OpenAI is reportedly moving faster on plans to develop an AI agent smartphone that could enter mass production by 2027, marking a potential expansion from software into consumer hardware.<\/p>\n
AI Smartphone Push Gains Momentum<\/p>\n
Analyst Ming-Chi Kuo said in a post on X that OpenAI “may be accelerating the development of its first AI agent smartphone,” with mass production targeted for the first half of 2027.<\/p>\n
He added that the move could be driven by “a favorable year-end IPO narrative” and rising competition in AI-focused devices.<\/p>\n
Kuo said MediaTek is “more likely to secure the exclusive processor order,” with the device expected to use a customized Dimensity 9600 chip manufactured by TSMC using its advanced N2P process. <\/p>\n
He also pointed to expected hardware upgrades, including a dual NPU design for AI computing, faster LPDDR6 memory, UFS 5.0 storage and enhanced security features such as pKVM and inline hashing.<\/p>\n
“If development proceeds smoothly, shipments are projected to total approximately 30 million units in 2027 and 2028 combined,” Kuo wrote.<\/p>\n
OpenAI AI Smartphone Aims To Replace Apps<\/p>\n
Last week, OpenAI was reportedly exploring an AI smartphone concept <\/a>aimed at replacing app-based usage with a task-driven AI assistant.<\/p>\n Kuo said that OpenAI was working with MediaTek, Qualcomm Inc. (NASDAQ:<\/a>QCOM<\/a>), and Luxshare on a potential “AI agent” smartphone expected for mass production as early as 2028.<\/p>\n The report stated, “Users are not trying to use a pile of apps. They are trying to get tasks done and fulfill needs through the phone,” highlighting the shift in device usage.<\/p>\n It also noted that full control of hardware and software was seen as key to delivering a complete AI agent experience.<\/p>\n OpenAI Hardware Shift<\/p>\n