Is Samsung in danger of dying like Nokia and HTC?
It's been years since a flagship Samsung camera phone was truly innovative, making the brand increasingly vulnerable to Chinese competition
An excellent article by PetaPixel highlights how Samsung produces some of the world's most advanced image sensors, yet opts to equip its latest phones like the S26 Ultra with ageing sensor hardware. Not only that, it's also happy to provide rival phone manufacturers with newer sensors than it uses in its own products, thereby giving the competition a hardware advantage. It seems like a baffling business decision - to voluntarily hamstring your own products while simultaneously supplying your rivals with more modern tech - but this is exactly the position Samsung has chosen.
PetaPixel's interview with a Samsung Senior Executive reveals several reasons for the brand's reluctance to use its own cutting-edge image sensors in its flagship phones, but none are particularly convincing. The gist is that Samsung has stuck with the same 200 megapixel ISOCELL HP2 sensor since the S23 Ultra as it is tried and tested hardware that provides a stable, known baseline for Samsung to develop its AI image enhancement. According to Samsung, the physical sensor is only one piece in a much bigger picture: “What ultimately matters are the results. Our approach is focused on delivering consistent, high-quality performance for real-world use cases, and we’re confident our customers will be very happy.”
There is something to be said for this approach. In conventional cameras the image sensor is a major component that has a huge influence on image quality, but equipping a new camera phone with the latest and greatest image sensor isn't quite so important. This is due to a phone's immensely powerful image processing, which has the power to turn an old or mediocre sensor into an imaging powerhouse. Google proved this in past generations of Pixel phones: the Pixel 2, 3, 4 and 5 all used the same 1/2.55" 12.2MP sensor, yet image quality consistently improved with each phone generation, mostly thanks to better processing. Samsung has also followed this model, leaning heavily on AI to boost the image quality of the last few generations of S Ultra phones. There can be no doubt that this approach has yielded positive results, even in spite of Samsung's negligible improvements to camera hardware over the same time period. But the question is: is Samsung doing enough? The S26 Ultra is undoubtedly an excellent camera phone, but the competition is fierce, and like Samsung, they're bringing AI and advanced image processing to the fight. What’s more, those rivals are also embracing cutting-edge camera hardware.
It could be argued that Samsung phones don't need to be at the forefront of camera hardware any more. After all, iPhones rarely blaze a trail in this respect, and that doesn't seem to hurt sales. Google also follows a similarly conservative approach with Pixel camera hardware, again with positive results. However, Samsung isn't in quite such a privileged position as those brands. Apple's carefully curated iOS ecosystem and its steadfastly loyal consumers place the iPhone outside of Samsung's - or indeed any Android phone brand's - competitive reach. Pixel isn't quite so untouchable, but Google has managed to carve a slightly Apple-esque niche, positioning Pixel as the 'pure Android' experience. Granted, there will also be a large number of users loyal to Samsung's One UI interface, but I'd wager there's a greater percentage of Samsung users who'd be willing to jump ship to an alternative Android phone brand than there are iPhone or Pixel users ready to defect.
And when you consider the quality of phones which are ready to tempt Samsung users away from the brand, things start to look decidedly shaky for the Korean giant. I've recently been using the new Oppo Find X9 Ultra, which in 12GB/512GB guise costs the same as the equivalent Galaxy S26 Ultra. But when it comes to camera hardware, it’s clear which phone is superior. Sure, both have a 200MP sensor for their primary cameras, but where Samsung is still using its dated ISOCELL HP2 chip, Oppo has implemented a bang-up-to-date Sony LYT-901 sensor, which is also usefully larger in size. The Find X9 Ultra also packs a bigger sensor for its ultrawide module, but its telephoto hardware where Oppo really blows Samsung into the weeds. Where the S26 Ultra has to make do with a tiny 1/3.94" 10MP sensor for its 3x telephoto camera, the Find X9 Ultra boasts a huge 200MP, 1/1.28" chip behind its 3x lens. For context, that's physically larger than the sensor in the S26 Ultra's main camera. Both phones use a 50MP sensor for their long-range telephoto modules, and here the S26 Ultra's sensor is marginally larger than Oppo's. However, that's only because Samsung's optical zoom tops out at just 5x, whereas the Find X9 Ultra can achieve a 10x, 230mm-equivalent reach.
Then there's Oppo's close collaboration with Hasselblad, which results in Hasselblad Master Mode: a whole suite of film-style pre-sets, extensive manual control options, and a more natural photo aesthetic that convincingly emulates the image quality from the brand's medium format cameras.
What's more, it's not just the internal camera hardware where brands like Oppo are showing a clean pair of heels to Samsung. Where you could be forgiven for mistaking the S26 Ultra for one of Samsung's mainstream A-series phones, the Find X9 Ultra is a bespoke design that adopts numerous Hasselblad design cues and consequently looks like nothing else on the market - it feels like a truly special device in the hand. And if you want to stand out from the crowd even more, there's the Find X9 Ultra Hasselblad Earth Explorer Kit. This includes a Hasselblad-inspired case and grip with integrated 2-stage camera shutter button and a physical zoom rocker. The case can then be fitted with a gorgeous Hasselblad telephoto lens to give 300mm of optical zoom, increasing to 690mm when using a combination of optical zoom and on-sensor cropping.
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Obviously the S26 Ultra does still have a lot going for it, but when it comes down to camera hardware and camera innovation, Oppo, along with other Chinese brands like Vivo and Xiaomi, are producing flagship phones with significantly more wow factor than the S26 Ultra offers. Right now this doesn't seem to be hurting Samsung - its decades of global phone dominance, along with the huge power of the wider Samsung empire - means it hardly needs to alter the S Ultra recipe for a new generation to be a sales hit. But seemingly invincible phone brands have been toppled before. Nokia's demise can largely be attributed to the disruptive market influence of the iPhone, along with cornering itself into a reliance on the doomed Symbian OS. Its death wasn't due to the kind of stagnating design innovation that we're seeing from Samsung, but the Nokia case study does at least serve as a warning that even an industry giant can fall. A more pertinent comparison to Samsung's current position is that of HTC. Once a major player in the Android phone sector, with flagships like the HTC One M7 and M8 being widely considered to be the best camera phones of their period, the HTC brand seemed to disappear almost overnight. There were multiple reasons for this, but one major factor was lacklustre design and innovation: HTC seemed to rest on its laurels after the One M8, with subsequent flagships offering little in the way of meaningful improvements. Sound familiar?
Now, I'm not suggesting Samsung is on the brink of collapse due to its last few generations of S Ultra being mildly underwhelming. But there is only so long it can keep recycling the same camera hardware and tired design language when the Chinese brands are innovating in these areas so relentlessly, while also bringing their flagship phones to market for the same or less money than Samsung charges. If Samsung continues to play it safe like this, it’s only a matter of time before customers of its flagship phones are tempted away to more enticing options, at which point the brand may find it very difficult to win them back.
Ben is the Imaging Labs manager, responsible for all the testing on Digital Camera World and across the entire photography portfolio at Future. Whether he's in the lab testing the sharpness of new lenses, the resolution of the latest image sensors, the zoom range of monster bridge cameras or even the latest camera phones, Ben is our go-to guy for technical insight. He's also the team's man-at-arms when it comes to camera bags, filters, memory cards, and all manner of camera accessories – his lab is a bit like the Batcave of photography! With years of experience trialling and testing kit, he's a human encyclopedia of benchmarks when it comes to recommending the best buys.
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