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Renowned analyst Guo Mingchi posted that according to the latest industry research, OpenAI is collaborating with MediaTek and Qualcomm to develop smartphone processors, with Luxshare serving as the exclusive system co-designer and manufacturer, with mass production expected in 2028. Guo Mingchi stated that AI agents will redefine smartphones, imposing new requirements on processors, which may be why OpenAI is developing smartphones. He also elaborated on OpenAI's advantages and business model, pointing out that its smartphone development will benefit MediaTek and Qualcomm, with a potential wave of device replacements driving its operational growth. Additionally, the project holds significant importance for Luxshare, and early layout (laying out) could help it lead and benefit in the next-generation smartphone market.
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