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Samsung Signals AI Glasses and Clip-On Buds in Earnings Call

The remarks signal a push into wearable AI under looming memory supply pressure.

Overview

  • Samsung, in Friday's earnings call, said it plans to deliver multimodal AI through new glasses and hinted at a broader Galaxy Buds lineup.
  • Reports point to Galaxy Glasses running Android XR, Google's platform for head-worn devices, with onboard speakers, mics, and a 12MP camera powered by Gemini for voice-led tasks.
  • Leaked guidance suggests an audio-first pair could arrive in 2026 with a display model targeted for 2027, positioning Samsung against Meta's smart glasses.
  • Separate reports describe Galaxy Buds Able as clip-on earbuds that use bone conduction to send sound through the cheekbone instead of blocking the ear canal.
  • Samsung warned memory supply could tighten further in 2027, which may raise phone prices and slow sales, and it plans to lean on high-end smartphones as it expects laptop and tablet shipments to fall.