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Sources: Samsung will share more details about its foldable screen phone and open Bixby to third-party developers at its developer conference next week

New features for Bixby are meant to challenge the dominance of Apple, Amazon and Alphabet in artificial intelligence

Wall Street Journal Timothy W. Martin

Context & Ripple Effects

Bixby has been a closed system since it shipped alongside the curved-screen Galaxy S8 in 2017, and Samsung has been telegraphing the opening for months — it said in September it would let developers build Bixby apps later this year. Next week's developer conference is where that promise becomes concrete: an SDK, five new languages, and more detail on the foldable screen phone that gives the assistant new hardware to live on.

First-order effects

  • Third-party developers get direct SDK access to Bixby for the first time, turning a device-bundled feature into a platform they can build on.
  • Samsung formally positions Bixby against Apple's Siri, Amazon's Alexa and Alphabet's Assistant, whose dominance in AI assistants the company says the new features are meant to challenge.

Second-order effects

  • Amazon, Apple and Alphabet face a fourth large-scale Android distribution channel courting their developer ecosystems, raising the competition for third-party skills and integrations.
  • The foldable phone becomes the differentiating surface for Bixby — if Samsung ships a working foldable, as it has since planned to unveil in February, the assistant gets form-factor use cases rivals can't match on standard slabs.

Third-order effects

  • If the pattern holds, assistant competition shifts from who has the most users to who controls the most open developer platform across the widest range of device shapes — hardware makers using openness to compensate for weaker AI mindshare.

The trend: Device makers are opening proprietary voice assistants to third-party developers and pairing them with novel hardware form factors to break the Apple-Amazon-Alphabet hold on AI assistants.