SAMSUNG010605BJ-kickoff2CONFIDENTIALMobile Handset Competitor Analysis: SiemensSAMSUNG ELECTRONICS CHINA (SEC China)August 20, 2019This report is solely for the use of client personnel. No part of it may be circulated, quoted, or reproduced for distribution outside the client organization without prior written approval from McKinsey & Company. This material was used by McKinsey & Company during an oral presentation; it is not a complete record of the discussion.SAMSUNG010605BJ-kickoff21OVERVIEW