Kuo: OpenAI smartphone with custom chipset in the works | Infinium-tech

According to a new report from analyst Ming-Chi Kuo, OpenAI is developing a smartphone that is set to bring true agent AI capabilities. The device will reportedly enter mass production in 2028 and offer on-device AI capabilities, while more demanding tasks will be sent to the cloud.

According to Kuo, OpenAI is currently working with both MediaTek and Qualcomm to develop a custom chipset for their upcoming smartphones. The report also highlights Luxshare as the exclusive co-design and manufacturing partner for the device.

OpenAI Smartphone UI Concept Design (Credit: Ming-Chi Kuo)

According to Kuo, OpenAI’s smartphone will abandon the familiar app grid and icons and instead offer a “task stream.” This interface will reportedly provide a unified look with tasks and their status displayed directly on the screen. According to the report, OpenAI is expected to develop an entirely new agentic AI ecosystem with the help of third-party developers.

One takeaway that stands out from Kuo’s post is that OpenAI smartphones will “need to constantly understand the user’s context,” possibly hinting at always-on functionality at the chipset level. OpenAI is expected to bundle some of its AI subscriptions with smartphones.

Jony Ive and Sam Altman want to create a “family of devices”

We’ve already seen a number of rumors for OpenAI hardware devices since it acquired Jony Ive’s “io” startup last year. At the time, Sam Altman and Ive revealed plans to “build a family of devices,” and we’ve seen speculation about an AI pen as well as AI earbuds, and most recently, a smart speaker device.

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