Kuo Ming-chi: OpenAI is developing AI smartphones, expected to mass-produce by 2028

Well-known Apple supply chain analyst Ming-Chi Kuo posted on Monday revealing that OpenAI is collaborating with MediaTek and Qualcomm to develop mobile processors, with Luxshare taking on the role of exclusive system collaborator in design and manufacturing,预计 to begin mass production by 2028.

Qualcomm rose 10% before the market opened, Luxshare Precision Industries hit the daily limit up.

Kuo believes that the core positioning of OpenAI's phones is fundamentally different from existing smartphones. The user's goal is no longer to use a bunch of Apps, but to execute tasks and meet various needs through mobile phones, with the mobile interface evolving from the current "App icon grid" to "AI Agent task stream."

He pointed out that OpenAI's three main logic for making phones are: Only by fully controlling the operating system and hardware can comprehensive AI Agent services be provided; phones possess all of a user's current status and are the most important input information for real-time AI inference services; phones will still be the terminal device with the largest quantity in the future.

On the supply chain front, Kuo anticipates that MediaTek and Qualcomm will benefit in the long term from the demand for device swaps, citing the example of MediaTek with Google TPU Zebrafish and noting that a single AI chip processes as much as 30 to 40 AI Agent mobile processors. He expects that by the end of 2026 or the first quarter of 2027, the specifications and suppliers will be finalized. If targeting the global market of 300 to 400 million high-end models per year, the device swap tide will be a strong operational driving force.

For Luxshare, Kuo considers this case to be highly significant. Luxshare's assembly position in the Apple supply chain is hard to surpass Foxconn, while the OpenAI phone case can be expected to allow for an early layout, becoming a leading beneficiary in the next generation of mobile phones.