Supply‑chain analyst Ming‑Chi Kuo reports that OpenAI is accelerating development of its inaugural hardware product—a smartphone slated for mass production in early 2027. The device will run a customized MediaTek Dimensity 9600 chip, feature an enhanced image‑signal processor, LPDDR6 memory, UFS 5.0 storage and a dual‑NPU architecture for simultaneous language and vision AI tasks. Kuo predicts shipments of up to 30 million units in 2027‑28, putting the phone in the same league as Samsung’s flagship models. Read more →

OpenAI may be moving into hardware with its first AI‑focused smartphone, analyst Ming‑Chi Kuo of TF Securities reports. The device, still under development, could enter mass production in the first half of 2027, though the company has not confirmed the plan. Supply‑chain clues point to a partnership with MediaTek for a custom processor, TSMC for chip fabrication, and Luxshare for assembly. Designed around on‑device artificial‑intelligence, the phone would prioritize dual neural‑processing units, LPDDR6 memory and advanced security features, signaling OpenAI’s bid to define a new class of AI‑agent phones. Read more →