samsung consumer electronics
TRANSCRIPT
SAMSUNG CONSUMER ELECTRONICS
Investor Presentation
2020
BUSINESS UPDATE
MARKET OPPORTUNITIESContents
SAMSUNG STRATEGY
KEY TAKEAWAYS
CONSUMER ELECTRONICS OVERVIEWStrong Financial Performance with Full range of Product Portfolio
FY 2019 Net Revenue
KRW
45tn
VISUALDISPLAY 59%
41%DIGITALAPPLIANCES
Product Portfolio
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
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
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
BUSINESS UPDATE
MARKET OPPORTUNITIESContents
SAMSUNG STRATEGY
KEY TAKEAWAYS
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)
OPPORTUNITIES - B2B DISPLAYHigh growth expectation in Smart Signage
Signage Market
2018 2019 2020※ LCD/LED Signage revenue
CAGR 10%+ $20B
2021
LCD
LED
$295Bil
$231Bil
‘10 ‘11 ‘12 ‘13 ‘14 ‘15 ‘16 ‘17 ‘18 ‘19
OPPORTUNITIES - HOME APPLIANCESContinuously Growing Market
Source : Euromonitor, GfK, BSRIA, , AHAM, Internal Analysis
BUSINESS UPDATE
MARKET OPPORTUNITIESContents
SAMSUNG STRATEGY
KEY TAKEAWAYS
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
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
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”
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
LIFESTYLE INNOVATIONHome Appliances
Redefine In-Home Experience
H/WPerformance
LifestyleChange
IoT
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.
B2B BUSINESS EXPANSIONProviding Customized Solutions with Full Package
Home Appliances
Builder System AC Built-in
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.
BUSINESS UPDATE
MARKET OPPORTUNITIESContents
SAMSUNG STRATEGY
KEY TAKEAWAYS
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
THANK YOU