Samsung wants to let you vibe code apps and more on future Galaxy phones

The move toward end-user “vibe coding” is not just a UX story — it creates a durable wedge between platform owners who control toolchains and the hundreds of thousands of small developers who currently monetize bespoke mobile functionality. If OEMs succeed at building low-friction AI composition inside the OS, they create capture mechanisms (widget marketplaces, premium personalization subscriptions, on-device model distribution) that can add recurring ARPU without materially increasing churn; conservatively, a $3–7 incremental ASP on ~1B annual smartphone units implies $3–7B of addressable SoC/app-tooling revenue annually for the supply chain over a 2–3 year adoption curve.

Second-order winners are the chip and memory vendors that enable low-latency on-device inference — increased NPU utilization raises SoC ASPs, and modest persistent model storage (1–3GB/device) lifts NAND demand by low single-digit percentages. Conversely, mid-tier app-outsourcers and some cloud-only inference players face revenue compression if on-device tooling reduces demand for custom app builds and even routine backend calls; that pressure will manifest first in 12–24 months as OEM toolkits mature and third-party marketplaces form.

Key risks: battery/thermal constraints and poor UX from lightweight models could stall adoption quickly, and privacy/regulatory pushback (EU/US) around automated UI manipulation or monetization of personalization data could force OEMs to shift to heavily on-device, less monetizable implementations. Watch developer adoption signals (SDK downloads, marketplace uploads) and incremental ARPU disclosures — those are the earliest hard catalysts to separate pilot PR from genuine product-led monetization in 6–18 months.