Abstract
- Samsung seems to be veering in the direction of Perplexity for AI and search capabilities on upcoming Galaxy telephones just like the S26, placing Google’s revenues in danger.
- Google, in the meantime, is alleged to be choosing TSMC over Samsung on the subject of manufacturing Tensor G5 chips for the Pixel 10 collection.
- A whole severance appears unlikely, given how a lot the 2 corporations want one another in different respects.
If you happen to’ve been being attentive to Google and Samsung press occasions up to now few years, you’ve got most likely seen that the businesses appear unusually shut. There’s an apparent hyperlink — Google makes Android, which Samsung wants for its telephones — but it surely goes past that. Samsung telephones have featured prominently at Google occasions, and the 2 have collaborated on numerous AI options, together with giving Gemini a distinguished place within the Galaxy S25 lineup. That is regardless of Samsung having its personal AI assistant, Bixby, and Google providing loads of Pixel phones on the market.
Currently, although, rumors have pointed to the 2 firms drifting aside. Is it a critical chance? Personally, I believe it is too early to inform, however there’s a case to be made that cracks are exhibiting. My very own prediction is that the businesses will keep linked, given their motivations and examples from the remainder of the tech business.
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The factor that kicked off this op-ed is a latest Bloomberg report, claiming that Samsung could pre-install Perplexity‘s AI app and assistant on Galaxy telephones, probably starting with the Galaxy S26. On prime of that, Perplexity capabilities could possibly be built-in into Samsung’s net browser, and even Bixby. Samsung’s assistant nonetheless handles quite a lot of native system instructions on S25 telephones, however lacks any type of generative AI, which is why Gemini’s arrival was so vital.
Evidently, this stuff may pose a menace to Google’s plans, particularly if Perplexity turns into Samsung’s default assistant. The majority of Google’s income comes from promoting, which can clearly diminish if Perplexity takes over Galaxy net search. Additionally, if Gemini turns into nothing greater than a secondary choice on Samsung telephones, there could possibly be fewer folks keen to pay for the AI Professional tier of Google One.
Briefly, the businesses appear to be making strikes that won’t solely cut back their dependence on one another, however damage one another financially.
Samsung is not the one one considered pulling away, although. For some time now, rumors have indicated that the Tensor G5 processor within the Pixel 10 will likely be Google’s first chip produced by TSMC as a substitute of Samsung. Shifting past designs rooted in Exynos chips may result in higher effectivity — a standard criticism about earlier Pixels — however at the price of chilly laborious money for Samsung’s chip manufacturing enterprise.
Briefly, the businesses appear to be making strikes that won’t solely cut back their dependence on one another, however damage one another financially. You would possibly take that as an indication that issues are about to disintegrate, however I am uncertain for a couple of causes.
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Actually, there’s an excessive amount of at stake for the pair to half methods fully. Samsung is not simply the main Android cellphone maker, however the largest cellphone maker on the earth, with a 20% marketshare as of Q1 2025, based on Counterpoint. Google wants the corporate to perpetuate Android and all of the related providers that deliver it income, particularly within the US, the place cellphone manufacturers like Xiaomi, Vivo, and Oppo are merely non-existent. Motorola, Nothing, OnePlus, and Google itself may conceivably fill within the hole — however there’s simply no motive to fabricate that disaster and danger ceding floor to Apple’s iPhone.
On the flip facet, Samsung would not be the place it’s at this time with out Android. The corporate was fast to take advantage of the platform and imitate Apple as soon as the unique iPhone launched in 2007, serving to it outperform rivals like Nokia, RIM, and Motorola. It does have its personal software program — One UI — however that is only a layer on prime of Android. With out Google, Samsung can be pressured to whip up a full-fledged working system, which may simply fail with out the providers customers have come to anticipate. Think about getting right into a automobile and discovering that your Samsung cellphone is lacking Android Auto, Google Maps, and Gemini. You’d rightfully be headed to the shop for a brand new system.
There’s simply no motive to fabricate a disaster and danger ceding floor to Apple’s iPhone.
That brings us to a different level, nonetheless, which is that firms can cut back ties with out totally severing them. Contemplate Microsoft and OpenAI. Whereas the businesses have competing AI merchandise — Copilot and ChatGPT — OpenAI remains to be Microsoft’s largest infrastructure buyer. OpenAI can be left scrambling with out Microsoft servers, and that infrastructure enterprise can be diminished with out the expansion of ChatGPT.
An excellent higher instance to level to is Apple and Google. Whereas Steve Jobs as soon as promised to go to “thermonuclear struggle” over Android, arguing it was a rip-off of the iPhone, the businesses in the end settled into a snug relationship. Google pays billions of {dollars} to stay the default search engine on Apple gadgets, and the recognition of iPhones would possible plummet if folks did not have entry to apps like Gmail, YouTube, and Google Maps. Certainly, Apple is even poised so as to add Gemini as an extension choice for Apple Intelligence alongside ChatGPT.
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What does the long run maintain for Google and Samsung?
Some ultimate ideas
At a minimal, we must always look forward to the Galaxy S26 announcement to get a real trace of the partnership’s prospects. If Samsung goes all-in on Perplexity, displacing Google on its telephones, I would not be stunned to see the businesses maintain distancing themselves. Conversely, if Perplexity finally ends up being an addition to Google’s software program and providers and never a alternative, I would anticipate enterprise as regular. Samsung could be upset at dropping a few of its chip gross sales, however that generally occurs, and it is not prefer it will not profit from the Pixel 10 lineup in any respect — Google is predicted to maintain utilizing Exynos modems.
If Perplexity finally ends up being an addition to Google’s software program and providers and never a alternative, I would anticipate enterprise as regular.
I am betting that Google and Samsung will keep joined for years to come back. That relationship goes to evolve, for example, emphasizing Android XR, however the mutual advantages ought to proceed to outweigh some diversions in enterprise technique.
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