Consider this speculation, but from a computer engineer with three decades in the industry. First, let's briefly consider the technical considerations. Recent versions of Tizen include a Chromium-bas...
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Consider this speculation, but from a computer engineer with three decades in the industry. First, let's briefly consider the technical considerations. Recent versions of Tizen include a Chromium-based web component. There are some low-level things that may or may not be there, but having Chromium there at least puts Tizen in striking distance of supporting Stadia (comparable to LG's platform, but in marked contrast to something like Roku, for example).
So, beyond that, there are business considerations. Building a new game-streaming solution is somewhere between "straightforward" and "extremely challenging" depending on how much performance and cost optimization is required. Amazon's Luna, for example, just uses standard GPU-equipped virtual machines on AWS running Windows. It has not been highly optimized for either performance or cost. Stadia is at the other end of the spectrum, with custom video encoding silicon that has been tightly integrated with a protocol stack to achieve minimal latency and optimized loss recovery. So, the question is, would Samsung really invest in building something even relatively unoptimized like Luna if the only use-case is playing from their TVs? I find that unlikely. Maybe if they are also planning to support playing from their Android phones? But, even then, getting into this business with substantial engineering investment is going to need a substantial revenue expectation. It's not impossible, and Samsung has the engineering talent to do it – I just find it hard to bet on.
So, a more likely option would be partnering with someone else who already has a game-streaming solution. Of those, Stadia appears to be the only one offering a white-label option. I would be surprised to see them partner with Amazon, Microsoft, or Luna unless those companies have a white-label option they haven't announced. To further support this, Samsung and Google have a history of working together on Android, and have recently strengthened their partnership on Wear OS. Those relationships are with other parts of Google, of course, but at least it's an indication that senior management in both companies are comfortable working with each other.
As I said, this is all (informed) speculation, though. I will be interested to see how this plays out. But, personally, I am not a fan of "smart" TV features. I prefer to use external devices (I have an Apple TV for streaming video, and use a Chromecast Ultra for Stadia gaming), since built-in features become obsolete much sooner than the display panel itself.