原文 · 未翻译
OpenAI's first hardware play might be a phone that replaces your app grid with an agent task stream
OpenAI is planning its own smartphone built around AI agents instead of traditional apps. According to analyst Ming-Chi Kuo, MediaTek and Qualcomm will supply the chips, and mass production could start soon.
OpenAI's first AI hardware might just be the usual: a smartphone. According to analyst Ming-Chi Kuo, OpenAI is teaming up with chipmakers MediaTek and Qualcomm, plus manufacturing partner Luxshare, to build its own AI smartphone.
Mass production was originally slated for 2028, but Kuo now says it could start as early as the first half of 2027, likely tied to OpenAI's planned IPO and the heating-up AI hardware race.
But OpenAI's pitch is the software running on the hardware: an AI agent that handles tasks for users instead of routing them through separate apps, a service that might work better if OpenAI controls the hardware and OS itself. The company has the brand, the user data, and the models to try it, with revenue likely coming from a mix of subscriptions and hardware sales.
MediaTek has the upper hand as the sole chip supplier, and combined shipments for 2027 and 2028 could hit around 30 million devices, according to Kuo.
Picking a smartphone as the form factor is also a quiet admission that more experimental AI hardware isn't ready for prime time yet. Smartphones still dominate by a wide margin, and Google already has a massive lead through Android, with its own agentic AI features in the works.
The biggest issues with these systems are still security and reliability, and even if the software worked perfectly, there's no killer use case yet beyond "nice to have" tasks like booking a restaurant. So these plans have mild "Facebook Phone" vibes, which was also just an OS reskin slapped on existing hardware. But who knows, OpenAI might knock it out of the park.
AI News Without the Hype – Curated by Humans