samsung consumer electronics...global no.1 tv for 14 consecutive years. no.1 ref. for 9 consecutive...
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SAMSUNG CONSUMER ELECTRONICS
Investor Presentation
2020
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BUSINESS UPDATE
MARKET OPPORTUNITIESContents
SAMSUNG STRATEGY
KEY TAKEAWAYS
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CONSUMER ELECTRONICS OVERVIEWStrong Financial Performance with Full range of Product Portfolio
FY 2019 Net Revenue
KRW
45tn
VISUALDISPLAY 59%
41%DIGITALAPPLIANCES
Product Portfolio
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MARKET LEADERSHIPGlobal No.1 TV for 14 consecutive years. No.1 Ref. for 9 consecutive years
Global Market Share
Home Appliances (Rev.)TV (Revenue) / Smart Signage (Unit)
2011 2019
12 %
8 %
20 %
16 %
9YEARS
WORLD No.1
2006 2009 2019
34 %
19 %13 %
28 %
14YEARS
WORLD No.1
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PRODUCT SUPERIORITY - TVLeading technology innovation
2006 2009 2012
Bordeaux TV LED TV Smart TV
2014
Curved TV
2017
4K QLED TV
Present
8K QLED TV
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PRODUCT SUPERIORITYLeading technology innovation
Family Hub
Honored at iF Design Awards 2020
Honored at CES 2020 Innovation Awards
Refrigerator
BESPOKE
Cube CollectionRefrigerator
Shoe Dresser Induction Plate
BESPOKE
AirDresser
AC (Wind-Free)
VC Induction Plate
European Oven Package
Wine Cooler
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BUSINESS UPDATE
MARKET OPPORTUNITIESContents
SAMSUNG STRATEGY
KEY TAKEAWAYS
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OPPORTUNITIES - TVRapid growth in TV market, especially Big-sized and 8K
23%+CAGR(2019 – 2021, Unit)
113%+
Big-sized Screen(75"+)
High Resolution(8K Ultra HD)
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OPPORTUNITIES - B2B DISPLAYHigh growth expectation in Smart Signage
Signage Market
2018 2019 2020※ LCD/LED Signage revenue
CAGR 10%+ $20B
2021
LCD
LED
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$295Bil
$231Bil
‘10 ‘11 ‘12 ‘13 ‘14 ‘15 ‘16 ‘17 ‘18 ‘19
OPPORTUNITIES - HOME APPLIANCESContinuously Growing Market
Source : Euromonitor, GfK, BSRIA, , AHAM, Internal Analysis
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BUSINESS UPDATE
MARKET OPPORTUNITIESContents
SAMSUNG STRATEGY
KEY TAKEAWAYS
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8K - PREMIUM LEADERSHIP (1/2)
Catalyzing technologies and revolutionary design
TV
Quantum Processor 8K
8K AI upscaling tech.
Object Tracking Sound+Real Cinematic Surround Sound
Before (Machine Learning) After (Deep Learning)QLED 8K
QLED 8K
Conventional
Infinity ScreenNear-Invisible Bezel
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QLED - PREMIUM LEADERSHIP (2/2)
Optimal user experience, big-sized line-up and innovative products
TV
QLED TV (4K)Enhanced Picture/Sound & Usability
Big-sized TV80"+ Product Line-up
Lifestyle TVDiverse Products & Global Launch
Adaptive Picture(Dark/Normal/Bright/Very Bright)
Adaptive Sound(Dialogue/Music/Sports/Action)
Tab View
Tapping
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INNOVATION AND BREAKTHROUGHNext generation TV initiative with the world’s 1st modular μ-LED TV
TV
μ-LED module 'The Wall' : Full Line-up
292”
150”
110”
93”
88”
75”
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B2B BUSINESS EXPANSIONProviding strong product offerings for a broad range of customers
B2B Display
Premium Signage8K / Fine Pitch (P0.84)
Signage for B2B verticals
LED
LCD QSR Retail
Cinema Boardroom
Transportation
Sports
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LIFESTYLE INNOVATIONHome Appliances
Redefine In-Home Experience
H/WPerformance
LifestyleChange
IoT
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LIFESTYLE CHANGING PRODUCTS
Connected Kitchen Solution
FoodManagement
HomeEntertainment
FamilyConnection
Laundry Solution
Home Appliances
with Family Hub Refrigerator
ConnectedHome Control with
WasherAll-in-One Control
AI-PoweredBubble Wash Dryer
All-in-One ControlAI Auto Course Set-up
Clothes RefresherAiring, steaming,
drying, and purifying.
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B2B BUSINESS EXPANSIONProviding Customized Solutions with Full Package
Home Appliances
Builder System AC Built-in
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EXPANDING GLOBAL BUSINESS FOUNDATIONStrong SCM through Global Manufacturing Sites
Poland
China
Brazil
Korea
India
Mexico
Vietnam
Russia
Malaysia
Thailand
Egypt
Hungary Slovakia
S. Africa
TV
Home Appliance
U.S.
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BUSINESS UPDATE
MARKET OPPORTUNITIESContents
SAMSUNG STRATEGY
KEY TAKEAWAYS
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TOP-TIER INNOVATOR IN CONSUMER ELECTRONICS
Reinforcing premium leadership with cutting-edge technologies & revolutionary design
Transformational growth & Sustainable profitability
Product innovation in seamless User Experience & Life Convenience
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THANK YOU