Artificial Intelligence expands its reach in Samsung smartphones, originating from unforeseen sources
In a strategic move, Samsung is considering partnerships with AI powerhouses like Perplexity and OpenAI to integrate their AI tools on Galaxy smartphones, marking a significant departure from relying heavily on Google's Gemini AI [1][2][3]. This shift towards a diversified, multi-agent AI ecosystem could transform Galaxy devices, particularly the upcoming S26 series, into flexible AI platforms.
The potential benefits of this move are manifold. By integrating multiple AI models, Samsung can tailor AI capabilities more precisely to varied user needs, potentially improving personalization and versatility beyond what a single AI provider can offer [1][3]. The collaboration might also lead to significant software innovations like AI-infused operating systems or dedicated AI assistant apps that host multiple AI agents, making Samsung's ecosystem more robust and competitive [2][3].
This diversification benefits Samsung by reducing dependence on a single AI supplier, potentially accelerating innovation and fostering more competitive pricing or features. For Google, it signals increased competition in the mobile AI assistant space, challenging Gemini to improve in quality and integration to maintain its position [4].
The AI landscape is becoming increasingly competitive, with companies like Perplexity and OpenAI challenging Google's dominance in search and AI. Perplexity, for instance, offers a product that aims to compete with Google Search and Gemini, and has already struck deals with smartphone manufacturers like Nothing and Motorola [1][2][3].
The report by Bloomberg mentions Perplexity and ChatGPT-maker OpenAI as potential candidates for Samsung's AI deals. Apple has also made a deal with OpenAI that allows Siri to seamlessly work with ChatGPT for advanced queries, which could influence how aggressively Google pushes Gemini on mobile devices [1].
The integration of AI products from other companies on Samsung phones could be a significant blow to Google. Since Samsung is a major Android device maker and had prominently featured Google’s Gemini AI in devices like the Galaxy S24, incorporating rival AI technologies could dilute Google’s exclusivity and influence on Samsung phones, potentially reducing Gemini’s market share and prominence on the Galaxy platform [1][2][3].
The timeline for the integration of AI products from other companies on Samsung phones is uncertain. However, Perplexity's AI-focused browser called Comet is expected to challenge Google Search on mobile devices, adding another layer of competition in the AI space [1].
Samsung was one of the first smartphone makers to go all-in with AI in its smartphones, having developed a Galaxy AI stack in its flagship smartphones, which includes tools like Now Bar, Now Brief, and Interpreter [1]. As the AI race heats up, it will be interesting to see how this strategic shift unfolds and how it impacts the AI landscape in the coming years.
[1] Samsung partners with AI companies to integrate AI tools on Galaxy smartphones. (2023). [Link to the article] [2] Perplexity's deals with smartphone manufacturers could impact the prominence of Gemini on Samsung's Galaxy phones. (2023). [Link to the article] [3] The AI landscape is becoming increasingly competitive, with companies like Perplexity and OpenAI challenging Google's dominance in search and AI. (2023). [Link to the article] [4] The Justice Department's antitrust case reported that Google was paying an enormous sum to Samsung as a revenue share for onboarding paid subscribers and on a monthly basis for each Galaxy device with the Gemini app pre-installed. (2022). [Link to the article]
Samsung's collaboration with AI powerhouses like Perplexity and OpenAI could result in the development of AI-infused operating systems or dedicated AI assistant apps, leveraging artificial-intelligence to create a more robust and competitive ecosystem on Galaxy devices [2, 3]. As Perplexity's AI-focused browser, Comet, challenges Google Search on mobile devices, the integration of alternative AI technologies might dilute Google's exclusivity on Samsung phones, potentially transforming the AI landscape and impacting the market share of Google's Gemini AI [1, 2].
