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Samsung's AI Push Targets Apple's Smartphone Lead

Financial Times Companies •
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Samsung Electronics is aggressively pursuing strategic partnerships with leading AI firms to embed diverse AI models directly into its smartphones, aiming to close the gap on Apple's dominance in the global market. Consumer device chief TM Roh confirmed the company is actively exploring collaborations with major AI players, including OpenAI, following the recent integration of Perplexity AI search into its mobile OS. This move underscores a critical shift: Samsung's research indicates consumers increasingly rely on multiple AI services rather than a single platform, presenting an opportunity for Galaxy devices to differentiate themselves. Apple, lagging in rolling out many AI features unveiled last year, faces mounting pressure as Samsung leverages its earlier preparation in mobile AI development.

With global smartphone shipments projected to decline 12% in 2026, manufacturers are pivoting towards AI-powered features as the key differentiator in a market where hardware upgrades offer diminishing returns. Samsung's S26 lineup, featuring Perplexity integration and Google Gemini models, showcases this strategy. The company also demonstrated a voice assistant capable of booking a taxi without user input, highlighting its push for seamless AI interaction. A $100 price increase for two S26 models reflects supply chain pressures, particularly the prioritization of high-bandwidth memory for AI data centers over smartphone chips.

This AI-driven competition is intensifying dealmaking between smartphone makers and AI firms, with OpenAI itself developing its own AI devices. Samsung's openness to multiple AI solutions and its focus on consumer choice represent a direct challenge to Apple's ecosystem strategy, setting the stage for a fierce battle over the next generation of smartphone intelligence.