Apple Inc. (NASDAQ: AAPL | AAPL Price Prediction) does not have artificial intelligence integrated into its iOS. People who want some semblance of that, even though it is incomplete, must download an app from OpenAI, Google, or others. Apple keeps promising that an AI-integrated product is on the way. Maybe this year.
Apple’s archenemy for some time has been Samsung. Its global market share last year was 20%, while Apple’s was 16%. Samsung phones run Alphabet’s Android operating system. Android has a smartphone market share of 77%, and iOS makes up almost all the rest.
Recently, Samsung said it would release 800 million AI-powered mobile devices this year. Google’s Gemini will power these “Galaxy AI” devices. Reuters reports, “The plan by the world’s largest backer of Google’s Android mobile platform is set to give a major boost to its developer Google, which is locked in a race with OpenAI and others to attract more consumer users to their AI model.” It is also a direct shot at Apple and the huge Chinese smartphone companies that sell most of their products in their home market. China is by far the largest smartphone market. Its smartphone count may be as high as a billion units.
Samsung’s new Galaxy AI is only a part of its effort to take share from Apple. The other primary piece is its foldable phones, which have not yet gained popularity in the United States.
AI use on smartphones is in its early days. So, Samsung cannot say for certain how much in unit sales it will take from Apple. However, this may be its best chance in the short term.
Apple’s stock price continues to rely primarily on the strength of iPhone sales. If Samsung’s effort succeeds, that share support weakens.
Apple Stock Price Prediction and Forecast 2025–2030
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