This week, Samsung held its Q1 2026 earnings name, the place the South Korean tech big mentioned the final three months and did some forward-looking. Throughout the name, Samsung teased sensible glasses once more.
Sadly, it is a throwaway line within the name, and does not illuminate any new particulars in regards to the future Android XR-based glasses. The corporate has “plans to ship immersive multimodal AI experiences via various kind components corresponding to AI glasses,” Seong Cho, government vp of Samsung Cell eXperience (MX), mentioned throughout the name.
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What we all know in regards to the Galaxy Glasses to this point
(Picture credit score: OnLeaks / Android Headlines)
Whereas Samsung simply launched its Galaxy XR headset final October, the corporate can be engaged on a set of spectacles meant to rival the Ray-Ban Meta glasses.
Earlier this week, leaked renders based mostly on an alleged take a look at unit popped up on-line, revealing a black pair of sun shades that options two cameras.
Clearly, these would run on the Android XR platform powered by a Qualcomm Snapdragon AR1 chipset. Current rumors counsel they’ll have a 155mAh battery and two 12MP Sony IMX681 lenses.
The Galaxy Glasses ought to have directional audio system, photochromic transition lenses and weigh round 50 grams.
What else did Samsung say
(Picture credit score: fabrikasimf / Freepik)
The earnings name hinted at some TV updates, however nothing main.
The vast majority of the decision was centered on the reminiscence disaster and the way worthwhile it has been for the reminiscence division at Samsung, which has tripled in valuation this 12 months. Even Samsung’s personal inner divisions, just like the cellular one, are going through powerful choices concerning reminiscence costs and constructing gadgets round it.
Sadly, it will not be resolved anytime quickly.
What to learn subsequent
Samsung’s Govt Vice President of Reminiscence Jaejune Kim mentioned that manufacturing is constrained and will go properly into 2027. “presently, simply based mostly on prebooked demand alone, the supply-demand hole is trying to widen additional in 2027 versus this 12 months,” Kim mentioned.
And that is with reminiscence fabrication crops coming on-line this 12 months and into 2027.
Regardless of sturdy gross sales of the S26 lineup and the lately launched Galaxy A57 price range fashions, Seong Cho famous that elevated “price stress” for key parts are “anticipated to accentuate.” Cho even mentioned they count on a decline in shipments because of rising prices in Q2.
The corporate seems to need to lean into AI and flagship premium experiences to keep up revenue, which appears to point that mid-tier and budget-friendly fashions of all gadgets from telephones and tablets to TVs and laptops will actually feels the RAMageddon squeeze. armageddon.
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