HDD & ODDAdvanced Storage Drives Mobilization

$28B$30B

$32B $33B$30B

$34B $36B

$38B

$41B

$44B

Estimated 705M units in 2011 (YoY 8% ↑)

- ’11 market growth is lower than YoY 17%↑ of ‘10

. Slow in consumer PC demand & rising Tablet adoption

- Notebook & External HDDs still lead the 2.5” market growth (YoY 16%↑)

Source: IDC & SEC Marketing

(M unit)

(revenue)

Desktop PC

Notebook

External

CE

EnterpriseStorage759M

557M540M

705M

651M

HDD Market Outlook

2.5” Market Outlook

(M unit)

2.5” HDD Market Trend 2.5” HDD Trend per Capacity

Source: IDC,CSC Feb.’11 & SEC Marketing

250G↓

320G

500G

640G↑

‘10 ‘11 ‘12

Overall 16% growth in 2011 (‘10 314M ‘11 364M)

- Moderate growth in Notebook PC due to adoption of Tablet (YoY 12%)

- Strong growth in External HDD (YoY 32%)

Mainstream capacity transition : ‘10 320GB (30%) ‘11 500GB (34%)- 2.5” drive makers will ramp up 500GB/P platform from Q4 ‘11

(revenue)

320GB

500GB

2.5” HDD Line up Direction - 2011

2.5” Line-up Direction

High Capacity as mainstream

√ Mainstream : New model (500GB/P, Up to 1TB) Coming Soon

√ 12.5mm Highest Capacity : New model (5.4Krpm, 500GB/P, Up to 1.5TB) Q4/’11

Maintain High Performance Line up

√ MP4 (320GB/P, Up to 640GB) Shipping

√ New model (7.2Krpm, 500GB/P) Q4/’11

2.5” HDD - Mainstream

Standard Product for mobile computing

- Capacity : 1TB/750/500/320GB

- 5400RPM rotational Speed

Target Market

- Mainstream NBPC, External

Key Benefits

- Robust mechanical design

- HDI Sensor, Full LDPC channel

- Increased Servo performance with state-of-the-art dual core CPU

up to 500MHz

Capability for Mobile Application - 5400 RPM

* LDPC : Low Density Parity Check

External ODD’sfor mobile generation

Direction of SAMSUNG External ODD Products

Mo

bile

Un

ivers

al

Full Line up Thinner / Lighter Fancy

• DVD-W

• BD-Combo

(BD-ROM & DVD-W)

• BD-Writer

• 12.7 mm

• 9.5 mm(SE-S084D)

• USB Bus powered(Power cordless)

• Various Colors(up to 7 colors)

• Sleek Design(iF award: SE-S084D)

PC only AV Connectivity Universal

• Supports PC only

• Windows & Mac

Patent owned

• PC

• Digital TV (Digital Picture Frame,

USB direct printer)

• USB connection• excl. protected

contents

Total Solution

for Home Users

• PC, Digital TV

• USB & HDMI

connection

• incl. Protected

contents

AV Connectivity

mp3 jpegavi

Only SAMSUNG

New Product: SE-406A

BD-Combo

• 6X BD-ROM read

& 8X DVD-W

• AV Connectivity

• 3D support

• Anti-fingerprint

surface

• Windows & Mac

Conclusions

• Tablet and notebook/netbook are fueling demand for

HDD and ODD drives

• Demand for higher density in both mobile and

enterprise markets

• New ODD devices will include A/V connection to

become multi-functional

Thank You