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OpenAI reportedly working with MediaTek, Qualcomm on smartphone chips, mass production expected in 2028

Ming-Chi Kuo said the device would use a mix of on-device and cloud AI, with mass production expected in 2028.

  • On Monday, TF International Securities analyst Ming-Chi Kuo reported that OpenAI is partnering with Qualcomm and MediaTek to develop a smartphone chip, with Luxshare co-designing and manufacturing the device for 2028 mass production.
  • OpenAI aims to replace app-based interactions with AI agents, asserting that control over both hardware and the operating system is essential for real-time AI inference and delivering comprehensive AI services.
  • Specifications and suppliers for the AI-centric device are expected to be finalized by late 2026 or early 2027, signifying a shift toward vertical integration as OpenAI embeds frontier models directly into custom hardware.
  • Qualcomm shares surged 8% in premarket trading Monday following the unverified report, though Qualcomm, OpenAI, and MediaTek have not confirmed the partnership, leaving investors awaiting official verification.
  • Although OpenAI previously focused on non-phone devices like smart speakers with designer Jony Ive, this reported pivot suggests a renewed commitment to the smartphone market after acquiring Ive's startup io for $6.5 billion.
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The company behind ChatGPT would work on a smartphone driven entirely by artificial intelligence, able to dispense with applications.

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With MediaTek and Qualcomm, OpenAI is developing a smartphone that will replace 2028 apps with AI agents. A radical attack on the platform monopoles – or the next Fire Phone disaster?

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Trading Tips broke the news on Monday, April 27, 2026.
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