{"id":5722,"date":"2024-01-20T11:43:15","date_gmt":"2024-01-20T11:43:15","guid":{"rendered":"https:\/\/www.tantraanalyst.com\/ta\/?p=5722"},"modified":"2024-01-20T11:46:24","modified_gmt":"2024-01-20T11:46:24","slug":"samsung-ai-unpacked-2024-will-the-gen-ai-based-smartphones-start-a-new-upgrade-cycle","status":"publish","type":"post","link":"https:\/\/www.tantraanalyst.com\/ta\/samsung-ai-unpacked-2024-will-the-gen-ai-based-smartphones-start-a-new-upgrade-cycle\/","title":{"rendered":"Samsung Unpacked 2024 \u2013 Will the Gen AI-based Smartphones start a new upgrade cycle?"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row fullwidth=&#8221;yes&#8221;][vc_column][vc_column_text]<\/p>\n<h6><span style=\"color: #808080;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-5723 size-full\" src=\"https:\/\/www.tantraanalyst.com\/ta\/wp-content\/uploads\/2024\/01\/Tantra_Analyst_Blog_Samsung_Glaxy_AI.jpg\" alt=\"Galaxy AI, Samsung\" width=\"768\" height=\"385\" srcset=\"https:\/\/www.tantraanalyst.com\/ta\/wp-content\/uploads\/2024\/01\/Tantra_Analyst_Blog_Samsung_Glaxy_AI.jpg 768w, https:\/\/www.tantraanalyst.com\/ta\/wp-content\/uploads\/2024\/01\/Tantra_Analyst_Blog_Samsung_Glaxy_AI-300x150.jpg 300w\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" \/><\/span><\/h6>\n<h6><span style=\"color: #808080;\">ChatGPT going public was a watershed moment for AI. The feverish pitch of Gen AI is affecting every aspect of the technology sector. Samsung <a style=\"color: #808080;\" href=\"https:\/\/bit.ly\/3u3YUvd\"><span style=\"color: #800000;\">Galaxy Unpacked 2024<\/span><\/a> was no different. Unlike previous events, where the new devices were the center of attraction, this event had \u201cSamsung AI\u201d as the hero. The newly announced S24 series was merely the first instance of the technology. \u00a0<\/span><\/h6>\n<h6><span style=\"color: #808080;\">Samsung proclaimed that these phones powered by AI, specifically its own \u201cGalaxy AI,\u201d will start a new era. But the question is whether the AI in phones is significant enough to trigger another smartphone upgrade cycle akin to 4G and 5G.<\/span><\/h6>\n<h5><span style=\"color: #000000;\"><strong>What is \u201cGalaxy AI?\u201d<\/strong><\/span><\/h5>\n<h6><span style=\"color: #808080;\">Samsung AI is a set of user experiences enabled by AI. It includes regular or legacy AI and Gen AI functions and features of its own as well as its partners, such as Google. \u00a0<\/span><\/h6>\n<h6><span style=\"color: #808080;\">The Galaxy S24 series packs quite a few features that utilize AI. Many improve existing functionality, such as better picture\/video capture and editing, while others create entirely new experiences, such as circle-to-search, live voice, and text translation.<\/span><\/h6>\n<h6><span style=\"color: #808080;\">Although Samsung mentioned \u201cOn-device AI\u201d several times, they didn\u2019t push it hard, as it is not all on-device. Also, not all is Gen AI either. For example, the circle-to-search runs entirely on the cloud and is not Gen AI. Live voice and text translations are a mix of cloud and on-device AI. Most camera and photo\/video editing features are on-device. Galaxy S24 offers very granular settings for users to decide whether to share their data with the cloud. However, If they decline, many of the features that depend on the cloud will not work.<\/span><\/h6>\n<h6><span style=\"color: #000000;\"><strong><em>Note: To learn more about the advantages of on-device AI, please check these <\/em><\/strong><span style=\"color: #800000;\"><a style=\"color: #800000;\" href=\"https:\/\/bit.ly\/Tantra_Series\"><strong><em>articles<\/em><\/strong><\/a><strong><em>.<\/em><\/strong><\/span><\/span><\/h6>\n<h6><span style=\"color: #808080;\">Many Galaxy AI applications and functions currently offered come directly from Samsung or Google. Samsung did talk about its ecosystem using many of the AI features. However, it was unclear how and to what extent third-party app developers would get access to Samsung AI. I assume that Samsung will offer app developers SDKs and APIs sooner or later. The app developer ecosystem is crucial to scale and make a difference. \u00a0<\/span><\/h6>\n<h6><span style=\"color: #808080;\">I am saying this was more a Galaxy AI event than the S24 launch because Samsung AI is not exclusive to the S24 series but will be available on select existing Galaxy. Most likely on Galaxy ZFold5, ZFlex5, and possibly S23.<\/span><\/h6>\n<h5><span style=\"color: #000000;\"><strong>SoC selection, build, display, and other improvements.<\/strong><\/span><\/h5>\n<h6><span style=\"color: #808080;\">Unlike last year, when Qualcomm Snapdragon powered the entire Galaxy S23 line-up, the S24 will use both the latest <span style=\"color: #800000;\"><a style=\"color: #800000;\" href=\"https:\/\/bit.ly\/48GM4lN\">Snapdragon 8 Gen 3<\/a> <\/span>and <a style=\"color: #808080;\" href=\"https:\/\/bit.ly\/424tH7A\"><span style=\"color: #800000;\">Exynos 2400<\/span><\/a> SoCs. The distribution between them is also different than in previous years. Instead of simply dividing them by regions, SoCs are also being used for tiering for the first time.<\/span><\/h6>\n<h6><span style=\"color: #808080;\">Snapdragon will be used for all models in the USA, China, Japan, and the highest-tier Galaxy S24 Ultra worldwide. Exynos will be used for S24 and S24+ globally, except for the region mentioned above. Historically, the need for CDMA support drove the decision to utilize Snapdragon SoC in certain areas. However, with that technology sun setting, I wonder what factors decided the distribution. Interestingly, Samsung Ai doesn\u2019t seem to be using any of the components from the Qualcomm AI stack.<\/span><\/h6>\n<h6><span style=\"color: #808080;\">Because of the dual-sourcing, Qualcomm was also not mentioned during the Unpakced on-stage presentation. Additionally, although Snapdragon boats an impressive AI stack, there was no mention of it being part of Galaxy AI, neither in Samsung\u2019s nor Qualcomm\u2019s press releases. \u00a0<\/span><\/h6>\n<h6><span style=\"color: #808080;\">Following Apple\u2019s lead, Samsung uses a titanium body for the S24 series and the latest Corning Gorilla Armor glass, which is claimed to be far better scratch and break-resistant. S24 Ultra\u2019s display has an impressive 2500 nits max brightness, much higher than the Apple iPhone 15\u2019s 2000 nits. This makes the S24 Ultra highly usable outdoors in bright sunlight.<\/span><\/h6>\n<h6><span style=\"color: #808080;\">One of the most significant announcements of the day was the decision to offer several years of security updates and seven generations of software upgrades. Samsung is following Google\u2019s lead here and will pretty much make it the industry standard. Among all the commendable work Samsung is doing for sustainability, this step, in my view, has the highest impact.<\/span><\/h6>\n<h6><span style=\"color: #808080;\">As with any new flagship smartphone, there are incremental improvements in the camera system CPU, GPU, NPU performance, battery life, etc. There is still no satellite connectivity in Samsung phones. It is unclear whether it is waiting to incorporate standards-based NTN or rely on third-party solutions such as AST Space Mobile, which promises statellite connecity with unmodified smartphones. Notably, the latter has used Samsung devices for its demos and PoCs.<\/span><\/h6>\n<h5><span style=\"color: #000000;\"><strong>Tantra\u2019s Take<\/strong><\/span><\/h5>\n<h6><span style=\"color: #808080;\">At the very outset, it is commendable that Samsung is taking another bold step by becoming the first vendor to introduce Gen AI to smartphones. This continues its tradition of being first with innovations in this industry, be it new form factors like foldable, larger displays, integrated S-pen, etc.<\/span><\/h6>\n<h6><span style=\"color: #808080;\">The Samsung AI\u2019s applications and functionality are impressive. However, they seem incremental and improve the existing functionality and experience. They also seem \u201cgood to have\u201d and are infrequently used instead of daily drivers. For example, live translation is very impressive but only useful when traveling abroad or talking to somebody who doesn\u2019t know your language. Something seldom happens, especially for Americans. Circle-to-search is handy, but it seems it mostly runs in the cloud and doesn\u2019t require a lot of local AI processing. That means it could be run on older devices, too. Among all the Gen AI applications, camera improvements and photo editing seem to be the most impactful, benefiting almost every user.<\/span><\/h6>\n<h6><span style=\"color: #808080;\">So, now the question is whether these things are enough to entice users to buy new phones and start a new upgrade cycle. I think it is still in the early days for Gen AI. The ultimate benefit of on-device GenAI will be when third-party app developers introduce new, exciting use cases, applications, services, and experiences with mass appeal. Until that happens, I am skeptical about a new upgrade cycle starting.<\/span><\/h6>\n<h6><span style=\"color: #808080;\">Of course, the new capabilities will advance the purchase of users who are due and looking to upgrade their phones anyway. The excitement of new, shiny technology will entice some bleeding-edge customers to buy new phones. But most others will wait for the mass appeal experiences to be available.<\/span><\/h6>\n<h6><span style=\"color: #808080;\"><em>Prakash Sangam is the founder and principal at\u00a0<span style=\"color: #800000;\"><a style=\"color: #800000;\" href=\"http:\/\/www.tantraanalyst.com\/\" target=\"_blank\" rel=\"noopener\">Tantra Analyst<\/a>,<\/span> a leading boutique research and advisory firm. He is a recognized expert in\u00a05G, Wi-Fi, AI, Cloud and IoT. To read articles like this and get an up-to-date analysis of the latest mobile and tech industry news, sign-up for our monthly newsletter at\u00a0<span style=\"color: #800000;\"><a style=\"color: #800000;\" href=\"http:\/\/bit.ly\/TA-Newsletter\" target=\"_blank\" rel=\"noopener\">TantraAnalyst.com\/Newsletter<\/a>,<\/span> or listen to our<span style=\"color: #800000;\">\u00a0<a style=\"color: #800000;\" href=\"https:\/\/bit.ly\/TA_Podcast\" target=\"_blank\" rel=\"noopener\">Tantra\u2019s Mantra podcast<\/a>.<\/span><\/em><\/span><\/h6>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row fullwidth=&#8221;yes&#8221;][vc_column][vc_column_text] ChatGPT going public was a watershed moment for AI. The feverish pitch of Gen AI is affecting every aspect of the technology sector. Samsung Galaxy Unpacked 2024 was no different. Unlike previous events, where the new devices were the center of attraction, this event had \u201cSamsung AI\u201d as the hero. The newly announced [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":5723,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"image","meta":{"mc4wp_mailchimp_campaign":[],"footnotes":""},"categories":[107],"tags":[],"class_list":["post-5722","post","type-post","status-publish","format-image","has-post-thumbnail","hentry","category-blog","post_format-post-format-image"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/posts\/5722","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/comments?post=5722"}],"version-history":[{"count":0,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/posts\/5722\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/media\/5723"}],"wp:attachment":[{"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/media?parent=5722"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/categories?post=5722"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/tags?post=5722"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}