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There have been plenty of rumors about OpenAI\u2019s hardware plans, which involve launching a pair of earbuds. A new note from industry analyst Ming-Chi Kuo suggests that the AI company might be working on a phone in collaboration with MediaTek, Qualcomm, and Luxshare.<\/p>\n
Kuo, who has reported on several Apple hardware plans in the past, said that OpenAI would develop a smartphone chip with MediaTek and Qualcomm, with Luxshare acting as a co-design and manufacturing partner. <\/p>\n
The analyst\u2019s note also suggests that instead of apps, the smartphone could rely on AI agents to complete different tasks. Currently, Apple and Google control the app pipeline and the type of system access they get, restricting some of their functions. Kuo suggests that by creating its own smartphone and hardware stack, OpenAI would be able to use AI in all kinds of features without restrictions. With ChatGPT nearing a billion weekly users, a hardware product for daily use could also bode well for OpenAI\u2019s ambition to reach more consumers.<\/p>\n
This thinking is not restricted to OpenAI. Vibe coding app makers are predicting a future that doesn\u2019t involve apps. Nothing CEO Carl Pei said at SXSW that apps will eventually go away.<\/p>\n
Kuo believes that OpenAI\u2019s smartphone would be designed to continuously understand users\u2019 context. By offering the phone itself, the company could gain access to more data about users\u2019 habits than an app on the phone could. He also said that the company will work on a mixture of small on-device models and cloud models to handle different types of requests and tasks.<\/p>\n
The analyst said the smartphone\u2019s specifications and its component suppliers are expected to be finalized by the year-end or by the first quarter of 2027, with mass production of the device expected to start in 2028.<\/p>\n
Earlier this year, OpenAI Chief Global Affairs Officer Chris Lehane said that the company is on track to announce its first hardware product in the second half of 2026. Several reports at that time indicated that the device could be uniquely designed earbuds.<\/p>\n
OpenAI didn\u2019t comment on the story at the time of writing.<\/p>\n<\/div>\n