Kuo: OpenAI is working with MediaTek and Qualcomm to develop smartphone chips, with Luxshare handling the system co-design; mass production is expected in 2028

• Latest industry checks: OpenAI is working with MediaTek and Qualcomm to develop smartphone processors …

@mingchikuo 2026-04-27

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@cartidise Noah Cat on x
Yeah, we absolutely do NOT need another smartphone company Imagine buying an OpenAI phone 😭
@jukan05 Jukan on x
Should I put together a bull thesis on Qualcomm? $QCOM [image]
@mweinbach Max Weinbach on x
Smartphones are peak device, any AI device will be an accessory of the smartphone Basically nothing will replace the place of the smartphone, it's essentially perfect. Thin light glass slab with all day battery, cameras, and connectivity.
@scobleizer Robert Scoble on x
He is Apple's most accurate analyst. Will he turn out to be the same for @OpenAI? I wouldn't bet against it.
@cryptopunk7213 @cryptopunk7213 on x
oh shit openai's building a smartphone device to compete with Apple this makes a lot of sense... if they can pull it off: -> the device is designed to run personal ai agents. zero apps. just ai. -> the phone will continuously capture and feed the users real-time data into [image]
@leakerapple @leakerapple on x
Jony Ive will design an Android phone 🤮
@parkerortolani Parker Ortolani on x
the idea of Jony Ive making an Android phone *gulp*
r/OpenAI r on reddit
OpenAI Reportedly Working on an AI Smartphone to Rival iPhone
@mweinbach Max Weinbach on x
If you want to be successful with AI devices, the best bet will be own the phone (consider it a compute hub) then sell accessories to customize the AI experience to each user Own the platform, sell ways to customize and extend it as well as services on it. Only way it'll work.
@faionur Fai Nur on x
openai phone won't work in the US because the imessage network effects are too powerful this will go the way of facebook phone [image]
r/singularity r on reddit
OpenAI could be making a phone with AI agents replacing apps
r/technology r on reddit
OpenAI could be making a phone with AI agents replacing apps
@signulll @signulll on x
it's interesting that openai is building toward a phone (instead of just earbuds) cuz this is probably the first moment where that isn't obviously insane. lots of others like fb, microsoft, amazon, & others failed because they were trying to enter the smartphone market without a
@chamath Chamath Palihapitiya on x
This is the way. The past 50 years of computing was about inventing form factors to interact with information. Retrieve information. Search for information. Edit information. Save information. AI is about interacting with knowledge. It's completely different. Agents and models

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Kuo: OpenAI is working with MediaTek and Qualcomm to develop smartphone chips, with Luxshare handling the system co-design; mass production is expected in 2028

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