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Samsung bets on multi-agent AI and hardware privacy to define the next smartphone era

Samsung bets on multi-agent AI and hardware privacy to define the next smartphone era

New Capabilities
By Newzino Staff | |

The Galaxy S26 series debuts three simultaneous AI assistants and a pixel-level privacy display as Samsung targets 800 million AI-enabled devices

2 days ago: Galaxy S26 pre-orders open; early demand tracking begins

Overview

Two years ago, Samsung declared its Galaxy S24 the 'world's first AI phone.' On February 25, the company unveiled the Galaxy S26 series in San Francisco with something more ambitious: three competing AI assistants running simultaneously on a single device, a display that physically blocks shoulder surfers at the pixel level, and a processor capable of 100 trillion operations per second. Samsung is no longer just adding AI features to phones—it is rebuilding the phone around AI as its organizing principle.

Key Indicators

$1,299
S26 Ultra starting price
Unchanged from the S25 Ultra, holding the line on pricing despite new hardware
100 TOPS
Neural processing power
The Snapdragon 8 Elite Gen 5's neural processing unit delivers 100 trillion operations per second, up 37% from the prior generation
800M
Target Galaxy AI devices by end of 2026
Samsung aims to double its AI-enabled device footprint from 400 million reached in 2025
3
Simultaneous AI assistants
Galaxy S26 ships with Bixby, Google Gemini, and Perplexity AI, each with its own wake word

Interactive

Exploring all sides of a story is often best achieved with Play.

Mark Twain

Mark Twain

(1835-1910) · Gilded Age · wit

Fictional AI pastiche — not real quote.

"They have contrived a screen to keep strangers from peering at your private communications, whilst simultaneously installing three separate artificial minds to burrow through your every thought and inclination — which is, I believe, the most complete and conscientious definition of privacy that commerce has yet produced."

Dorothy Parker

Dorothy Parker

(1893-1967) · Jazz Age · wit

Fictional AI pastiche — not real quote.

"Three AI assistants arguing over who handles your calendar — and not one of them clever enough to lie convincingly when you need an excuse to leave the party early."

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People Involved

TM Roh
TM Roh
President and Head of Mobile eXperience (MX) Business, Samsung Electronics (Led the Galaxy S26 launch at Unpacked 2026)
Won-Joon Choi
Won-Joon Choi
Executive Vice President, Samsung Electronics (Leading Galaxy AI ecosystem strategy)

Organizations Involved

Samsung Electronics
Samsung Electronics
Conglomerate / Semiconductor Manufacturer
Status: Launched Galaxy S26 series, pursuing 800 million AI device target

The world's largest smartphone manufacturer by unit volume and a major semiconductor producer, Samsung occupies a unique position in the AI race as both a chipmaker and device maker.

QU
Qualcomm
Semiconductor Company
Status: Supplying Snapdragon 8 Elite Gen 5 for Galaxy S26 series

Qualcomm designs the Snapdragon processors that power most premium Android phones, and its neural processing unit is the hardware foundation enabling on-device AI in the Galaxy S26.

Perplexity AI
Perplexity AI
AI Search Startup
Status: Integrated as third AI assistant in Galaxy S26

An AI-powered search engine that Samsung has embedded deeply into the Galaxy S26, giving it a 'Hey Plex' wake word and integration across Samsung's core apps.

Timeline

  1. Galaxy S26 pre-orders open; early demand tracking begins

    Product Launch

    Samsung opened pre-orders for the Galaxy S26 series on February 26, with retail availability set for March 11. Early reports indicate strong initial interest, though analysts note pre-order volume alone does not confirm sustained AI feature adoption.

  2. Samsung unveils Galaxy S26 series at Unpacked in San Francisco

    Product Launch

    Samsung launched the Galaxy S26, S26+, and S26 Ultra featuring the Snapdragon 8 Elite Gen 5 processor, Flex Magic Pixel privacy display, multi-agent AI system, and One UI 8.5. The S26 Ultra starts at $1,299. Pre-orders open February 26 with retail availability March 11.

  3. Samsung confirms Perplexity AI as third assistant on Galaxy S26

    Partnership

    Samsung announced Perplexity would join Bixby and Google Gemini as a co-equal AI assistant on the Galaxy S26, with its own 'Hey Plex' wake word and deep integration across Samsung's system apps.

  4. Samsung announces 800 million AI device target at CES

    Strategy

    At CES 2026, Samsung revealed plans to double its Galaxy AI-enabled device count from 400 million to 800 million by year's end, spanning phones, tablets, wearables, and appliances.

  5. Qualcomm unveils Snapdragon 8 Elite Gen 5 with 100 TOPS NPU

    Hardware

    Qualcomm announced its next-generation mobile processor with a 37% faster neural processing unit, enabling larger AI models to run entirely on-device.

  6. Galaxy S25 debuts with agentic AI and multimodal Bixby

    Product Launch

    Samsung launched the Galaxy S25 series with an upgraded Bixby that could understand images and take multi-step actions on behalf of users, marking a shift from passive AI tools to proactive assistants.

  7. Samsung expands Galaxy AI beyond smartphones

    Ecosystem

    Samsung rolled out Galaxy AI features to tablets, wearables, and other devices, beginning its push toward a cross-device AI ecosystem.

  8. Google launches Pixel 9 with Gemini Nano on-device AI

    Competition

    Google released the Pixel 9 series built around its Gemini AI model, running a compact version directly on the device via the Tensor G4 chip.

  9. Apple announces Apple Intelligence at WWDC

    Competition

    Apple revealed its on-device AI platform, Apple Intelligence, for iPhones, iPads, and Macs, entering the smartphone AI race five months after Samsung. Apple emphasized privacy and on-device processing as its differentiators.

  10. Samsung launches Galaxy S24 as 'world's first AI phone'

    Product Launch

    Samsung unveiled the Galaxy S24 series with Galaxy AI features including live translation, AI photo editing, and Circle to Search. The company positioned AI as the primary selling point of a flagship phone for the first time.

Scenarios

1

Multi-agent AI becomes the Android standard

Discussed by: Android Authority, Counterpoint Research, and mobile industry analysts

Samsung's approach of offering multiple AI assistants with different strengths—Bixby for device control, Gemini for general knowledge, Perplexity for research—proves popular with users and becomes the template other Android manufacturers adopt. This would position Samsung as the platform that defined how AI works on phones, similar to how Apple defined the touchscreen smartphone. The trigger would be measurable user engagement data showing people actively switching between assistants for different tasks rather than defaulting to one.

2

AI features fail to drive upgrades, Samsung holds flat

Discussed by: IDC, Canalys, and industry analysts tracking smartphone replacement cycles

Despite Samsung's AI investments, most consumers cannot articulate what Galaxy AI does differently from their current phone. The smartphone market contracts roughly 1-3% in 2026 as analysts project, and AI features prove insufficiently compelling to shorten upgrade cycles. Samsung maintains market share but sees no AI-driven sales surge comparable to the Galaxy S24's initial AI novelty boost of 35% year-over-year growth.

3

Apple's AI catch-up neutralizes Samsung's lead

Discussed by: Tom's Guide, Built In, and Apple-focused analysts

Apple's iPhone 17 series, expected later in 2026, ships with a significantly upgraded Siri powered by partnerships with Google, Anthropic, or OpenAI, closing the AI capability gap Samsung opened in 2024. Apple's ecosystem lock-in and brand loyalty mean that once AI features reach parity, Samsung loses its primary differentiation argument. This scenario is most likely if Apple successfully integrates third-party large language models while maintaining its privacy-first positioning.

4

On-device AI triggers a new privacy arms race

Discussed by: Privacy Guides community, security researchers, and consumer advocacy groups

Samsung's Flex Magic Pixel privacy display and on-device AI processing resonate strongly with privacy-conscious consumers, particularly in enterprise and government markets. Other manufacturers rush to develop comparable hardware-level privacy features, and 'on-device processing' becomes a marketing differentiator similar to how waterproofing became a baseline expectation. The trigger would be enterprise procurement contracts specifying on-device AI as a security requirement.

Historical Context

Apple iPhone launch (2007)

January 2007

What Happened

Steve Jobs unveiled the original iPhone at Macworld, combining a phone, iPod, and internet communicator into a single touchscreen device. Competitors like Nokia, BlackBerry, and Palm dismissed it as expensive and impractical. Apple sold 6.1 million iPhones in 2007.

Outcome

Short Term

Nokia and BlackBerry maintained market share for two more years while slowly losing ground in the smartphone segment.

Long Term

The iPhone redefined what a phone was, destroying Nokia's and BlackBerry's dominance within five years and establishing the smartphone as the dominant computing platform.

Why It's Relevant Today

Samsung is making a similar bet that AI will redefine the smartphone category just as touchscreens did. The question is whether AI represents a true platform shift or an incremental feature upgrade—the difference between the iPhone moment and a faster processor.

Samsung Galaxy S4 launch and Android voice assistant wars (2013)

March 2013

What Happened

Samsung launched the Galaxy S4 at Radio City Music Hall with heavy emphasis on software features including S Voice, Air Gesture, and Smart Scroll—AI-adjacent features that used sensors to interpret user intent. Samsung sold 40 million units in six months, a record at the time.

Outcome

Short Term

Reviewers praised the hardware but criticized the software features as gimmicky, and usage data showed most owners disabled them within weeks.

Long Term

Samsung learned that hardware-driven features need sustained software investment. The company gradually shifted from sensor gimmicks toward the deeper AI integration that became Galaxy AI a decade later.

Why It's Relevant Today

The S4's sensor features parallel today's AI capabilities—impressive in demos but potentially underused in practice. Samsung's success with the S26 depends on whether AI features prove genuinely useful in daily life, unlike the gimmicks of 2013.

Amazon Alexa and the voice assistant platform race (2014-2020)

November 2014 - 2020

What Happened

Amazon launched the Echo speaker with Alexa in November 2014, sparking a race among Amazon, Google, and Apple to establish their voice assistant as the default interface for smart homes. Amazon shipped over 100 million Alexa-enabled devices by 2020. Google and Apple followed with competing assistants.

Outcome

Short Term

Voice assistants became ubiquitous in smart speakers and phones, with Amazon taking an early lead through aggressive hardware subsidies.

Long Term

Despite massive adoption, voice assistants plateaued in capability and user engagement. Amazon's Alexa division reportedly lost over $10 billion, and most users settled into a narrow set of commands like timers and weather.

Why It's Relevant Today

Samsung's multi-agent strategy faces the same risk that plagued voice assistants: wide distribution does not guarantee deep engagement. The 800 million device target means little if users treat AI features the way they treated Alexa—impressive at first, then ignored.

Sources

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