Is OpenAI Developing a Smartphone Specialized for AI Agents? — Ming-Chi Kuo

Analyst Ming-Chi Kuo says OpenAI is exploring an AI-agent smartphone with MediaTek and Qualcomm chips and Luxshare as a manufacturing partner.

The device is said to combine cloud AI and on-device AI so agents can handle tasks directly on the phone.

Mass production is reportedly targeted for 2028, signaling a deeper push by OpenAI into hardware, not just software.

If true, the plan could reshape the next wave of AI devices and intensify competition with Apple and other hardware players.