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Moor Insights & Strategy

Broadcom Mainframe Software Analyst Summit: Meeting Enterprise AI At The Customer's Pace The Claude-ification Effect - Does Microsoft Copilot Cowork Offer Something New? 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ANALYST INSIGHT: Tenstorrent Is Disrupting the Inference Market MI&S Weekly Analyst Insights — Week Ending May 29, 2026 RESEARCH NOTE: Panasonic TOUGHBOOK 56 Brings Much-Needed Updates to the Rugged Form Factor RESEARCH NOTE: Amazon’s Acquisition of Globalstar Accelerates Amazon Leo Ambitions RESEARCH NOTE: IBM Turns Sovereignty Into a Product ANALYST INSIGHT: Mission-Critical ERP Needs Mission-Critical Agents RESEARCH NOTE: Cadence Leans into EDA Super Agents at Cadence LIVE 2026 MI&S Weekly Analyst Insights — Week Ending May 22, 2026 RESEARCH NOTE: Distance Technologies Partners on Kia Vision Meta Turismo Concept Car Retail AI Requires a Fundamentally Different Approach to Implementation — Research Brief BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA Earnings on CNBC, May 20, 2026 Enterprises Need To Be Careful Before They Go All-In On Anthropic RESEARCH NOTE: AT&T, T-Mobile, and Verizon Create Unprecedented Joint Venture for D2D Satellite Simplicity MI&S Weekly Analyst Insights — Week Ending May 15, 2026 Carriers Form D2D Satellite JV, 6G Expectations Cool & Data Center Pushback in Socorro RESEARCH NOTE: Google’s Gemini Enterprise Agent Platform Is a Serious Bid for the Agentic Control Plane BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA and U.S.–China Trade Relations on CNBC, May 13, 2026 RESEARCH NOTE: Motorola’s All-New Razr Fold Headlines a Mostly Unchanged Razr Lineup RESEARCH NOTE: SAP’s Bet on an Open Data Foundation for Agentic AI RESEARCH NOTE: Samsung Galaxy S26 Ultra — Samsung’s Halo Is Better Than Ever MI&S Weekly Analyst Insights — Week Ending May 8, 2026 Nvidia & Corning Unite, NTIA Report, ConnectX, FWA Uplink and 6G Spectrum News RESEARCH NOTE: Adobe CX Enterprise, An Agentic Control Plane for Orchestrated Customer Experience and AI Discovery RESEARCH NOTE: T-Mobile’s New SuperBroadband Aims to Solve Business Broadband Pain Points BROADCAST ANALYSIS: Patrick Moorhead Discusses AMD Earnings and Arm on CNBC, May 6, 2026 RESEARCH NOTE: Samsung’s Redesigned Galaxy Book6 Pro with Intel Core Ultra 3 Is a Welcome Upgrade RESEARCH PAPER: From Devices to the Cloud — Arm's Relevance in the Age of AI RESEARCH NOTE: Qlik’s Bet on Production-Grade Agentic AI RESEARCH NOTE: Google TPU 8: Architecture, Context, and Enterprise Relevance ANALYST INSIGHT: How Google’s Agentic Data Cloud Redefines What Context Means for the Enterprise MI&S Weekly Analyst Insights — Week Ending May 1, 2026 T-Mobile Super Broadband, Fiber Expansion, Satellite MVNO Rumors, & Big Tech Earnings — The 6G Podcast RESEARCH BRIEF: Oracle's Blueprint for Agentic AI RESEARCH NOTE: Devices Launched at MWC 2026 — Smartphones, Robots, AI, and PCs BROADCAST ANALYSIS: Patrick Moorhead Discusses Hyperscaler Earnings on CNBC, April 29, 2026 ANALYST INSIGHT: Google Cloud’s AI Hypercomputer at Next 2026: Real Co-Design, Targeted Reach RESEARCH NOTE: Meta Ray-Ban Display: Bridging the Gap Between Smart Glasses and AR AI Canvases Move From Collaboration To Core Revenue And IT Operations RESEARCH NOTE: Samsung Galaxy XR Headset: A Strong Hardware Foundation Waiting on Software DataCenter Podcast: Episode 58 — We’re Talking AI Bottlenecks, Google Cloud Next TPU 8 Review MI&S Weekly Analyst Insights — Week Ending April 24, 2026 RESEARCH NOTE: First-Take Analysis: Nuvacore Emerges From Stealth Mode RESEARCH NOTE: The HP Z2 Mini G1a: A Tiny Powerhouse for the AI Workstation Era RESEARCH NOTE: HP Imagine 2026: HP Evolves in the Era of AI BROADCAST ANALYSIS: Patrick Moorhead Discusses Apple's New CEO and Future Strategic Direction on CNBC, April 20, 2026 RESEARCH NOTE: Lenovo Closes Infinidat Acquisition — What Does It Mean for Enterprise Storage? MI&S Weekly Analyst Insights — Week Ending April 17, 2026 Amazon’s Globalstar Deal, Verizon’s FIFA Play, and Millimeter Wave Insights — The 6G Podcast RESEARCH NOTE: Galileo Brings Cisco a Purpose-Built Agent Evaluation Layer RESEARCH NOTE: Cohesity Positions AI Resilience as the Foundation for Enterprise AI Adoption DataCenter Podcast: Episode 57 — We’re Talking Beyond the Border, Nutanix .NEXT Recap RESEARCH NOTE: The HP EliteBoard G1a: A Capable PC in an Innovative Form Factor RESEARCH NOTE: Velaura AI’s Titan Core Targets the Biggest Problem in AI Datacenter Silicon: Power RESEARCH NOTE: The ASUS ROG Xbox Ally X Has Rekindled My Hope for Windows Gaming Handhelds RESEARCH NOTE: Infor Positions Industry Context as the Foundation for Agentic ERP BROADCAST ANALYSIS: Patrick Moorhead Discusses Advanced Chip Packaging on CNBC, April 8, 2026 PULSE BRIEF: Navigating Supply Chain Constraints with Architectural Flexibility RESEARCH NOTE: MWC 2026 Showcases Semiconductors for 5G, 6G, and Many Kinds of AI RESEARCH BRIEF: From Infrastructure to Resilience Foundation — Reframing Cyber Resilience for Data Management PULSE BRIEF: Cloud-Native Edge AI Platforms RESEARCH PAPER: The Economic Impact of a Domestic Semiconductor Foundry RESEARCH NOTE: Arm Enters the Silicon Business with AGI CPU RESEARCH NOTE: The Inference Inflection Point: What NVIDIA’s Groq 3 LPX Really Signals for Enterprise AI BROADCAST ANALYSIS: Patrick Moorhead Discusses Arm AGI CPU on CNBC, March 25, 2026 DataCenter Podcast: Episode 56 — Artificial “Stupidity” and Arm Enters the AI Race PULSE BRIEF: Density Is Destiny — Rethinking AI Infrastructure in the AI Data Era BROADCAST ANALYSIS: Patrick Moorhead Discusses Arm's New AGI CPU on CNBC, March 24, 2026 BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA GTC Announcements on CNBC, March 16, 2026 RESEARCH NOTE: WD Innovation Day and FY2026 Q2 Earnings Reflect Disciplined Execution RESEARCH NOTE: AWS and Cerebras Partner to Deliver Disaggregated AI Inference The Enterprise Applications Podcast, Ep 26: AI Agents - The New Control Layer for Enterprise Apps DataCenter Podcast: Episode 55 — The AI Power Problem: Data Centers, Nuclear SMRs, and AWS + Cerebras RESEARCH NOTE: VAST Forward 2026 Positions the Data Platform as the Persistent Operational Layer for AI Game Time Tech Ep 28: MLB 2026 Season – AI, XR, Stadium Tech, and the Future of Baseball BROADCAST ANALYSIS: Patrick Moorhead Discusses AI Chip Export Controls and Oracle's Upcoming Earnings on Yahoo Finance, March 9, 2026 RESEARCH NOTE: Digging into the AMD–Meta Deal RESEARCH NOTE: Zoom Promotes ‘System of Action’ via AI-First Canvases and Agentic Workflows Game Time Tech Ep 27: How AI Is Transforming Pro Sports RESEARCH NOTE: IBM FlashSystem — Advancing Toward an Intent-Aware Storage Control Layer The Enterprise Applications Podcast - Ep 25: Is Enterprise ERP Ready for Agentic AI? RESEARCH NOTE: RPT-1 Is Turning SAP Data Into Insightful AI RESEARCH NOTE: Dell Pro 14 Premium Laptop with 5G Connectivity BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA Earnings on Yahoo Finance, February 25, 2026
RESEARCH NOTE: Samsung’s Galaxy S26 Lineup Leads with AI and Privacy
2026-04-10 · via Moor Insights & Strategy
Samsung product executive Rachel Roberts introduces the Galaxy S26 Ultra with Galaxy AI (Credit: Anshel Sag)

I have long believed that one of the greatest strengths Samsung brings to its smartphone lineup is its engineering breadth — its ability to manufacture some of the world’s most advanced displays, memory, and storage. Samsung’s latest innovation — Privacy Display — comes from its display division, enabling a unique experience in hardware that can’t simply be copied by its smartphone competitors.

Besides the genuinely innovative Privacy Display, the new Galaxy S26 smartphone series mostly embodies incremental improvements, albeit with an even heavier dose of AI than the last generation. I want to share my impression of the S26 lineup after attending the launch event in San Francisco and spending some time with the Galaxy S26 Ultra, S26+, and S26.

The New Galaxy S26 Series Specs

Samsung focused heavily on the Galaxy S26 Ultra at the launch, which makes sense considering that most of the improvements to the S26 lineup are found in this high-end model. During the launch, Samsung emphasized the phone’s AI capabilities, including partnerships with Google and Perplexity on Galaxy AI. Samsung also talked about Bixby as an AI agent, which is a bit confusing because before this event it seemed that Samsung was moving on from Bixby in favor of Google’s Gemini. To support its moves in AI, Samsung is shipping S26 phones with a minimum of 12GB across all models, most likely to enable Gemini and Bixby. (It also offers a 16GB Ultra model with 1TB of storage.)

The Galaxy S26 Ultra (left) next to the Galaxy S25 Ultra (right) (Credit: Anshel Sag)

The Galaxy S26 line marks a return to Samsung’s practice of splitting its different models and geographies across Snapdragon and Exynos processors. The Galaxy S26 Ultra will sport the Qualcomm Snapdragon 8 Elite globally, while the Galaxy S26 and S26+ will use either the Exynos 2600 or a Snapdragon chip depending on the region. Early benchmarks show performance across these chips being fairly close, but it will take some time before we understand the differences between the Snapdragon 8 Elite Gen 5 and the Exynos 2600. While there will be lots of comparisons between these two SoCs available very soon, what ultimately matters for consumers is having a congruent experience across the different S26 models. That includes some of the Snapdragon for Galaxy customizations that Samsung has implemented with Qualcomm, including new ProScaler upscalers borrowed from Samsung’s TV business, along with MDNIe image-processing technology.

Architecturally, the Snapdragon 8 Elite Gen 5 includes eight of Qualcomm’s Oryon CPU cores with SME while the Exynos 2600 uses Arm’s latest 10-core configuration with SME2 cores. The Exynos 2600 CPU configuration is based on the Lumex CSS platform that I wrote about late last year. Samsung and Arm have recently touted the importance of SME2 for AI performance on the CPU. It has become apparent that while much of the AI performance conversation has been focused on the NPU and GPU, the CPU is still an important component of the AI inference equation, especially for smaller models and more latency-intensive applications.

Samsung’s Mason Page presents the summary slide of the S26 Ultra (Credit: Anshel Sag)

Samsung Privacy Display Comes into Focus

The Galaxy S26 Ultra is the only phone with a 6.9-inch display, albeit with a lower PPI (500) than the S26+, which has the same resolution but in a 6.7-inch display. The major feature that is exclusive to the S26 Ultra is the new Privacy Display that has been teased and promoted ahead of the launch. This feature is a hardware capability that Samsung has built into the display at a pixel level, specifically for the purpose of enabling greater privacy when and where the user wants it. This feature can even be enabled for just part the screen or for specific applications, giving the user full granularity. Maximum privacy protection is also an option that changes how the display appears and provides a completely opaque display. These capabilities should help protect people’s passwords, sensitive messages, and other information from snooping eyes.

There’s clearly a lot of interest in this feature, and while it is available only on the Ultra today, I expect that Samsung could end up using it for laptops, tablets, and other smartphones that are less expensive. Meanwhile limiting its initial rollout to the S26 Ultra limits the scale of the deployment and allows Samsung to figure out whether consumers and businesses really want this feature and how broadly it might be deployed.

Even More Upgrades for the Galaxy Smartphone Lineup

Compared to the Galaxy S25+, the S26+ gets almost no upgrades other than a new SoC and 5W faster wireless charging. Meanwhile, the S26 Ultra has been upgraded with new Super Fast Charging 3.0, which adds 60W wired charging and 25W wireless charging. While Samsung didn’t include the magnets for Qi2 wireless charging in the phone itself, it has announced that cases with the magnets are already available. This should deliver effectively the same experience without adding thickness to the phone, which already comes in at a thinner 7.9mm, compared to the S25 Ultra’s 8.3mm.

The S26 Ultra’s camera configuration remains a four-camera array, including the same 200MP main camera, 50MP Ultrawide, 50MP 5x optical, and 10mp 3x optical telephoto cameras. What Samsung did upgrade, however, is the aperture of the main 200MP to f/1.4 from f/1.7, and the 5x telephoto to f/2.9 from f/3.4. These upgrades allow for faster shutter speeds during the day and better low-light performance with less noise at night.

Expanding the Role of Galaxy AI

Samsung has expanded the role of Galaxy AI with enhanced agentic experiences powered by a mixture of Gemini, Bixby, and Perplexity. While I understand why Samsung continues to keep Bixby around, I don’t think that the company should be hiding its more compelling AI features behind using the Samsung keyboard and browser, which might be among one of the least relevant apps on the phone. Whenever I get a new Samsung phone — and I’ve had plenty of them — I personally switch from the default keyboard to Gboard almost immediately.

In terms of AI upsides, it was nice to see Samsung lean into AI-enhanced photo editing, adding new capabilities and features that make it more fun and easier to use. Those include features like generative object removal and the ability to swap faces like Google has in the Pixel series of phones, which is one of the best features I’ve used on Android besides Samsung’s generative object removal.

The Galaxy S26 Still Has Plenty of Room for Improvement

While the Galaxy S26 Ultra addresses many of my complaints about the S25 Ultra, especially the slow rate of charging compared to the rest of the Android market, there are still plenty of other places for improvement. The battery on the S26 Ultra is not only the same as its predecessor, but it almost the same as for the S26+, which is a much smaller phone. The tech press has repeatedly asked Samsung (along with Apple) why they won’t adopt silicon-carbon batteries, which are now achieving as much as 7500 mAh in effectively the same space as a traditional 5000 mAh battery. As someone who has used devices equipped with Si-C batteries, I can tell you it totally changes the charging paradigm by requiring fewer charges and delivering more effective fast charging. For consumers’ sake, I hope that we will see Si-C technology gain adoption outside of China.

Besides improving the battery, I believe that Samsung can and should get even more aggressive about camera functionality on the Ultra. Yes, the Ultra camera setup is already nice, but it’s unclear what Samsung has done in this generation to compete with the likes of Oppo, Vivo, and Xiaomi in those companies’ markets — but also in the U.S. For example, Samsung owned the advantage in telephoto cameras for the longest time against Apple, but once Apple got a 4x optical zoom, it became much more competitive and eroded Samsung’s competitive moat.

Galaxy S26 family pre-orders began on February 25 and reached the shelves on March 11 for all models in all geographies. One thing to note is that Samsung has killed the 128GB model of the S26, which raises the base price to $899. The S26+ also gets a price bump to $1,099, while the S26 Ultra price remains the same at $1,299 (This might be due in part to the S26 Ultra being a high-end, relatively low-volume item, and price isn’t as much of a factor at that tier.)

All in all, I regard the Galaxy S26 Ultra as a unique device that has made some incremental improvements over the preceding generation, and that has a very impressive new display technology that seemingly everyone I’ve talked to wants in their next phone.