It is reported that OpenAI is planning to make a "deep water bomb" in the hardware field. According to the latest information disclosed by industry analyst Ming-Chi Kuo, this AI giant is closely collaborating with MediaTek, Qualcomm, and Luxshare Precision to jointly develop a smartphone project that is disruptive.

This project not only gathers top supply chain resources but also reflects OpenAI's deep involvement in the core architecture. The chip of this phone will be co-designed by OpenAI, MediaTek, and Qualcomm, while Luxshare Precision plays a dual role as a co-design and manufacturing partner. This "strong alliance" indicates that OpenAI aims to redefine the interaction logic of mobile terminals starting from the underlying hardware.

The biggest difference between this device and traditional smartphones lies in its core innovation: the "AI Agent." Unlike the current model where phones rely on hundreds or even thousands of independent applications (Apps), OpenAI's vision is to create a device centered around an AI agent, completely replacing the traditional app ecosystem. By continuously understanding users' contextual environments, the AI agent will directly assist users in completing various tasks. In terms of technical implementation, the device is expected to combine small edge models with cloud-based large models, flexibly allocating computing resources based on the complexity of requests.

Although the hardware plan has already become apparent, the product's official release is still some time away. It is currently expected that the specific specifications and supplier list of the phone will be finalized by the end of 2026 or the first quarter of 2027. If the development progresses smoothly, mass production could start as early as 2028.