Samsung Analyst Day 2013: CE BK Yoon Samsung CE Strategy

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Samsung Analyst Day 2013: CE BK Yoon Samsung CE Strategy

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Samsung Analyst Day 2013: CE BK Yoon Samsung CE Strategy

  1. 1. Samsung CE Strategy - Sustainable Growth and Value Creation -
  2. 2. Disclaimer The materials in this report include forward-looking statements which can generally be identified by phrases such as Samsung Electronics (SEC) or its management "believes," "expects," "anticipates," "foresees," "forecasts," "estimates" or other words or phrases of similar implications. Similarly, such statements that describe the company's business strategy, outlook, objectives, plans, intentions or goals are also forward-looking statements. All such statements are subject to certain risks and uncertainties that could cause actual results to differ materially from those in the presentation files above. For us, particular uncertainties which could adversely or positively affect our future results include: · The behavior of financial markets including fluctuations in exchange rates, interest rates and commodity prices · Strategic actions including dispositions and acquisitions · Unanticipated dramatic developments in our major businesses including CE (Consumer Electronics), IM (IT & Mobile communications), DS (Device Solutions) · Numerous other matters at the national and international levels which could affect our future results These uncertainties may cause our actual results to be materially different from those expressed in this report.
  3. 3. Consumer Electronics Closely Tied to People’s Daily Lives
  4. 4. Consumer Electronics Imagine Your Home Without CE Products
  5. 5. Consumer Electronics Brand Reliability Comes First Product Replacement Cycle 14.0 15.9 7.2 5.0 1.8 years Mobile ※ Source : IMS Research(USA), Internal Analysis Note PC TV Refrigerator Washer
  6. 6. Consumer Electronics Potential to Lock-in Customers The First Purchase Additional Purchase Full Package
  7. 7. Consumer Electronics Experience Samsung Brand Everywhere! Kitchen Laundry Room Living Room Portable
  8. 8. Key Questions Is TV biz able to generate sustainable growth? Can HA biz turn into the Samsung’s next driver?
  9. 9. Business Opportunity - TV TV Demand Growing Consistently 114 Analog Switch-off 105 98 96 Pull-in Effect 83 $67B ‘06 ‘07 ‘08 ※ Source : Display Search FPTV (Revenue) ‘09 ‘10 ‘ 11 ‘ 12 ‘ 13 ‘ 14 ‘ 15 ‘ 16
  10. 10. Business Opportunity - TV UHD TV Market Ready to Explode 17.1 Full Line-up 11.1 5.6 1.2M Units ‘ 13 ※ Source : Display Search 5X ‘ 14 ‘15 ‘ 16
  11. 11. Business Opportunity - TV Fast Growing Premium Segment 60”↑ FPTV 1.9M (28%) Emerging Developed ※ Source : Display Search (Unit) 4.8M 6.7M 5.5M 9.1M (60%) (72%) ‘ 13 ‘ 16 3.6M (40%)
  12. 12. Business Opportunity - TV Fast Growing Premium Segment Smart TV 32M (30%) 107M 25M Emerging (34%) 73M Developed ※ Source : Display Search (Unit) (70%) 48M (66%) ‘ 13 75M ‘ 16
  13. 13. Business Opportunity - TV Emerging Market, Driving New Momentum Analog Switch-off Plan for Over 15 Countries 65 +α 66 61 $39B ‘ 09 ‘ 10 ※ Source : Display Search FPTV (Revenue) ‘ 11 ‘ 12 ‘ 13 ‘ 14 ‘ 15 ‘ 16
  14. 14. Business Opportunity - HA Continuously Growing Market 306 264 $188B ‘06 ‘07 ‘08 ※ Source : Euromonitor, GfK, BSRIA, Internal Analysis ‘09 ‘10 ‘11 ‘12 ‘13 ‘14 ‘15 ‘16
  15. 15. Business Opportunity - HA Increasing Appetite for Value-added Products Better Quality of Life Growing Desire for Premium Product Increasing Average Price
  16. 16. Business Opportunity - HA Increasing Appetite for Value-added Products High End Large Capacity Energy Efficiency 70 47 Market Portion 33 15 25% 20% 4% ‘10 57 26 ‘13 ‘15 * REF priced over $2,000 (USA) ※ Source : Traqline, GfK, JARN, Internal Analysis (Revenue) ‘10 ‘13 Future * Washer over 8kg (Germany) ‘10 ‘13 ‘15 * Inverter A/C (China)
  17. 17. Business Opportunity - HA Fragmented Market with Regional Players
  18. 18. Business Opportunity - CE Total Tremendous Addressable Opportunities
  19. 19. CE Strategy - TV Samsung TV Seized the Initiative
  20. 20. CE Strategy - TV Leading the Industry Trend 2006 Bordeaux 2009 LED TV 2011 Smart TV 2012 Smart Interaction
  21. 21. World’s Largest Timeless Design - 25 -
  22. 22. Evolution Kit - 26 -
  23. 23. Unparalleled Picture Quality Curved Design
  24. 24. CE Strategy - TV Global No.1 for 8 Consecutive Years 31 19% Company A 18 13% Company B 8 11% ‘06 ※ Source : GfK, NPD (Revenue) ‘08 ‘10 ‘12 ‘13.1H
  25. 25. CE Strategy - TV No.1 Market Share on Key Regions 38% Europe 21% 29% N. America 36% M. East & Africa ※ Source : GfK, NPD (Revenue) ‘13.1H Asia Pacific 30% L. America
  26. 26. CE Strategy - TV Leading the Premium Market Market Share of 60”↑ 48 37 38 37 28% 23% CompanyA 28 26 CompanyB 18% 18% ‘09 Market Share of $2,000↑ ‘10 ‘11 ※ Source : GfK, NPD (Revenue) ‘13.3Q Cumulative ‘12 ‘13 ‘09 12 17 ‘10 ‘11 ‘12 ‘13
  27. 27. CE Strategy - TV The Most Preferred TV Brand 2013 Rank Company Preference 1 Samsung 32.7 2 Company A 22.0 3 D 12.1 4 B 7.0 … … … (Most Preferred Single Answer) ※ Source : Internal Analysis, TNS
  28. 28. CE Strategy - TV Recent Challenges Surrounding TV Business Major TV Competitors 2nd-Tier TV Set Makers IT Companies with New Devices
  29. 29. CE Strategy - TV Lead the UHD Category Highest Picture Quality Size Leadership Multiple Form Factors
  30. 30. CE Strategy - TV Reinforce Our Core Competencies Cutting-edge Technology Innovative Design Various Line-ups
  31. 31. CE Strategy - TV Bring New Experience Easier & Faster User Interface Differentiated Content & Service
  32. 32. CE Strategy - TV Provide Best Shopper Experiences Story Zone (In-store Display) Culture Marketing (France Nuit Blanche Festival)
  33. 33. CE Strategy - TV Future TV
  34. 34. CE Strategy - HA Home Appliances Industry is … Analog Local Preference Heavy Investment 14.0 Replacement Cycle x2 Investment Europe Asia America 1.8 years Mobile Refrigerator TV Refrigerator
  35. 35. CE Strategy - HA Slow Moving Industry Few Technology Breakthrough in the past Refrigerator Washer Air-conditioner
  36. 36. Time to Change the
  37. 37. CE Strategy - HA Innovate the Marketplace Boost up Customer Desire 14.0 years Enlarge Market Size 15.9 +α Refrigerator Washer Demand Samsung’s Innovative Products
  38. 38. CE Strategy - HA A Quantum Leap through Innovation
  39. 39. Samsung’s
  40. 40. CE Strategy - HA Refrigerator Create a New Premium Category New! 1990 2003 2012 2013 2014~ ? Side-by-side French-door T-type Food Showcase Future REF
  41. 41. Capacity Innovation Same Frame, More Space T9000
  42. 42. Smart Storage Solution Incase Showcase Unorganized Food Showcase
  43. 43. New Embedded Feature Sparkling Refrigerator
  44. 44. CE Strategy - HA Washing Machine Lead the Green Technology Paradigm Performance Upgrade Energy Water
  45. 45. CE Strategy - HA Washing Machine Lead the Green Technology Paradigm ? 2014 W9000
  46. 46. CE Strategy - HA Air-conditioner Provide Total Air Solutions Commercial Indoor Air Quality Residential Cooling/ Heating
  47. 47. Design Innovation Spring Air-purifier Q9000 55%↓ Summer Cooling Fall Q9000 Winter Conventional Virus Doctor Humidifier
  48. 48. Unlimited Applications Easy Installation Energy Leadership with Inverter Technology Largest Capacity Shopping Mall Stadium Airport Resort Office Building (Hungary) (Germany) (China) (Turkey) (Qatar)
  49. 49. CE Strategy - HA Vacuum Cleaner Create Cutting-edge Products Canister/Upright Motion Sync Design
  50. 50. CE Strategy - HA Vacuum Cleaner Create Cutting-edge Products Robot Cleaner
  51. 51. CE Strategy - HA Kitchen Appliances Deliver the Premium Kitchen Package Large Market Potential Core of a Premium Brand Total Market $70B (Refrigerator $80B) Built-in Premium Home Package Appliances
  52. 52. CE Strategy - HA Kitchen Appliances Deliver the Premium Kitchen Package Oven Microwave Oven Hood Cooktop New Cooking Experience Dual Cook Oil-free Fry Dish Washer
  53. 53. CE Strategy - HA Establishing a Global Business Foundation 7 manufacturing sites in 2008 12 manufacturing sites in 2013 Russia Poland China Malaysia India Korea Mexico Vietnam Thailand Brazil
  54. 54. CE Strategy - HA Discovering Deep Local Insights 5 Lifestyle Research Lab London Beijing San Jose New Delhi Singapore
  55. 55. CE Strategy - HA Premium Marketing to Raise Value Club des Chefs Collaboration Marketing (with Furniture Company)
  56. 56. CE Strategy - HA Premium Marketing to Raise Value
  57. 57. CE Strategy - HA Excellent Reviews across the World “Best of the year 2013” Side-by-side French Door Sparkling REF Dryer (Electric/Gas) 1 Samsung 76 1 Samsung 84 2 Company A 75 3 B 74 2 Company A 83 2 B 83 ※ Source : Consumer Report (Nov 2013) Picked as Spotlight Excellent Grade
  58. 58. CE Strategy - HA Excellent Reviews across the World Top Ranked for 5-Consecutive Year Washer Samsung 822 Company A 818 B C ※ Source : J.D.Power 2013 Laundry Appliances Satisfaction Study (Aug 2013) 808 783
  59. 59. CE Strategy - HA HA Business will Jump Up to No.1 Performance Innovation to Influence People’s Lifestyle! Speed of Innovation Time
  60. 60. Highlight of Samsung CE
  61. 61. Samsung CE Vision

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