Micron Collaborates with Samsung on Galaxy S24 Series to Unlock the Era of Mobile AI Experiences
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The integration of Micron's LPDDR5X memory and UFS 4.0 mobile flash storage into the Samsung Galaxy S24 series represents a significant advancement in smartphone technology, particularly in enhancing AI capabilities at the edge. This collaboration underscores the increasing demand for high-performance, energy-efficient components that can support complex AI applications in mobile devices.
From a market perspective, the adoption of Micron's cutting-edge technology by a leading smartphone manufacturer like Samsung could potentially set a new standard for mobile device performance. As AI becomes more prevalent in smartphones, other manufacturers may follow suit, leading to increased market share and revenue for Micron. This could also trigger a ripple effect in the semiconductor industry, prompting competitors to accelerate their own innovations in memory and storage solutions.
Moreover, the emphasis on AI in the Galaxy S24 series could influence consumer preferences, driving demand for smartphones with advanced AI features. This trend may benefit both Samsung and Micron, as it could lead to higher sales volumes and the potential for premium pricing due to the enhanced capabilities of their products.
The strategic partnership between Samsung and Micron is likely to have financial implications for both companies. For Micron, being the provider of critical components for a flagship product line like the Samsung Galaxy S24 series could mean a stable and potentially growing revenue stream. Additionally, Micron's position as the only provider of mobile-optimized memory with 1β process node technology may give it a competitive edge in negotiations and pricing.
For Samsung, the incorporation of Micron's LPDDR5X and UFS 4.0 solutions may result in increased production costs. However, these costs could be offset by the premium pricing of the Galaxy S24 series due to its enhanced AI features. Furthermore, if these features resonate with consumers and lead to strong sales, Samsung could see a positive impact on its operating margins and overall financial performance.
Investors should monitor the market reception of the Galaxy S24 series and the subsequent financial reports from both Samsung and Micron to assess the impact of this collaboration on their financial health and stock performance.
The announcement of Micron's LPDDR5X and UFS 4.0 being used in Samsung's Galaxy S24 series is a testament to the rapid advancement of mobile technology. LPDDR5X represents the latest in memory technology, offering higher data rates and improved power efficiency over its predecessors. UFS 4.0, on the other hand, is a significant upgrade in storage technology, providing faster read-write speeds and improved power management.
This technological leap is critical for supporting the sophisticated AI features that Samsung is introducing, such as real-time voice and text translations and the ProVisual Engine for enhanced creative capabilities. These features are not only a selling point for consumers but also push the boundaries of what mobile devices can achieve in terms of processing power and user experience.
The industry should watch how these advancements in memory and storage technologies influence future mobile device designs and the development of AI applications. This could lead to broader adoption across the mobile ecosystem, affecting component suppliers, device manufacturers and app developers.
Samsung’s flagship Galaxy S24 Ultra, S24+ and S24 incorporate Micron’s high-performance, power-efficient LPDDR5X and UFS 4.0
BARCELONA, Spain, Feb. 27, 2024 (GLOBE NEWSWIRE) -- Mobile World Congress – Micron Technology, Inc. (Nasdaq: MU) announced today that Samsung has incorporated Micron’s low-power double data rate 5X (LPDDR5X) memory and Universal Flash Storage (UFS) 4.0 mobile flash storage into select devices in the Samsung Galaxy S24 series, which introduces powerful artificial intelligence (AI) to mobile users around the world. The Galaxy S24 series is underpinned by Samsung’s suite of generative AI tools, Galaxy AI, which helps amplify experiences from enabling barrier-free communication to maximizing creative freedom.
As these data- and energy-intensive features push the limits of smartphones’ hardware capabilities, Micron’s LPDDR5X memory and UFS 4.0 storage provide critical high-performance capabilities and power efficiency to deliver these AI experiences at the edge. Select Samsung Galaxy S24 devices across the S24 Ultra, S24+ and S24 models are shipping with LPDDR5X and UFS 4.0 — the most recent innovations in Micron’s robust mobile portfolio. Micron’s LPDDR5X is the industry’s only mobile-optimized memory offering the advanced capabilities of the 1β (1-beta) process node, while Micron’s UFS 4.0 offers leadership performance and power to store growing amounts of data in today’s AI-driven smartphones.
“Micron’s advanced portfolio of memory and storage solutions were selected to power the innovative Galaxy AI capabilities Samsung is pioneering in the new Galaxy S24 series,” said Mark Montierth, corporate vice president and general manager of Micron’s Mobile Business Unit. “By delivering the critical performance and energy efficiency needed at the edge, Micron’s LPDDR5X and UFS 4.0 solutions are unlocking an unprecedented level of AI-enabled capabilities for Galaxy users.”
Samsung’s Galaxy AI streamlines communication with intelligent features offering two-way, real-time voice and text translations, even during live phone conversations. The Galaxy S24 series also was the first to introduce Circle to Search with Google, a feature that allows users to see fast, thorough search results by using intuitive gestures like circling or highlighting images or text on their screens — no jumping between apps required. The series also boasts Galaxy’s ProVisual Engine, a suite of creativity and image capturing tools that use AI to help users get the most from their content at every step in the creative journey.
“Galaxy AI is leading the way into a new era that will forever change how mobile devices empower users. It’s breaking barriers to communication, amplifying creativity and meaningfully enhancing how we use our phones every single day,” said Inkang Song, vice president and head of technology strategy team at Samsung. “Collaborating with a like-minded innovator like Micron has helped us deliver the benefits of AI without compromising on speed and power — ultimately bringing never-seen-before intelligent experiences to people around the world.”
This announcement complements Micron’s release today of an enhanced version of its UFS 4.0 solution at Mobile World Congress with breakthrough proprietary firmware features in the world’s most compact package for managed NAND. Together, these launches extend Micron’s mobile leadership and accelerate artificial intelligence experiences at the edge for smartphone users.
Resources
- Solution page: Ultra-fast UFS
- Solution page: LPDDR5X
About Micron Technology, Inc.
We are an industry leader in innovative memory and storage solutions transforming how the world uses information to enrich life for all. With a relentless focus on our customers, technology leadership, and manufacturing and operational excellence, Micron delivers a rich portfolio of high-performance DRAM, NAND and NOR memory and storage products through our Micron® and Crucial® brands. Every day, the innovations that our people create fuel the data economy, enabling advances in artificial intelligence and 5G applications that unleash opportunities — from the data center to the intelligent edge and across the client and mobile user experience. To learn more about Micron Technology, Inc. (Nasdaq: MU), visit micron.com.
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