Samsung is betting big on HVAC as its next revenue driver, unveiling AI-powered climate control systems at North America's largest trade show. At the AHR Expo in Las Vegas, the tech giant showcased the DVM S2+, a commercial air-conditioning unit with on-device AI that adapts in real time to cut energy use while maintaining comfort. The move signals Samsung's ambition to become a top-tier player in the $70 billion North American HVAC market, which the company expects to grow 5% annually as sustainability regulations tighten.
Samsung just made its clearest play yet for the climate control market, and it's banking on AI to win. At the International Air-Conditioning, Heating, Refrigerating Exposition (AHR Expo) in Las Vegas last week, the company rolled out its most advanced HVAC lineup to date, headlined by the DVM S2+ commercial system that learns from its surroundings to slash energy bills. It's a strategic pivot for a company better known for smartphones and semiconductors, but one that could unlock serious revenue as buildings worldwide race to meet decarbonization targets.
The numbers tell the story. North America represents the world's second-largest HVAC market, with residential accounting for 70% and commercial taking 30%, according to Hye-seong Baek, Vice President of Samsung's Digital Appliances Business, in an interview with Samsung Newsroom. Samsung's projecting steady 5% annual growth as environmental regulations force the industry away from high-GWP refrigerants and fixed-speed compressors toward efficient inverter heat pumps.
The DVM S2+ sits at the heart of Samsung's commercial strategy. Unlike traditional systems that react to thermostat commands, this one deploys on-device AI that continuously monitors temperature, humidity and occupancy patterns to predict optimal settings before conditions shift. The result is what Samsung calls "minimal energy consumption while delivering optimal indoor comfort" - corporate speak for lower utility bills without sacrificing performance. The system learns building-specific usage patterns over weeks and months, getting smarter the longer it runs.
