Samsung is doubling the number of devices it’ll deliver with Galaxy AI this year to 800 million units, the company’s co-CEO TM Roh told Reuters on Monday.
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«We will apply AI to all products, all functions and all services as quickly as possible,» Roh told Reuters.
Galaxy AI includes features like circle to search, live translate on phone calls, real-time translation, a writing assistant, generative photo editing and generative wallpaper.
The AI features are currently available on the Samsung Galaxy S25 series of phones, the Galaxy S24 series, the Galaxy S23 series; the Galaxy S23 FE, Galaxy S24 FE and Galaxy S25 FE; the Galaxy Z Fold 5, Z Fold 6 and Z Fold 7; the Galaxy Z Flip 5, Z Flip 6 and Z Flip 7; the Galaxy Tab S10 Plus, S10 Ultra and Galaxy Tab S11; and the Galaxy Tab S9 series.
Although Samsung is also a manufacturer of RAM, it is facing supply issues caused by exceedingly high demand resulting from the rise of AI.
«As this situation is unprecedented, no company is immune to its impact,» Roh told Reuters. The co-CEO also didn’t rule out price increases, but said he’s working with partners to find solutions.
A representative for Samsung didn’t immediately respond to a request for comment.
The AI push from Samsung comes during a memory chip crunch fueled by AI data centers, causing the cost of certain electronics to surge. Analysts predict that high demand and low supply will result in price increases across multiple product categories, including phones and cars.
AI systems require more RAM, which is why, for example, the iPhone 16 shipped with 16GB of RAM to power Apple Intelligence. The demand for power from AI data centers that run ChatGPT is so high that US memory manufacturer Micron killed off Crucial, its consumer RAM business, to pivot toward enterprise clients. Crucial had been around since 1996.
ChatGPT maker OpenAI will use up about 40% of DRAM output from South Korean firms Samsung and SK Hynix alone, according to Reuters. DRAM refers to Dynamic Random-Access Memory, the main working memory in computers, phones and servers, and AI relies heavily on it.
This memory crunch has reportedly left Google and Microsoft scrambling to secure supply for 2026, leading to firings and heated exchanges, according to South Korean publication Seoul Economic Daily. As a result, consumers may see devices with less RAM hit the market, reminiscent of products from years ago, such as 4GB smartphones and potentially 8-12GB graphics cards.
