Samsung teases ‘AI glasses’ as it warns of the RAM crisis getting even worse in 2027
Source: 9to5Google
Overview
In its latest earnings call, Samsung teased upcoming AI glasses while painting a bleak picture of the ongoing RAM crisis. The RAM and storage shortage has affected the entire tech industry, driving up prices on everything. Even Samsung, the world’s largest smartphone maker, isn’t immune, having implemented its own recent price hikes source.
RAM Shortage Outlook
During the earnings call transcript, executives said the problem will worsen in 2027. “AI‑related demand” will continue to grow the memory business, but “supply growth” is constrained by the lead time needed for new fab expansions. Consequently, Samsung lacks the immediate ability to meet the rising demand for RAM and storage, and the shortages cannot be easily solved.
Samsung warned that “very tight inventory” has led to a record low demand‑fulfillment rate, and the gap between supply and demand will “widen further” in 2027. Customers are already pre‑booking demand for 2027, exacerbating the shortfall.
AI Glasses and Future Products
The company also revealed a teaser for AI glasses, promising “immersive multimodal AI experiences.” In addition, Samsung hinted at new foldable devices expected to debut in July report.
“MX will maintain our strategy focused on expanding flagship sales through leadership in AI capabilities and form‑factor innovation. For foldable devices, we plan to strengthen product development to stay ahead of evolving customer needs. For eco products, we will drive premium sales with advanced Galaxy AI capabilities and health features, and expand our TWS line. We also plan to deliver immersive multimodal AI experiences through diverse form factors such as AI glasses.”
2026 Outlook
Samsung described 2026 as a challenging year due to geopolitical uncertainties and rising cost pressures across the industry. Nevertheless, the company will continue to focus on expanding flagship sales powered by AI leadership and pursue cost‑efficiency initiatives to protect profitability.