUNITIES MOBILE STRATEGY NW BUSINESS
Slide 9: Smartphone
SMARTPHONE 사진 업데이트 2026 smartphone market expected to grow due to expansion of AI products and services despite geopolitical uncertainty. We expect flagship and 5G growth to continue. Smartphone Premium (Retail Price $600↑) 2025 2026 2028 * Techinsights
Slide 10: Tablet & Notebook
TABLET & NOTEBOOK Tablet and Notebook PC markets are expected to bounce back after the 2022-23 contraction thanks to the product replacement cycle and introduction of AI products. Tablet Notebook 2025 2026 2028 * Techinsights, IDC
Slide 11: Wearables
WEARABLES Wearables markets are expected to grow in line with increased replacement demand and introduction of AI features. Smartwatch True wireless stereo 2025 2026 2028 * IDC
Slide 12: The Unfolding Era of Mobile AI
THE UNFOLDING ERA OF MOBILE AI Beginning with the S24 series, we have been expanding the Galaxy AI experience to the entire Galaxy ecosystem with the aim of mobile AI leadership AI for Foldables AI PC Health & Wearables XR Ecosystem
Slide 13: Mobile Strategy
BUSINESS HIGHLIGHTS Content MOBILE MARKET OPPORTUNITIES MOBILE STRATEGY NW BUSINESS
Slide 14: Strategic Direction
STRATEGIC DIRECTION Customer-centric business that prioritizes consumer experience MX Mobile eXperience Life Companion Accompanying every moment of customers’ daily lives from the beginning until the end of the day Galaxy Ecosystem Encompassing a variety of mobile-based products and services, includ
Slide 15: Securing Leadership in Flagship
SECURING LEADERSHIP IN FLAGSHIP S Z Expand premium customer base with leadership in user-centric experience Foldable leadership with ultra-slim design, powerful performance and AI experience tailored for form-factor Intensify efforts for sustainable innovation
Slide 16: Expand User Base with Mass Product
EXPAND USER BASE WITH MASS PRODUCT Significantly enhance product competitiveness including design and camera New Awesome Intelligence brings amazing search and visual experiences Expanded protection for Security and Privacy
Slide 17: Address Premium Tab & Notebook Demand
ADDRESS PREMIUM TAB & NOTEBOOK DEMAND Notebook PC: High performance, Tab: Enhanced slimmer design and AI portability, multi-device experience, experiences optimized for large screens and AI-powered new experiences
Slide 18: Enhanced Wearable User Experience
ENHANCED WEARABLE USER EXPERIENCE Smartwatch: Offering a personalized, holistic health experience True Wireless Stereo: Seamless and intelligent personal listening device
Slide 19: Galaxy Experience
GALAXY EXPERIENCE Improve consumer experience by evolving Galaxy’s heritage, tailored to the customer needs of each product group Model CXP Core Experience Proposition for Customers by Model Series Foundation Distinctive and Competitive Product Value Proposition by Series S/S+ S Ultra Z Flip Z Fold
Slide 20: Seamless Galaxy Ecosystem
SEAMLESS GALAXY ECOSYSTEM One UI Connected Experience One UI is compelling in personal optimization, allowing Providing seamless & intuitive experience across customers to get things done easily across all Galaxy devices Galaxy devices with easy and fast connectivity and customize the Galaxy experie
Slide 21: Expand Digital Life Experience
EXPAND DIGITAL LIFE EXPERIENCE Samsung Health Samsung Wallet Samsung Health helps users create healthier habits in Safely stores passwords, addresses, and card details for areas such as sleep, exercise, diet, and mental health easier online browsing and shopping. Bank accounts, credit with a connect
Slide 22: Service and Contents
SERVICE AND CONTENTS Providing rich content on Galaxy devices Expanding coverage of Samsung Care+
Slide 23: Enhance Customer Touchpoints
ENHANCE CUSTOMER TOUCHPOINTS Secure e-Store growth momentum Online-Offline retail innovation Enhance communication with various customer segments through digital touchpoints
Slide 24: Business Enterprise Portfolio
BUSINESS ENTERPRISE PORTFOLIO Products Software, Application Implementation, service Support - Enterprise device program - Security - Expertise - Warranty - Security maintenance release - Productivity - Customization - Mobile Carepack - Wide product portfolio - Manageability - Global partnerships -
Slide 25: Operational Excellence
OPERATIONAL EXCELLENCE Strengthening flexibility for timely supply and response systems Global Global Diverse Sell-out based production sites sales network partnerships operation Agility Efficiency Industry-leading Global SCM competency
Slide 26: Sustainable Innovation
SUSTAINABLE INNOVATION Miracle, More Sustainable Galaxy • New application of recycled lithium • 100% recycled cobalt applied • 100% recycled gold applied + 8 Materials • First application of the recycled material in SIM Socket + 6 Materials
Slide 27: NW Business
BUSINESS HIGHLIGHTS Content MOBILE MARKET OPPORTUNITIES MOBILE STRATEGY NW BUSINESS
Slide 28: Expanding 5G Network business based on AI leadership
Expanding 5G Network business based on AI leadership Expanding business CPUs Servers Platforms in the major global markets (U.S, Japan, Europe, Asia)