Industry analyst Ming‑Chi Kuo says OpenAI is planning a smartphone that would replace traditional apps with AI agents. The device, slated to use a custom chip co‑developed with MediaTek and Qualcomm and manufactured by Luxshare, could give the company unfettered access to user data and enable on‑device and cloud‑based AI models. Kuo expects component decisions by late 2026 or early 2027, with mass production targeted for 2028. The move aligns with OpenAI’s push to bring its ChatGPT platform, now approaching a billion weekly users, into everyday hardware. OpenAI has not commented. Read more →

OpenAI is reportedly planning a new smartphone that eliminates traditional apps in favor of AI agents. Supply‑chain analyst Ming‑Chi Kuo says Qualcomm and MediaTek will co‑design a custom processor while Luxshare Precision Industry will handle exclusive manufacturing. The device could ship as early as 2028 with projected annual sales of 300‑400 million units, a volume that would rival Apple and Samsung. Qualcomm’s shares jumped on the news, but none of the firms have confirmed the partnership. The move marks OpenAI’s second major hardware effort, following a separate project with designer Jony Ive. Read more →