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On April 27, analyst Ming-Chi Kuo from TF International Securities posted that OpenAI plans to develop its own smartphone and is collaborating with MediaTek and Qualcomm to develop mobile phone processors. Luxshare Precision will serve as the exclusive system co-design (system co-design) and manufacturer, with mass production expected in 2028. The CEO of OpenAI believes that now is an opportune time to rethink operating systems and user interface design. Kuo stated that AI agents will redefine smartphones, allowing users to perform tasks and meet needs through their phones. OpenAI's move aims to fully control the operating system and hardware to provide comprehensive AI agent services and obtain real-time user status information. Influenced by this news, Luxshare Precision's stock price reached an all-time high.
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