【正文】 The Ministry for post and Telemunications Guangzhou Nanfang Photoelectrical Telemunications Equipment Factory Shanghai Aijian Company Ltd. 21 Shanghai Xinguang Telemunications plant 28 Shanghai Video and Audio Electronics Co., Ltd. 40 Chengdu Telemunications Cable Co., Ltd 50 EWSD manufacturing and distribution Fibre optic cable GSM mobile radio works and terminals Transmission equipment (. PDH) Power supply for tele systems Technology Training Hi 300 Telephone and Telemunication terminals Loose tube optical fiber cable Source: Siemens press release 27 SAMSUNG010605BJkickoff2 FINANCIAL PERFORMANCE 1. Background information ? Location ? Registered capital ? Management team ? Equity structure ? Starting year ? Number of employees ? Era analysis 4. Value chain strategy 5. Organization and ownership 6. Financial performance ? Focus on – Marketing, advertising and promotion – Distribution (channel and sales force) ? Organization structure ? Ownership structure ? Sales ? Profit 2. Strategy 3. Product/market ? Mission ? Vision ? Corporate strategy ? Market position ? Key product offerings ? Key customers ? Value proposition ? Geographic focus ? Pricing 28 SAMSUNG010605BJkickoff2 ? Siemens Information and Communication (IC) reports another a year of excellent business performance globally. In 2023, IC mobile including the mobile handset business achieved EUR 9 billion in sales worldwide with an expected CAGR of 69% in 19992023. The EBIT margin of IC mobile has also improved from 6% in 1999 to 8% in 2023 ? Siemens achieved a revenue of EUR billion in China over all sectors, to which Information and Communication made a significant contribution KEY MESSAGES FINANCIAL PERFORMANCE 29 SAMSUNG010605BJkickoff2 SIEMENS INFORMATION AND COMMUNICATION REPORTS ANOTHER YEAR OF EXCELLENT BUSINESS PERFORMANCE GLOBALLY EUR billions * Mobile handset belongs to IC mobile Source: Goldman Sachs, Siemens Press Release, McKinsey analysis 5 . 19 . 01 4 . 51 1 . 41 2 . 19 . 9Global revenue IC work IC mobile* CAGR 19992023 Percent 11 69 1999 2023 2023E 0 . 3 30 . 7 61 . 3 50 . 6 90 . 7 90 . 3 7Global EBIT IC work IC mobile* CAGR 19992023 Percent 46 102 1999 2023 2023E 30 SAMSUNG010605BJkickoff2 。s telemunication market ? Broad product portfolio representing all business sectors of Siemens worldwide Source: Siemens press release 5 SAMSUNG010605BJkickoff2 STRATEGY 1. Background information ? Location ? Registered capital ? Management team ? Equity structure ? Starting year ? Number of employees ? Era analysis 4. Value chain strategy 5. Organization and ownership 6. Financial performance ? Focus on – Marketing, advertising and promotion – Distribution (channel and sales force) ? Organization structure ? Ownership structure ? Sales ? Profit 2. Strategy 3. Product /market ? Mission ? Vision ? Corporate strategy ? Market position ? Key product offerings ? Key customers ? Value proposition ? Geographic focus ? Pricing 6 SAMSUNG010605BJkickoff2 SIEMENS AIMS TO BE NUMBER 2 IN MOBILE COMMUNICATION MARKET IN CHINA Product ? Focus on stylish new models with suitable pricing targeting mid to low end of the market ? Invest in future products, ., TDSCDMA handsets and wireless home work devices, etc. Strategy Value delivery system ? Establish RD centers for mobile munication in Beijing and Shanghai ? Mobile handset production capacity being raised to 14 million in Shanghai, a growth of 40% since 2023 ? Intensive marketing on new products with most petitive pricing ? Carefully select exclusive channel partner PTAC to maintain uniform price level nationwide to ensure healthy sales ? Helps resellers set up service centers to handle repair and maintenance Vision ? To be number 2 in the Asian mobile munication market (without Japan and Korea) 7 SAMSUNG010605BJkickoff2 SIEMENS IS RISING STEADILY IN MOBILE HANDSETS SINCE 1999 Monthly market share development (Percent of market in units sold) 98 99 Jan ?00 Dec ?00 010203040Nokia Motorola Siemens Ericsson Source: Retail Audit Source: IDC, McKinsey Analysis 8 SAMSUNG010605BJkickoff2 SIEMENS HAS OVERTAKEN ERICSSON TO BE IN MOBILE HANDSET BY BOTH REVENUE AND SALES VOLUME Others Siemens Ericsson Motorola 33 32 3429272687 778105 9918 17141999 2023 2023 Samsung Nokia Breakdown of sales by brand each year Percent Source: GfK, IDC, McKinsey analysis Others Siemens Ericsson Motorola 3429 303228 288898101238715 17 141999 2023 202