The Six Five team discusses Samsung Galaxy Unpacked July 2024.
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Transcript:
Patrick Moorhead: Samsung brought out a health ring, a completely revamped exercise watch. They brought out their sixth generation of the fold and their sixth generation of the flip and they brought out a third generation of their what’s called buds or their in-ear speakers and they brought out a ton of new AI stuff. So some of the highlights, so Z Fold six, I can’t believe how thin this thing is and how good the multi-windowing and the camera is getting. There’s a lot of chatter about, oh wait a second, you increase this by a hundred bucks and you made all these improvements but oh, it’s not enough, I wanted more camera.
I see the fold as a B2B play and quite frankly, it’s the killer app and it’s the killer device for hardcore business gets the new Qualcomm Snapdragon, Snapdragon eight gen three, which you get all the AI goodies, CPU GPU, huge bumps there. Flip Six, I mean it’s amazing. You put the flip six when it’s open and you put an iPhone or even the Galaxy S24, it gets tough. I mean they’ve improved the camera. They have really narrowed the gap on performance, battery size, battery life, wireless and durability, and I love these fricking cute cases, heavy target market to a younger audience. I think they really have something there and there’s going to be any flip phone that will popularize this and do high volume. This is where it’s going to start. The watch, I’m really into health and there were definitely some differentiators versus Apple Watch, first of all. Sleep apnea detection, something that’s called advanced glycation and products. Again, I’m doing a lot of research on this, but essentially gives insight into metabolic health, metabolic aging, and typically these things are done with a blood test. Also, ECG monitoring and blood pressure, unfortunately not for the United States.
They’ve had this capability for a couple of years, but the FDA is just not moving forward. Interestingly enough, in many countries in the EU it has been certified. But what I’m really another here is you get what looks like, and again, I need to use this a very valuable app you don’t have to pay for it. I’m paying for a ton of applications because Apple doesn’t actually embed health capability that tells you what to do. It gives you the reading. The only thing that the Apple Watch does natively, it tells you when to stand up. Okay. I mean literally that’s. It doesn’t say where you’re overtraining. Undertraining here is an issue with your sleep that you need to look at. It’s very basic. And one might say, hey, they’re making way for their developers, but with Samsung, you get it all there. Now, can’t vouch for the app yet. I haven’t used it. And then there’s the ring. I’m a huge Aura Ring user and I primarily use it for deep double click on sleep and a double click on stress. Some differentiators here. It has ECG functionality, it has continuous heart rate monitoring, and it has this thing called a vitality score, which is very similar to a paid application that I use called Athlytic. That tells me essentially my physical and mental readiness.
Daniel Newman: Do you ever allow that to particularly influence your day when your score isn’t as good?
Patrick Moorhead: No, no. We’ve talked about this, Dan, what it is more of a, hmm, gosh, I kind of feel lousy right now and let me pop open and look at it. It goes both ways. It also, it might be all green and it lifts me up, but over the long term, my watch plus my ring plus an app called Athlytic have been instrumental in my health turnaround.
Daniel Newman: Is that it?
Patrick Moorhead: No, no, just on the AI side. Again, Samsung announced… Oh by the way, Samsung has been shipping their AI stuff for months, like circle to search, sketch image and stuff like that and-
Daniel Newman: They’ve reiterated GA.
Patrick Moorhead: Yeah, this is… No, it’s actually been GA for a long time, these features. But what I’m going to talk about are some of the standouts here and some of the new features. You’re not going to challenge me on this one, man, you didn’t go to the event.
Daniel Newman: I’m not even challenging you. I’m just asking dumb questions to keep the-
Patrick Moorhead: They’re good questions. No, but they did come out that circle the search is the most popular AI feature that they have. I think the sketch to image, the browsing assist where you can essentially, you hit your browser and you can summarize page, one of the most interesting was PDF overlay translation where you don’t even have to take it into a PDF viewer and then do the trans… It’ll do it right on top of that. I thought that was awesome. And if you look at the flip and the fold, the ability to do translation where you can be speaking into your phone and then the other person can be reading it in their language is pretty amazing. And then side by side, if you have a meeting going on and it’s translating on the right of the fold screen, I just think that’s incredibly powerful. So I could talk about this forever, especially the health features, but I have the fold and it’s super thin and I’m not even going to put a case on it for the first time ’cause it has squared edges and they made it wider. So I think it’s good stuff. I like it.
Daniel Newman: Yeah, I wasn’t there. You hit it pretty hard. I haven’t fully read up on it, Pat. I think there’s an interesting sort of AI challenge that’s going to take place between the two platforms. This isn’t just really Samsung ai. It’s going to be what does Android powered AI look like? And of course Samsung’s always the de facto beneficiary of a volume. So Samsung AI plus-
Patrick Moorhead: Yeah, Samsung plus Google takes on Apple plus OpenAI.
Author Information
Daniel is the CEO of The Futurum Group. Living his life at the intersection of people and technology, Daniel works with the world’s largest technology brands exploring Digital Transformation and how it is influencing the enterprise.
From the leading edge of AI to global technology policy, Daniel makes the connections between business, people and tech that are required for companies to benefit most from their technology investments. Daniel is a top 5 globally ranked industry analyst and his ideas are regularly cited or shared in television appearances by CNBC, Bloomberg, Wall Street Journal and hundreds of other sites around the world.
A 7x Best-Selling Author including his most recent book “Human/Machine.” Daniel is also a Forbes and MarketWatch (Dow Jones) contributor.
An MBA and Former Graduate Adjunct Faculty, Daniel is an Austin Texas transplant after 40 years in Chicago. His speaking takes him around the world each year as he shares his vision of the role technology will play in our future.
