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Samsung Teases AI Glasses and New Galaxy Buds on Earnings Call

The tease signals a pivot toward wearable AI in a year of tightening memory supply.

Overview

  • Samsung, which held its Q1 2026 earnings call Friday, said it plans “immersive multimodal AI” across devices that include smart glasses.
  • Reports say the first pair, likely called Galaxy Glasses, would run Google’s Android XR—software for AR and VR—with speakers, microphones, and a 12MP camera, though these details remain unconfirmed.
  • Leaks suggest an audio-only version could arrive first with a camera and on-frame speakers, with a display-capable model to follow later, positioning Samsung against Meta’s Ray-Ban line.
  • Samsung warned memory supply could tighten into 2027 and said it will focus on higher-end phones to manage costs, while expecting tablet and laptop shipments to decline near term.
  • Samsung entered this space with an Android XR headset last year, and the industry is now favoring lighter, voice-first glasses that offer hands-free photos, music, and AI help before fuller AR displays mature.