unveil the Galaxy S26 series in late February. Speculations indicate that Galaxy AI will be a central theme of the event, as is typical for any flagship smartphone, especially from Samsung. Samsung introduced its Galaxy AI platform before Apple launched Apple Intelligence. Ironically, while Samsung aims to captivate consumers with innovative AI features, such as a Bixby-Perplexity assistant to rival Gemini, artificial intelligence could also adversely affect Samsung. Following earlier reports that increases in memory and storage prices will influence smartphone costs next year, including high-end models like the Galaxy S26 series, a new report from Korea highlights an unforeseen twist for Samsung, which may affect the pricing of the Galaxy S26.
As reported by SEDaily, Samsung’s semiconductor division (Samsung DS) and the Mobile Experience division (Samsung MX) are in disagreement over a vital smartphone component — the low-power DRAM (LPDDR) used in devices such as the Galaxy S26 models and other Galaxy-branded products. Samsung MX has been attempting to secure a long-term agreement with Samsung DS, but the latter is inclined to focus on what appears to be assured profits from the AI sector rather than guaranteeing its counterpart access to reasonably priced RAM.
Reportedly, Samsung DS is concentrating on restructuring its production processes to maximize high-margin products, including high-bandwidth memory (HBM) and the mobile memory chips that Samsung MX requires. AI companies are also seeking the same variety of mobile memory from suppliers. The semiconductor division aims to capitalize on the memory “super cycle” generated by the AI industry.
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