gemini

South Korean tech giant Samsung plans to double the number of mobile devices featuring Google Gemini, from 400 to 800 units by 2026. CEO TM Roh says the move will give the company a competitive edge, especially as the global AI race accelerates this year.

AI Will Be in Every Product, Says Samsung's CEO
In an exclusive interview with Reuters, Roh revealed that Samsung aims to integrate artificial intelligence across all its products — including smartphones, tablets, and home appliances — as quickly as possible.
“This technology may seem uncertain right now, but within 6 to 12 months, AI will be everywhere,” Roh stated.
Samsung, a key partner of Google’s Android ecosystem, expects the ramp-up of Gemini-powered devices to also support Google's broader AI strategy — particularly in its intense battle with OpenAI.

Google vs OpenAI: The Battle for AI Dominance
Samsung’s push aligns with Google’s recent launch of Gemini 3 in November 2025, which showcased significant improvements across several AI performance benchmarks.
In response, Sam Altman, CEO of OpenAI, reportedly issued an internal order to pause all non-essential projects and redirect full focus toward accelerating the development of GPT-5.2, which was released just weeks later.

Galaxy AI Brand Recognition Surges
Samsung also reported a surge in awareness for its “Galaxy AI” brand — from 30% to over 80% in recent months. The company sees this momentum as key to staying ahead of Apple in the AI-enabled smartphone market.

Samsung Stock Soars 7.5% on Chip Shortage Boost
Samsung’s stock jumped 7.5% to $95.42 (approx. 138,100 KRW) on Monday, with investors optimistic ahead of the company’s upcoming quarterly earnings report. The rise in profit expectations is partly due to the ongoing global chip shortage.
While Roh noted that higher chip prices may push up the cost of consumer products, he emphasized that Samsung’s semiconductor division is well-positioned to benefit. Still, he warned that no company is immune to the wider impacts of component shortages, especially in home appliance manufacturing.

Foldables: Samsung Dominates, but Apple Is Coming
According to Counterpoint, Samsung held nearly two-thirds of the foldable smartphone market in Q3 2025. Roh added that users of foldable phones tend to stick to the same design in future purchases, although he didn’t elaborate further.
Meanwhile, Apple is expected to launch its first foldable iPhone in 2026, while Chinese brands like Huawei are also ramping up competition.

One-Minute Summary:
Samsung to double Gemini-equipped devices in 2026 (800 units)AI integration planned across all product linesGalaxy AI awareness surged from 30% to 80%Stock rose 7.5% amid global chip shortageSamsung leads foldables, but faces pressure from Apple and Huawei

#Samsung , #Google , #Gemini , #AI , #technews

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