Samsung targets 400 million AI-powered device sales in 2026

Samsung Electronics aims to sell 400 million AI-integrated products in 2026, including smartphones, TVs, and home appliances, according to CEO Roh Tae-moon at CES 2026.

The company plans to embed AI into all Galaxy smartphones, premium TVs, and Wi-Fi-connected devices to offer personalized experiences and serve as a “home AI companion.”

Samsung also identified air conditioning, automotive electronics, medical, and robotics as new growth sectors, pursuing M&A to expand these areas.

The semiconductor division is constructing a new line at Pyeongtaek, scheduled to open in 2028, to meet rising demand for memory chips driven by AI development.

Additionally, Samsung has partnered with NVIDIA to build a semiconductor AI factory, with plans to deploy over 50,000 NVIDIA GPUs, aiming to create a smart factory that integrates AI into design, manufacturing, and quality control processes.

🔗 Source: Chosunbiz

🧠 Food for thought

Implications, context, and why it matters.

Context for Samsung’s AI goals should be set

The 400 million AI-product sales target is being left unanchored. Its scale can be judged only after Samsungs total 2024 unit shipments across smartphones, TVs, and home appliances are confirmed. Omdia (a technology market research firm) reported Samsung shipped 222.9 million smartphones in 2024, while volumes for other categories were not specified in the materials provided 1.
The capabilities that qualify a product as AI-integrated should be spelled out so meaningful hardware or software innovation is separated from marketing claims.
A deployment schedule for the more than 50,000 NVIDIA graphics processing units (GPUs), chips commonly used to train and run AI models, should be understood to gauge near-term effects on manufacturing efficiency. Details on when the AI Megafactory would be built were not provided by Samsung, according to CNBC 2.

Samsungs semiconductor AI factory plan may lift demand for data center infrastructure parts

Data center infrastructure vendors may see new revenue if Samsung buys and rolls out a cluster of more than 50,000 NVIDIA GPUs for an AI Megafactory, though timing is unclear in the materials provided 2.
Such a build would likely need high-density power gear, advanced cooling, plus high-performance networking to run a cluster at this scale. Separately, Samsung SDS (Samsungs IT services affiliate) has said it will adopt hybrid air and liquid cooling for a planned 60 megawatt (MW) AI data center in Gumi, which suggests these approaches are already in use on at least one Samsung-group effort 3.
Systems integrators and operators can benefit if procurement paths for the factory become clear. Investors may track whether suppliers of these components and integration services see steadier demand tied to large AI build-outs.