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SAMSUNG CONSUMER ELECTRONICS
Investor Presentation
2019
BUSINESS UPDATE
MARKET OPPORTUNITIESContents
SAMSUNG STRATEGY
KEY TAKEAWAYS
CONSUMER ELECTRONICS OVERVIEWStrong Financial Performance with Full range of Product Portfolio
FY 2018 Net Revenue
KRW
42tn
VISUALDISPLAY 60%
40%DIGITALAPPLIANCES
Product Portfolio
MARKET LEADERSHIPGlobal No.1 TV for 13 consecutive years. No.1 Ref. for 8 consecutive years
Global Market Share
Home Appliances (Rev.)
2006 2009 2018
TV (Revenue) / Smart Signage (Unit)
33 %
19 %13 %
26 %
13YEARS
WORLD No.1
2011 2018
12 %
8 %
20 %
16 %
8YEARS
WORLD No.1
PRODUCT SUPERIORITY - TVLeading technology innovation
2006 2009 2012
Bordeaux TV LED TV Smart TV
2014
Curved TV
2019
8K QLED TV
2017
4K QLED TV
PRODUCT SUPERIORITYLeading technology innovation
Smart HomeFront Washer
SW & Mobile AppsRefrigerator
Honored at iF Design Awards 2019
Refrigerator
Clothe Care (AirDresser)
Oven
Honored at CES 2019 Innovation Awards
AC (Wind Free) Air Purifier
BUSINESS UPDATE
MARKET OPPORTUNITIESContents
SAMSUNG STRATEGY
KEY TAKEAWAYS
OPPORTUNITIES - TVRapid growth in TV market, especially large-sized and 8K
Large-sizedScreen(75“+)
8K
45%+CAGR(2018 – 2020, Unit)
770 %+
OPPORTUNITIES - B2B DISPLAYHigh growth expectation in Smart Signage
Future
Current
Ind
oo
r
Ou
tdo
or
LED
LCD
Signage Market Growth
2018 2019 2020
※ LCD/LED Signage revenue
Auditorium/Theater Stadium/Sports
CAGR 17%+ $21B
Bus Shelter/Transportation
OPPORTUNITIES - HOME APPLIANCESContinuously Growing Market
‘09 ‘10 ‘11 ‘12 ‘13 ‘14 ‘15 ‘16
$285Bil
Source : Euromonitor, GfK, BSRIA, , AHAM, Internal Analysis
‘17
$209Bil
‘18
BUSINESS UPDATE
MARKET OPPORTUNITIESContents
SAMSUNG STRATEGY
KEY TAKEAWAYS
8K - PREMIUM LEADERSHIP (1/2)
Catalyzing 8K ecosystem with large-sized screen and AI
TV
8K with Large-Sized Screen
65~98" full line up
8K AI Quantum Processor8K upscaling tech.
QLED - PREMIUM LEADERSHIP (2/2)
Cutting-edge technologies, revolutionary design and seamless user experience
TV
Perfect RealityColor volume 100%
LifestyleAmbient mode
Smart ExperienceVoice AI and IoT
INNOVATION AND BREAKTHROUGHNew category and next generation screen initiative
TV
Lifestyle TVTHE FRAME / THE SERIF / THE SERO
Next Generation Screen146" The world’s 1st modular μ-LED TV
B2B DISPLAY INNOVATIONProviding strong product offerings for a broad ragne of customers
B2B Display
Signage for B2B verticalsTransportation / Corp. / Retail / Cinema
LED for Home - THE WALL
Customized screen size and shape
Video Wall LED Display
Touch LCD Cinema LED
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
WasherOne Machine.Two Washers.Quiet Washing Dryer
Steam Sanitize+Worry Free Drying
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