OpenAI's first hardware play might be a phone that replaces your app grid with an agent task stream

OpenAI is reportedly building an AI-first smartphone centered on agents, not apps.

Analyst Ming-Chi Kuo says MediaTek, Qualcomm, and Luxshare may be involved in the project.

Mass production could begin in the first half of 2027, with a business model tied to subscriptions and hardware sales.

The move could push OpenAI into consumer hardware and intensify competition in the AI device market.