TF International Securities analyst Ming-Chi Kuo disclosed on the social platform X that OpenAI has plans to create its own smartphone. To achieve this, it is joining forces with Qualcomm and MediaTek in the development of mobile processor chips. Luxshare Precision is set to be involved in the collaborative design and assembly production of this device. Mass production of this AI-powered smartphone is anticipated to kick off in 2028.

Kuo emphasized that AI agents are set to revolutionize the smartphone landscape. They will empower users to accomplish tasks and fulfill needs directly via their phones, eliminating the need to rely on multiple applications. OpenAI's in-house developed smartphone aims to gain full control over both the operating system and hardware. This will enable it to deliver comprehensive AI agent services and access real-time status information from users. Moreover, smartphones continue to be the most widespread terminal devices. On Monday, Qualcomm's stock price experienced an upswing, influenced by this news.