三星电子2026战略：8亿台设备接入Gemini AI，折叠屏市场迎关键转折点

Core Insights - Samsung Electronics plans to double the number of mobile devices equipped with Google's Gemini AI features by the end of this year, aiming to expand from 400 million devices to 800 million by 2026 [1][2] - The company is enhancing its collaboration with Google to maintain its leadership in the Android ecosystem against competitors like Apple and Chinese brands [2] - Samsung is also integrating Gemini AI into its home appliances and televisions, showcasing advancements at CES 2026 [2] Group 1 - Samsung has successfully deployed Gemini AI features to approximately 400 million devices, including smartphones and tablets, by the end of last year [1] - The brand recognition of Galaxy AI has increased from 30% to 80% within a year, indicating growing consumer awareness [1] - The company anticipates a higher adoption rate of AI technologies within the next six months to a year [1] Group 2 - Roh acknowledged the unprecedented global shortage of memory chips affecting various consumer electronics, including smartphones and televisions [3] - There is a possibility of raising product prices due to the surge in memory chip prices, which is deemed unavoidable [3] - Samsung holds nearly two-thirds of the foldable smartphone market share as of Q3 2025, despite facing competition from Huawei and Apple [3]