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Samsung Teases Upcoming AI Smart Glasses Amid Memory Shortage Concerns
Samsung teases AI smart glasses but reveals memory shortage could get worse in recent earnings call
Tom's Guide
Image: Tom's Guide
During its Q1 2026 earnings call, Samsung hinted at the development of AI smart glasses, with a planned release in 2026. However, the company also expressed concerns about a worsening memory shortage, which could impact production and pricing across its device lineup.
- 01Samsung plans to release AI smart glasses in 2026, building on its Galaxy XR headset.
- 02The upcoming glasses will feature two cameras and run on the Android XR platform.
- 03The company is facing a significant memory shortage that could impact device production through 2027.
- 04Samsung's memory division has tripled in valuation this year despite production constraints.
- 05Rising costs for key components may lead to a decline in shipments of mid-tier and budget devices.
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In its Q1 2026 earnings call, Samsung discussed its plans for AI smart glasses, expected to launch in 2026. Seong Cho, executive vice president of Samsung Mobile eXperience, reiterated the company's commitment to delivering immersive AI experiences through various devices. The Galaxy Glasses will compete with products like the Ray-Ban Meta glasses and are rumored to feature two 12MP cameras, directional speakers, and weigh around 50 grams. However, the call also highlighted a growing memory shortage, with Executive Vice President of Memory Jaejune Kim warning that production constraints may persist until 2027. This memory crisis has significantly boosted the valuation of Samsung's memory division, yet it poses challenges for other divisions, including mobile, which may face increased costs and a decline in shipments of mid-tier and budget devices. Overall, Samsung aims to focus on AI and premium experiences to navigate these challenges.
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Consumers may face higher prices and limited availability for mid-tier and budget Samsung devices due to rising memory costs.
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