SAMSUNG CONSUMER ELECTRONICS

transcript

Investor Presentation

BUSINESS UPDATE

MARKET OPPORTUNITIESContents

SAMSUNG STRATEGY

KEY TAKEAWAYS

CONSUMER ELECTRONICS OVERVIEWStrong Financial Performance with Full range of Product Portfolio

FY 2019 Net Revenue

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

9YEARS

WORLD No.1

2006 2009 2019

19 %13 %

14YEARS

WORLD No.1

PRODUCT SUPERIORITY - TVLeading technology innovation

2006 2009 2012

Bordeaux TV LED TV Smart TV

Curved TV

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

SAMSUNG STRATEGY

KEY TAKEAWAYS

OPPORTUNITIES - TVRapid growth in TV market, especially Big-sized and 8K

23%+CAGR(2019 – 2021, Unit)

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

$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

SAMSUNG STRATEGY

KEY TAKEAWAYS

8K - PREMIUM LEADERSHIP (1/2)

Catalyzing technologies and revolutionary design

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

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

μ-LED module 'The Wall' : Full Line-up

292”

150”

110”

B2B BUSINESS EXPANSIONProviding strong product offerings for a broad range of customers

B2B Display

Premium Signage8K / Fine Pitch (P0.84)

Signage for B2B verticals

LCD QSR Retail

Cinema Boardroom

Transportation

Sports

LIFESTYLE INNOVATIONHome Appliances

Redefine In-Home Experience

H/WPerformance

LifestyleChange

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

Brazil

Mexico

Vietnam

Russia

Malaysia

Thailand

Hungary Slovakia

S. Africa

Home Appliance

BUSINESS UPDATE

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

SAMSUNG CONSUMER ELECTRONICS

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