"OpenAI is developing a smartphone built around AI agents rather than apps, with Qualcomm and MediaTek jointly designing the custom processor and Luxshare Precision Industry co-designing and exclusively manufacturing the device."
"Kuo projects 300 to 400 million annual shipments if the device succeeds, a figure that would exceed Apple's iPhone volumes and place the phone in direct competition with the two companies that control roughly 40% of the global smartphone market."
"The phone Kuo describes is not a smartphone with an AI assistant. It is a device where the AI agent is the interface and the app is obsolete."
OpenAI is creating a smartphone that replaces apps with AI agents, designed in collaboration with Qualcomm and MediaTek. Luxshare will exclusively manufacture the device. Analyst Ming-Chi Kuo predicts annual shipments of 300-400 million units, potentially surpassing iPhone sales. The supply chain is credible, as Luxshare has experience with AirPods and Qualcomm powers a significant portion of Galaxy devices. However, OpenAI has no prior hardware shipping experience, and previous AI devices have failed. Specifications are expected to be finalized by late 2026 or early 2027, with mass production aimed for 2028.
Read at TNW | Artificial-Intelligence
Unable to calculate read time
Collection
[
|
...
]