Samsung Electronics plans to double the number of mobile devices powered by Google's Gemini AI to 800 million units this year, according to its co-CEO, TM Roh. This ambitious goal aims to give Samsung an edge over competitors in the rapidly evolving AI landscape. By the end of 2025, the company had already integrated Gemini-backed AI features into approximately 400 million mobile products, including smartphones and tablets. The strategy is to leverage AI across all products, functions, and services, as Roh emphasizes the importance of rapid implementation. This move is significant as it positions Samsung as a leader in the AI race, competing with tech giants like OpenAI and Alphabet's Google. The company's focus on AI integration is a response to the growing consumer demand for AI-powered features, as evidenced by a surge in awareness of Samsung's Galaxy AI brand, reaching 80% in just one year. However, Samsung is not immune to challenges. The global memory chip shortage, a boon for its semiconductor business, puts pressure on smartphone margins. Roh acknowledges the impact on product pricing and highlights the need for long-term strategies to mitigate these effects. Despite the market challenges, Samsung is optimistic about the future of foldable phones, a segment it pioneered in 2019. The company expects this market to go mainstream in the next two to three years, with a high rate of users opting for foldable phones for their next purchase. This expansion is crucial for Samsung's dominance in the smartphone market, where it aims to reclaim its lost crown from Apple and fend off Chinese competitors.
