The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Soonhak Lee - Hanwha Investment & Securities Co., Ltd., Research Division - Analyst
: I have 2 questions regarding the ESS business. I'll first ask my first question. The first question, regarding the safety measures that you announced,
you estimated that the cost of that will be around KRW 200 billion. Assuming that this will be applied to about 1,000 sites, that comes up to about
KRW 0.2 billion per site. Can you share with us the details of what these safety measures include? And also regarding the new products, what will
be the incremental increase in cost and impact to overall profitability?
Question: Soonhak Lee - Hanwha Investment & Securities Co., Ltd., Research Division - Analyst
: Yes. My second question regarding the ESS business is your strategy towards the overseas ESS markets, given the fact that probably the domestic
ESS market will not be growing at the fast pace we saw before, so your growth probably has to shift towards the overseas market. What are your
business outlook there?
Question: Daniel Kim - Macquarie Research - Analyst
: I have 2 questions related with the EV battery business. First question is where is your EV battery production yield standing currently in the context
of other companies in the industry reporting some issues with their yield and especially in the overseas plant ramp-up. Second question is about
the overall EV market outlook. Given that automobiles in general -- or the sales volume of automobiles in general has started to decrease, what is
your expectations and outlook of EV growth?
Question: Jeongu Ko - NH Investment & Securities Co., Ltd., Research Division - Analyst
: I have 2 questions. The first question is about the polymer battery business. In the context of 5G smartphone rollout that will actually take up more
steam next year in 2020, with the adoption -- greater adoption of 5G smartphones, what sort of technology direction are you taking in terms of
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OCTOBER 29, 2019 / 4:30AM, 006400.KS - Q3 2019 Samsung SDI Co Ltd Earnings Call
your polymer battery development? And also, what do you think will be the implication to the battery prices as well as profitability as the adoption
of 5G is increased?
Second question is about the semiconductor material business. Many people have recently started to get hopes that the semiconductor industry
may take an upturn. What is your guidance in that context regarding the semiconductor material business in the future?
Question: H. Kwon - JP Morgan Chase & Co, Research Division - Analyst
: I also have 2 questions. One is about the cylindrical battery business, and the other is about your Electronics Material business. First of all, I think
with the cylindrical battery business, there is some concern that the growth rate of the power tools market, which accounts for the largest application
for the cylindrical batteries is slowing down. Do you think that this slowdown in the power tools market is part of just a global economic cycle or
temporary? Or do you think that the lithium-ion battery power tool market itself is entering a late maturing phase?
Second question about the Electronic Materials business is related with your -- with Samsung Display announcing investments in the QD-OLED
for TVs. The panel structure I would assume would be different from the mid- to small-sized OLEDs that you have been supplying until now. So in
that context, can you share with us some of the materials that you can supply newly to this QD-OLED investment?
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