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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
SNDK 254.16+4.3%Nov 14 9:30 AM EST
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From: Sam4/29/2019 10:12:32 PM
   of 4827
 
Samsung slide 5 at irsvc.teletogether.com (click on "Presentation slides download").

[1Q Results]
? Memory: Inventory adjustments at major customers kept demand weak
- DRAM: Addressed growing demand from mobile applications following
the release of new smartphones
- NAND: Boosted supply of high-capacity (128GB and up) mobile storage
? S.LSI: Achieved first commercialization of 5G modems and expanded
supply of APs and modems for flagship smartphones
? Foundry: Demand for mobile components softened due to seasonality in
the Chinese smartphone market
[2Q Outlook]
? Memory: Demand from some applications stabilized
- DRAM: Increase sales of high-end differentiated products such as
LPDDR4X for mobile
- NAND: Address high value-added products, such as All-Flash-Array
? S.LSI: Demand for mobile image sensor/DDI and 5G modem/RF/PMIC
to remain solid
? Foundry: Start EUV 7nm shipments and finish EUV 5nm development
[2H19 Outlook]
? Memory: Demand to improve on strong seasonality and a shift toward
higher-capacity chips by major applications
- DRAM: Strengthen technological competitiveness via ramp-up of 1ynm
process and mass production of 1znm process
- NAND: Lead growth of market for high-capacity SSDs and UFS chips
Strengthen cost competitiveness by expanding supply of 5th
generation V-NAND
? S.LSI: Expand modem and image sensor lineup to address demand for
higher-specification smartphones
? Foundry: Develop EUV 4nm process and focus on customer diversification
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