OpenAI Working on AI Smartphone with MediaTek/Qualcomm Chips; Mass Production Target 2028
Ming-Chi Kuo's latest supply chain checks reveal OpenAI is working on a smartphone, reversing earlier reports that the company had no phone market plans. Key details:
- Chip partners: MediaTek and Qualcomm are chosen, with exact specs and additional suppliers expected by late 2026 or Q1 2027.
- Manufacturer: Luxshare Precision Industry is the exclusive manufacturing partner.
- Timeline: Mass production scheduled for 2028; first hardware announcement (likely a smart speaker) expected H2 2026 with launch around early 2027.
- Rationale: Kuo argues smartphones are uniquely positioned for AI agents because they capture user's full real-time state (location, activity, communication, context) — the most important input for real-time AI agent inference. Full control of OS and hardware is required for a comprehensive AI agent service.
- Business model: Subscription-bundled model could enable a developer ecosystem around agents.
- Context: This contrasts with OpenAI's prior hardware strategy focused on non-phone form factors (smart speaker, smart glasses, smart lamp, earbuds) developed with Jony Ive's io Products (acquired for $6.5B).
OpenAI CEO Sam Altman posted on X the same day, saying it feels like a good time to seriously rethink how operating systems and user interfaces are designed.
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