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Samsung to double its AI mobile devices to 800 million units in 2026

Daniel Nenni

Admin
Staff member
Samsung co-CEO T.M. Roh said Samsung will apply AI to all products, functions and services as quickly as possible.

Samsung co-CEO T.M. Roh said Samsung will apply AI to all products, functions and services as quickly as possible.

SEOUL – Samsung Electronics plans to double in 2026 the number of its mobile devices with “Galaxy AI” features largely powered by Google’s Gemini, said its co-chief executive, which would give Google an edge over rivals as the global race in artificial intelligence heats up.

The South Korean company – which had rolled out Gemini-backed AI features to about 400 million mobile products, including smartphones and tablets, by 2025 – plans to boost that figure to 800 million in 2026.

“We will apply AI to all products, all functions and all services as quickly as possible,” Dr T.M. Roh told Reuters in his first interview since becoming Samsung Electronics co-CEO last November.

The plan by the world’s largest backer of Google’s Android mobile platform is set to give a major boost to its US developer, Google, which is locked in a race with OpenAI and others to attract more consumer users to its AI model.

Samsung seeks to reclaim its lost crown from Apple in the smartphone market and fend off competition from Chinese rivals not only in mobile telephones, but also in televisions and home appliances, all overseen by Dr Roh.

It will offer integrated AI services across consumer products to widen its lead over Apple in such features, though the latter was set to be the top smartphone maker in 2025, according to market researcher Counterpoint.

AI race​

Alphabet’s Google launched the latest version of Gemini last November, highlighting Gemini 3’s lead on several popular industry measures of AI model performance.

In response to Gemini 3, OpenAI CEO Sam Altman reportedly issued an internal “code red”, pausing non-core projects and redirecting teams to accelerate development. The ChatGPT-maker launched its GPT-5.2 AI model a few weeks later.

Dr Roh expects the adoption of AI to accelerate, as Samsung’s surveys on awareness of its Galaxy AI brand jumped to 80 per cent from about 30 per cent in just one year.

“Even though the AI technology might seem a bit doubtful right now, within six months to a year, these technologies will become more widespread,” he said.

While search is the most used AI feature on phones, consumers also frequently use a range of generative AI editing and productivity tools for images and others, as well as translation and summary features, he said.

Galaxy AI is Samsung’s term for its suite of AI features, including those powered by both Google’s Gemini model and Samsung’s own Bixby for different tasks.

Samsung shares ended up 7.5 per cent on Jan 5, as the company is set to flag a profit jump for the fourth quarter later this week, fuelled by a global chip shortage.

‘Not immune’ to memory chip shortage​

A global shortage of memory chips is a boon to Samsung’s mainstay semiconductor business, but it pressures margins on the smartphone business, the firm’s second-largest revenue source.

“As this situation is unprecedented, no company is immune to its impact,” Dr Roh said, adding that the crisis affects not only mobile phones, but also other consumer electronics, from TVs to home appliances.

He did not rule out raising product prices, saying some impact was “inevitable” from a surge in memory chip prices, but Samsung, the world’s No. 1 TV-maker, is working with partners on longer-term strategies to minimise the impact.

Market researchers such as IDC and Counterpoint predict that the global smartphone market will shrink in 2027, as the memory chip shortage threatens to drive up phone prices.

Dr Roh said the market for foldable phones that Samsung pioneered in 2019 has been growing slower than expected.

He attributed this to the engineering complexities and lack of applications suitable for the hardware design, but expected the segment to go mainstream in the next two or three years.

A “very high” rate of foldable phone users opt for the same segment for their next purchase, he said, but gave no details.

Samsung controlled nearly two-thirds of the foldable smartphone market in the third quarter of 2025, according to Counterpoint.

But it faces competition from Chinese companies such as Huawei, as well as Apple, which is expected to launch its first foldable phone in 2026.

 
Google really has upped their AI game. If I had to bet on who would win the AI revenue race between Google, OpenAI, Xai, and the others I would bet on Google since they have so much more access to our data. Xai would be second since Elon's companies have a lot of our data as well. Open AI third since they were the first out of the chute. So that is my Win, Place, and Show.

Google definitely has the best custom AI silicon in production. Elon/Tesla would be second. OpenAI/Broadcom silicon is under development but my guess is that it will be a winner. Semiconductor competition like this results in innovation, absolutely. The big winner of course is TSMC who will make the vast majority of these chips!
 
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