Samsung's TV Business: Tariff-Proof and Thriving!

Ladies and gentlemen, buckle up! We're diving into the world of TVs, and Samsung Electronics is leading the charge. The company just announced that its TV business is less affected by US tariffs than its rivals. Let me tell you why this is a game-changer!

First things first, Samsung is the undisputed king of the TV market. They've held the number one spot for 19 consecutive years, and in 2024, they captured a whopping 28.3% market share. That's right, folks, nearly a third of the global TV market is dominated by Samsung. And they're not slowing down anytime soon.



Now, let's talk about their diversification strategy. Samsung isn't just sitting pretty with their market share; they're innovating and expanding. They've solidified their leadership in the premium ($2,500+) and ultra-large (75-inch and above) segments. In the premium segment, they captured a 49.6% market share, and in the ultra-large category, they led with a 28.7% market share. This means they're not just selling TVs; they're selling experiences.

But here's where it gets interesting. Samsung's focus on premium and ultra-large screen segments helps mitigate the impact of US tariffs. Why? Because these segments are less price-sensitive. People who are willing to spend $2,500+ on a TV aren't going to be deterred by a few extra dollars due to tariffs. They want the best, and Samsung delivers.

And let's not forget about their innovation. Samsung's AI-powered TVs, like Vision AI, are revolutionizing the way we watch TV. By analyzing user preferences, intent, and habits, Vision AI delivers a seamlessly personalized viewing experience. This is the future, folks, and Samsung is leading the charge.

Now, let's talk about their leadership in the QLED and OLED segments. Samsung captured a 46.8% market share in the QLED segment with 8.34 million units sold, and a 27.3% market share in the OLED segment with 1.44 million units sold in 2024. This dominance allows them to maintain a strong market presence and customer loyalty, even in the face of potential tariff-induced price increases.

And here's the kicker: Samsung's strong financial performance and extensive R&D investments allow them to absorb some of the cost increases without significantly impacting their profit margins. They reported KRW 300.9 trillion in annual revenue and KRW 32.7 trillion in operating profit for 2024. This financial strength enables them to maintain competitive pricing strategies and continue investing in technological advancements.

So, what does this mean for you, the investor? It means that Samsung's TV business is tariff-proof and thriving. They're innovating, expanding, and dominating the market. And with their strong financial performance and extensive R&D investments, they're well-positioned to weather any storm.

So, do this: BUY SAMSUNG! Their TV business is a no-brainer, and their leadership in the QLED and OLED segments is a competitive advantage that can't be ignored. Don't miss out on this opportunity, folks. Samsung is the future of TVs, and they're leading the charge.

Ask Aime: Why is Samsung's TV business less affected by US tariffs?