US EditionThe OpenAI Smartphone Will Fail, but It'll Be Good for iPhone Users
The device would use AI agents to handle tasks directly and could reach mass production in 2028, analyst Ming-Chi Kuo said.
- Analyst Ming-Chi Kuo reports that OpenAI is developing a smartphone designed to replace traditional apps with AI agents, targeting mass production in 2028 with partners MediaTek, Qualcomm, and Luxshare.
- OpenAI believes controlling full hardware and software could enable deeper AI integration while circumventing constraints imposed by Apple and Google; leveraging ChatGPT's one billion weekly users strengthens expansion potential.
- Kuo says the phone must continuously understand user context to function effectively, potentially redesigning software as a continuous stream of behavior rather than individual apps.
- OpenAI Chief Global Affairs Officer Chris Lehane stated the firm is on track to announce its first hardware product in the second half of 2026, reportedly codenamed "Sweet Pea."
- Perplexity CEO Aravind Srinivas expressed skepticism about the smartphone's commercial success, though he noted the attempt could accelerate the shift toward Agentic AI even as the Apple ecosystem remains central.
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OpenAI is reportedly building a smartphone where AI agents replace apps
The hardware side appears more conventional. Kuo says the device would use chips from either MediaTek or Qualcomm and be assembled by Luxshare, a manufacturer that also produces iPhones. That points to reliance on established partners rather than a new supply chain.Read Entire Article
'This will be DOA': OpenAI is allegedly making its own smartphone to rival Apple
In the world of artificial intelligence, things can move fast, with the companies at the helm often shifting quickly. A new report from TF International Securities analyst Ming-Chi Kuo (@mingchikuo) suggests that OpenAI is reversing course on its past smartphone position and now working to build its own. https://t.co/Qqi64OWBM3— 郭明錤｜Ming-Chi Kuo (@mingchikuo) April 27, 2026 Kuo reported on April 26 that the company behind ChatGPT is teaming with…
The company should also want to develop its own chip for this purpose. However, the cloud should be used for more demanding tasks
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