Samsung Smart Appliances - Teletogetheraod.teletogether.com/sec/20140519/SS_Investors_Forum_2014_session... · Samsung Smart Appliances Portfolio . ... Global Market Size Source:

Samsung Smart Appliances Yoon C. Lee

VP, Digital Appliances Business

Topics

Home Appliances Landscape

Smart in Appliances

Positioned to Lead

Samsung Smart Appliances Portfolio


78 82 86 90 100

50 52 55 58 64

47 48 50 53 58

71 75 78

83 92

14 15 15

16

17

`12 `13 `14 `15 `17

Vacuum Cleaners

Cooking

A/C

Washer

Refrigerator

Global Market Size

Source: Euromonitor, Gfk,BSRIA, Internal Analysis

4%

5%

4%

5%

5%

$Billion

260 271

284 300

331

‘12 ‘13 ‘14 ‘15 ‘17

※ '14 FPTV : 99.4 / '14 Mobile : 346.3 (Smart phone 325.6)



Steadily Growing Market

$188B

264

306

‘06 ‘07 ‘08 ‘09 ‘10 ‘11 ‘12 ‘13 ‘14 ‘15 ‘16

Appliances Industry Trends: Premium

Source: Tragline, Gfk, JARN, International Analysis (Revenue)

Increasing Appetite for Value-added Products

High End Large Capacity Energy Efficiency

Market

Portion 33

47

25%

‘10 ‘13 ‘15

* REF priced over $2,000(USA)

‘10 ‘13 ‘15

* Washer over 8kg (Germany)

‘10 ‘13 ‘15

* Inverter AC (China)

57

70

20% 15

26

4%

Appliances Products Trends: Connected Lifestyle

Source: IFA,CES,Eurocuccina & other exhibit/ show trends

Latest Trend

Modular/Personalized IT Connected Integrated Kitchen

https://www.google.co.kr/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&uact=8&docid=gKo7orLD64fjTM&tbnid=WU3PnrH106P1hM:&ved=0CAUQjRw&url=https://plus.google.com/+StewartHand&ei=ZO5hU4nkGK2KiQe7jYDICQ&bvm=bv.65788261,d.c2E&psig=AFQjCNGfhKViOVFkQiUJ1t1xhkCd5gJMKA&ust=1399013256358122

Appliances Industry Trends: Smart


Market of Smart Home Devices is growing

$7.8B $15B (‘13~’15 CAGR 46%)

Samsung Digital Appliances

Samsung Digital Appliances Business

Smart Home Appliances Portfolio

Outpacing the Industry Growth Rate

2013 Best Refrigerators

“America’s Fastest Growing Home Appliances Brand”

T-9000 “NEW” 4 Door

Based on 2013 data, www.samsung.com

Legacy home appliance companies are the old

guards of the technology world.

A 100-year-old name is powerful, but it isn't

always as tempting as the flashy newcomer.

Enter Samsung.

The Masheable :: 4.26.2014

Sparkling Water Refrigerator

http://www.consumerreports.org/cro/index.htm

Samsung Digital Appliances

Smart

Product

Innovation

Premium

Reinventing a 150 Year Old Technology

Reinventing a 150 Year Old Technology

Expanding The Premium Space

http://global.samsungtomorrow.com/wp-content/uploads/2014/01/쉐프-컬렉션-행사사진_쉐프-2명.jpg

Expanding The Premium Space

Premium, Getting Connected

Premium, Getting Connected

Smart In Appliances

Smart Appliances Size and Trends

Source: Zpryme Research & Consulting(Left) / ‘13 Park’s Associate Report(Right)

2013 2014 2015

ETC

AUS

UK

China

US

Total – Includes AC, VC, MWO, CT, Hood

2013 2014 2015 2016 2017 2018

Refrigerator

Washer

Dryer

Oven

Dishwasher

‘17 Market Demand

15M 11.9B$

12M 6.5B$

8M 4.5B$

9M 6.2B$

7M 3.2B$

108M 43.0B$

(%)

Market Size of Global Smart Appliance (Value) Appliance with Connectivity (Volume)


3.2 4.3 5.5

7.8B

12B

15B

Smart Home & Smart Appliances Definition

Source: 2012 Machina Research

2013 Zypreme Research


IOT

IOT

w.r.t. HOME

2013 $203B w over 22% annual growth

2021 over $1T

2014 $12B (Smart Appliances)

Smart Home & Appliances Definition

SMART HOME - Solution

SMART APPLICANCES - Devices

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&uact=8&docid=R25tBxP4uymDuM&tbnid=Z25NeCryTpJPdM:&ved=0CAUQjRw&url=http://www.abcteach.com/directory/clip-art-math-math-symbols-8638-2-1&ei=3xFzU5K9EdecugS2kYJo&bvm=bv.66699033,d.c2E&psig=AFQjCNF4-PVgvGVUp-xdxJRrQqF67iqJZA&ust=1400136538125033

Samsung Smart Home


Smart Living & Beyond

Making Home RELEVANT to your CONNECTED LIFESTYLE

2014

Why Now is Right for Smart Home ?

Source: 4/2014 Huffington Post (OECD Data)

The homes are (almost) ready

Portions of homes networked,

globally.

Top 15 countries with broadband penetration

Korea 98%

Iceland 87%

Norway 83%

Sweden 83%

Denmark 80%

Netherlands 80%

Finland 76%

Germany 75%

Canada 72%

Swiss 71%

Luxembourg 70%

Belgium 70%

UK 70%

US 68%

France 67%

1/3

1


Source: 2013 Statistica (Mashable Website)

The consumers are ready

# of Smart phones in 2013

1.5 Billion

(1 in 5)

2

8.7Billion # of things connected to Internet

The consumers are exposed 3

Source: 2013 Forbes



The benefits are becoming real

5~10%

Cost Saving $173 Saving / $2,206 Annual consumption

4

Source: 2012 gigaom.com / www.nest.com

• Make it relevant by connecting & extending home

• Focus on area where we can offer real benefits,

using what we do BEST

Samsung Smart Home

“Peace of mind, Convenience, & Entertainment

at your home through connectivity.”

Samsung Smart Home

Samsung is

Positioned to Lead

Positioned to Lead

We offer major products across all activities done in and around home

Applied

Sciences

Technology

Research

Social

Sciences

Trends

Research

R&D = Both Technical + Social

A Different Perspective & Approach for Smart

SAMSUNG

SMART

INNOVATION

6 Research Center

Stuttgart Osaka

Chicago San Jose New Delhi

London

Discovering Advanced Technologies

MSC

R&D Center

Deep Understanding of Digital Contents

Technical

Extends beyond Traditional DA Technology, Technical Precursor

To Play & Lead

Advanced Connectivity, Architecture

Mobile and TV technology

Fundamentals in DA in integrating IT techology

Smart Home Requires New Capabilities

London

Beijing

New Delhi

Singapore

San Jose

Brazil

Seoul

Republic of South

Africa

Discovering Deep Local Insights

8 Lifestyle Research Lab

Deep Understanding of Consumers

Consumer/ Social

HA is About Understanding Lifestyle

Pulse on Lifestyle Trends

Global Insights Capability

Design Excellence

Permission To Play

Analog Low

Digital High

Digital Low

Analog High

Analog Digital

emotional (WANT) relevance (NEED)

Our Aspiration

Providing Peace of mind, Convenience & Entertainment

at your home through connectivity

“Products & Services Consumers Need and Want”

Samsung Smart Home

Smart Home (Appliances)

Portfolio & Initiatives

Smart Home: CES 2014 Announcement

Smart Home: April 2014 Service Launch

Samsung Smart Home At a Glance

Device Control Home View Customer Service

Smart Home Service – Release 1

’14 Smart Features Refrigerator

Smart Apps

Smart Control

Smart Maintenance

Smart Home Experience

Smart Manager

Smart Savings


Smart Control

Smart Maintenance

Smart Save

’14 Smart Features Washer


Smart Control

Smart View

Smart Maintenance

Smart Save

Others

’14 Smart Features Air Conditioner


Smart Control

’14 Smart Features Lamp

Bluetooth mesh network

controls up to 64 devices

Air Conditioner Home Screen Home View Washer

Integrated, Intuitive User Interface


Multi device control

Home view

Customer service

’14 Smart Features Portfolio



Smart Home Global Coverage in 2014

What’s Next?

Smart Home

Enhanced Product Experience & Portfolio

Smart Home: What’s Next?

Living Kitchen

Open Ecosystem

Smart Home: What’s Next?

’14.

11

’14.

9

’15.

1

IFA (‘14.9) Dev.Forum CES

’14.

4

Smart Home

Launching

Site Open 3rd Party Demo Keynote speech

Samsung Smart Home…

In Tune With People’s

Changing Lives

To Be #1.

Smart Home Mission

Thank You

Documents

Samsung Smart Appliances - Teletogetheraod.teletogether.com/sec/20140519/SS_Investors_Forum_2014_session... · Samsung Smart Appliances Portfolio . ... Global Market Size Source: