Samsung to double mobile devices powered by Google’s Gemini to 800m units this year

Samsung Electronics plans to double this year the number of its mobile devices with AI features powered by Google’s Gemini. Its co-CEO said this move would give the US firm an edge over rivals. The global race in artificial intelligence is heating up.

The South Korean company had rolled out Gemini-backed AI features to about 400 million mobile products by last year. These included smartphones and tablets. The company plans to boost that figure to 800m in 2026.

“We will apply AI to all products, all functions, and all services as quickly as possible,” TM Roh said. He mentioned this in his first interview with Reuters since becoming Samsung Electronics co-CEO in November.

The world’s largest backer of Google’s Android mobile platform has a plan. It is set to give a major boost to Google. Google is their developer. They are locked in a race with OpenAI and others. The aim is to attract more consumer users to their AI model.

Samsung aims to reclaim its lost crown from Apple in the smartphone market. The company also plans to fend off competition from Chinese rivals in mobile telephones, televisions, and home appliances. All these efforts are overseen by Roh.

It will offer integrated AI services across consumer products. This aims to widen its lead over Apple in such features. However, Apple was set to be the top smartphone maker last year, according to market researcher Counterpoint.

AI race

Alphabet’s Google launched the latest version of Gemini in 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.

Roh expects the adoption of AI to accelerate, as Samsung’s surveys on awareness of its Galaxy AI brand jumped to a level of 80 per cent from about 30pc 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.

‘Not immune’ to memory chip shortage

A global shortage of memory chips benefits Samsung’s mainstay semiconductor business. However, it pressures margins on the smartphone business, which is its second-largest revenue source.

“This situation is unprecedented,” Roh said. “No company is immune to its impact. 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. He mentioned that some impact was “inevitable” from a surge in memory chip prices. However, 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 the global smartphone market will shrink next year. The memory chip shortage threatens to drive up phone prices.

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. However, he 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 mentioned this 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, expected to launch its first foldable phone this year.