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How Samsung’s AI Drive Helps Alphabet’s (GOOGL) Gemini Ambitions
Yahoo Finance· 2026-01-07 11:50
Alphabet Inc. (NASDAQ:GOOGL) is one of the 8 best American stocks to buy and hold in 2026. On January 5, Alphabet Inc. (NASDAQ:GOOGL) investors received positive news from South Korea, where Samsung’s leadership announced it planned to double the number of smartphones offering Google Gemini-backed ‘Galaxy AI’ features, as reported by Reuters. This would take the total number of mobile devices using Gemini-powered AI to 800 million. Google Samsung’s move is set to boost Alphabet’s plans to compete with O ...
三星加速AI布局:今年计划AI移动设备产量翻番至8亿台
Huan Qiu Wang Zi Xun· 2026-01-06 06:22
来源:环球网 【环球网科技综合报道】1月6日消息,在全球人工智能竞争愈发白热化的当下,三星电子正积极发力,计划在今年大幅扩充人工智能移动设备的产量。据路 透社报道,三星电子联合首席执行官近日透露,公司今年计划将搭载"Galaxy AI"功能的移动设备数量翻一番,达到8亿台,这一举措有望助力相关合作方在 激烈的市场竞争中抢占先机。 据悉,三星搭载"Galaxy AI"功能的移动设备主要由谷歌的Gemini技术提供支持。去年,三星已将Gemini支持的AI功能推广至约4亿部移动产品,涵盖智能手 机和平板电脑等。按照规划,到2026年,这一数字将进一步提升至8亿。三星此次提出今年产量翻番的目标,无疑是在加速推进其AI战略布局。 人工智能的普及速度正在加快。三星针对Galaxy AI品牌开展的认知度调查结果显示,仅用一年时间,该品牌在消费者中的认知度就从约30%大幅跃升至 80%。 三星联合首席执行官还指出,尽管目前人工智能技术在一些方面可能仍让人存疑,但在未来六个月到一年内,这些技术将会得到更广泛的应用。(青山) ...
Samsung’s Plan to Wreck Apple
Yahoo Finance· 2026-01-05 14:15
Stephanie Keith / Getty Images Apple Inc. (NASDAQ: AAPL) does not have artificial intelligence integrated into its iOS. People who want some semblance of that, even though it is incomplete, must download an app from OpenAI, Google, or others. Apple keeps promising that an AI-integrated product is on the way. Maybe this year. 24/7 Wall St. Key Points For the time being, Apple Inc. (NASDAQ: AAPL) lacks an AI-integrated product. Samsung aims to take smartphone market share from Apple by releasing 800 mi ...
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
Zhi Tong Cai Jing· 2026-01-05 11:57
三星电子(SSNLF.US)联席首席执行官TM Roh在接受采访时透露,该公司计划于今年内将搭载谷歌 (GOOGL.US)Gemini AI功能的移动设备数量实现翻倍增长。据其介绍,截至去年年底,三星电子已成功 将Gemini AI功能推广至约4亿台设备,覆盖智能手机与平板电脑两大品类。根据规划,到2026年,这一 数字将进一步扩大至8亿台,通过快速迭代将AI推向几乎全线产品和服务体系。 Roh表示:"我们会尽快把AI应用到所有产品、所有功能以及所有服务中。三星电子的内部调研显示, 其Galaxy AI的品牌认知度在一年内从30%跃升至80%。尽管眼下AI技术可能还显得有些令人存疑,但在 六个月到一年之内,这些技术的普及度将会更高。" Roh指出,搜索是手机上使用频率最高的AI功能,但消费者也会使用生成式AI的编辑与生产力工具,以 及AI翻译和摘要功能。据了解,Galaxy AI是三星电子对其人工智能功能套件的统称,其中包括由谷歌 Gemini模型和三星电子自家Bixby提供支持的功能,用于执行不同的任务。 值得一提的是,三星电子选择深化与谷歌的合作,以应对苹果(AAPL.US)和中国手机品牌在AI领域的影 ...
激进押注AI!三星计划将搭载Gemini的移动设备数量翻番至8亿台,全面迎战苹果
Hua Er Jie Jian Wen· 2026-01-05 07:22
三星电子计划在2026年大幅扩大其人工智能战略布局,将搭载谷歌 Gemini大模型的移动设备产量翻倍至8亿台。 这一激进的扩张计划,配合其在高带宽内存(HBM)技术上的突破性进展,标志着这家韩国科技巨头正向苹果公司及芯片领域的竞争对手发起全 面反攻,推动其股价周一大涨7%。 深化与谷歌联盟 押注AI普及 作为谷歌 安卓生态系统的核心盟友,三星激进的设备扩张计划将直接加剧硅谷的AI模型之争。Alphabet旗下的谷歌于去年11月推出了最新版本的 Gemini 3,在多项行业指标上处于领先地位。 据媒体报道,为了应对Gemini 3,OpenAI CEO Sam Altman曾在内部发布"红色代码",暂停非核心项目以加速开发,并随后推出了GPT-5.2模型。 TM Roh指出,三星关于Galaxy AI品牌认知度的调查显示,该数据在短短一年内从30%跃升至80%,表明AI的采用正在加速。虽然目前搜索仍是手 机上使用频率最高的AI功能,但消费者对图像生成的编辑工具、生产力工具以及翻译和摘要功能的使用也日益频繁。三星希望通过在这些领域的 领先优势,在与苹果公司的竞争中确立差异化壁垒。 全面迎战苹果公司与中国竞争对手 ...
AI手机被炒到3.6万元,iPhone会是下一个诺基亚?
创业邦· 2025-12-26 03:20
Core Viewpoint - The emergence of AI smartphones, exemplified by Nubia's M153 model featuring ByteDance's Doubao model, signifies a potential revolution in the smartphone industry, challenging traditional players like Apple and Samsung [5][6][13]. Group 1: AI Smartphone Impact - The AI smartphone aims to streamline user experiences by integrating various applications into a single interface, potentially replacing the need for multiple apps [11][12]. - The rapid sell-out of the M153 model and its subsequent high resale prices indicate a strong market demand for AI-integrated devices [5][6]. - Traditional smartphone manufacturers are at risk of becoming obsolete if they do not adapt to the AI trend, similar to Nokia's decline in the past [7][10]. Group 2: Challenges for Traditional Manufacturers - Apple and Samsung are facing innovation stagnation, leading to concerns about their ability to compete in the AI smartphone market [10][20]. - Apple's focus on privacy and a cautious approach to AI development may hinder its competitiveness, as it lags behind in integrating advanced AI capabilities [22][21]. - Samsung's reliance on external AI models and its struggles in the memory chip market further complicate its position in the evolving landscape [22][24]. Group 3: Future of the Smartphone Industry - The competition in the smartphone industry is shifting from hardware superiority to AI capabilities, with companies needing to become digital agents for users [26][28]. - The potential for collaboration between AI firms and smartphone manufacturers could lead to innovative products that redefine user experiences [29]. - The ultimate goal of AI smartphones is to create devices that understand user preferences and habits, potentially transforming the relationship between users and technology [30].
豆包手机引发的思考:AgentVS超级App,AI公司VS手机厂商
新财富· 2025-12-16 08:22
Core Viewpoint - The launch of the Doubao mobile assistant by ByteDance represents a significant step towards the realization of system-level AI agents, challenging the dominance of super apps like WeChat and Alipay in the mobile ecosystem [2][14][27] Group 1: Doubao Mobile Assistant Launch - On December 1, ByteDance's Doubao team released a technical preview of the Doubao mobile assistant, which collaborates deeply with phone manufacturers at the operating system level to enable cross-application automation [2] - The initial batch of 30,000 units sold out instantly, but within two days, major super apps like WeChat, Alipay, Taobao, and Meituan blocked the Doubao mobile assistant [3] Group 2: AI Agent Development - The Doubao mobile assistant demonstrates the feasibility of GUI agents, completing a closed-loop attempt for AI phones, but raises questions about its practical utility in real-world scenarios [5] - The evolution of AI agents has transitioned from fixed scripts and rule engines to a stage where GUI intelligent agents can understand and operate across applications, as seen with advancements from companies like Microsoft and Anthropic [6][7] Group 3: System-Level Agent vs. Super Apps - The system-level agent can understand user intent and orchestrate multiple apps, moving the focus from an app-centric model to a user-intent-centric model [8][10] - The core advantages of system-level agents include the ability to organize tasks across multiple apps and theoretical platform neutrality, alleviating long-standing issues like fragmented cross-app processes [11][12] Group 4: Industry Dynamics and Conflicts - The emergence of the Doubao mobile assistant has highlighted the conflict between system-level agents and super apps, with super apps responding defensively to protect their user entry points [14][15] - The long-term outcome may not be the elimination of one model over the other, but rather a redefinition of power boundaries and responsibilities between system-level agents and super apps [17] Group 5: Manufacturer Strategies - Different manufacturers are adopting varied strategies regarding AI agents, with Huawei integrating agents into its operating system, Xiaomi focusing on ecosystem integration, and Apple maintaining a single official agent [19][23][24] - The competitive landscape suggests a future where multiple agents coexist in the Android ecosystem, while iOS maintains a clearer structure with one official agent and several plugins [24][25]
三星首款三折叠Galaxy Z TriFold国内亮相,Galaxy AI落到10英寸大屏上丨最前线
3 6 Ke· 2025-12-11 13:07
Core Insights - Samsung has unveiled its first tri-fold smartphone, the Galaxy Z TriFold, featuring a 10-inch foldable screen [1] - The device supports dual unfolding operations and has a thickness of approximately 3.9 mm when fully opened, making it one of the thinnest Galaxy models [1] - The Galaxy Z TriFold is equipped with advanced AI functionalities that enhance user experience through features like photo editing and web summarization [1][3] Design and Usability - The Galaxy Z TriFold's design allows for multiple applications to run simultaneously on the large screen, facilitating multitasking [3] - Users can customize their interface by adjusting application sizes and layouts, catering to personal preferences [3] - The device can be rotated for a vertical view, enhancing usability for web browsing and document reading [3] Hardware Specifications - The smartphone is powered by the Snapdragon 8 Gen 2 mobile platform, ensuring robust performance for various applications [5] - It features second-generation dynamic AMOLED screens with high resolution, peak brightness, and a 120Hz adaptive refresh rate [5] - The device includes a 5600 mAh battery with 45W fast charging capabilities, improving overall battery life [5] Camera and Imaging - The Galaxy Z TriFold boasts a rear camera system led by a 200-megapixel main sensor, designed for diverse shooting scenarios [5] - It incorporates an enhanced low-light performance engine that optimizes brightness and color based on shooting conditions [5] Software and Features - Samsung DeX can now run independently on the Galaxy Z TriFold, allowing users to create multiple desktops and run several applications simultaneously [7] - The device can connect to external displays for an enhanced PC-like experience, improving productivity [7] Pricing and Availability - The Galaxy Z TriFold is available for pre-order, with the 16GB+512GB version priced at 19,999 yuan and the 16GB+1TB version at 21,999 yuan [7]
“进博会是全球创新落地中国的桥梁”
Ren Min Ri Bao· 2025-11-06 22:11
Core Insights - The China International Import Expo (CIIE) has significantly amplified its spillover effects over the past eight years, providing a platform for companies like Samsung to showcase innovations and connect global innovations with Chinese consumer demands [1][4] Group 1: Innovation and Product Development - Samsung has continuously innovated, showcasing products like the lightweight foldable smartphone W26, which has evolved from a concept to a consumer choice in China [2] - The company introduced its first 115-inch Micro RGB TV at this year's expo, demonstrating advancements in display technology [2] - Samsung's AI Home solution was presented, featuring various AI modules that enhance smart home experiences, such as a refrigerator that recognizes ingredients and optimizes temperature control [2][3] Group 2: Consumer-Centric Approach - Samsung is focused on meeting the evolving needs of Chinese consumers by launching products tailored to local market characteristics, such as the Galaxy Ring for health monitoring and AI-driven home appliances [3] - The AI washing and drying machine utilizes heat pump technology for efficient cleaning while preserving fabric quality, catering to consumer preferences for smart home solutions [3] Group 3: Investment and Supply Chain Strategy - Over the past eight years, Samsung has adjusted its investment strategy in China, with a total investment nearing $55 billion by the end of 2024, focusing on advanced industries [4] - The company has established a leading MLCC factory in Tianjin, which began mass production in 2021, addressing the high demand for electronic components in various sectors [5] - Samsung is enhancing local supply chains by collaborating with suppliers to improve production capabilities and quality management, contributing to the high-quality development of China's industrial chain [5]
三星连续8年参展,不断实现展品变商品 “进博会是全球创新落地中国的桥梁”
Ren Min Ri Bao· 2025-11-06 22:03
Core Insights - The China International Import Expo (CIIE) has significantly amplified its spillover effects over the past eight years, providing a platform for companies like Samsung to showcase innovations and connect global innovations with Chinese consumer demands [1] Group 1: Innovation and Technology - Samsung showcased its advancements in various fields including display technology, smart home appliances, semiconductors, mobile communication, and the Internet of Things (IoT) at this year's CIIE, emphasizing AI-driven innovations that transform future living into tangible experiences [1] - The company introduced the latest foldable smartphone W26, which has evolved from a concept to a popular choice among Chinese consumers since its first launch in 2019 [2] - Samsung's new 115-inch Micro RGB TV and AI Home solutions were also highlighted, demonstrating the company's commitment to enhancing consumer experiences through advanced display technologies and smart home integration [2] - The Galaxy AI feature, which will be expanded to over 400 million devices by the end of 2025, enhances user interaction and daily life convenience [2] Group 2: Consumer-Centric Approach - Samsung is focused on meeting the evolving needs of Chinese consumers by launching products tailored to local market characteristics, including AI capabilities for smart responses and document assistance [3] - The Galaxy Ring, a smart health monitoring device, and an AI washing and drying machine were showcased, reflecting the growing consumer interest in smart home appliances [3] Group 3: Investment and Supply Chain - Over the past eight years, Samsung has adjusted its investment strategy in China, with a total investment nearing $55 billion by the end of 2024, of which nearly 90% is directed towards advanced industries [4] - The establishment of a leading MLCC factory in Tianjin and subsequent investments in OLED production lines and battery manufacturing have strengthened Samsung's position in high-end manufacturing [5] - Samsung plays a pivotal role in enhancing the local supply chain by collaborating with suppliers to improve production capabilities and promote green supply chain initiatives [5]