OpenAI Reportedly Working on an AI Smartphone to Rival iPhone
4 hours ago
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- OpenAI is reportedly developing a smartphone, reversing previous reports that it had no phone market plans, according to analyst Ming-Chi Kuo.
- Chip partners are MediaTek and Qualcomm, with Luxshare as the exclusive manufacturer; mass production is scheduled for 2028, and final specs will be set by late 2026 or early 2027.
- Kuo argues smartphones are key for AI agents due to their ability to capture real-time user data like location and activity, which is essential for AI inference and will shift interactions from apps to task completion.
- OpenAI aims to control both OS and hardware for comprehensive AI service, potentially using a subscription model to build a developer ecosystem.
- This contrasts with OpenAI's prior hardware focus on non-phone devices, such as smart speakers and glasses, developed with Jony Ive, with the first product due in 2026-2027.
- CEO Sam Altman's post about rethinking OS and UI design hints at this move, which would position OpenAI in direct competition with Apple's iPhone.