Kuo: OpenAI appears to be fast-tracking its AI agent phone with two NPUs and a custom MediaTek Dimensity 9600 SoC, targeting mass production as early as H1 2027
【Industry Check Update】OpenAI appears to be fast-tracking its first AI agent phone, with mass production targeted as early as 1H27. Potential drivers include supporting a year-end IPO narrative and intensifying competition in AI agent phones. MediaTek currently appears better
So they plan to sell 30M phones in 18 months Good luck sourcing the DRAM and getting all the suppliers (probably why they went back to Luxshare after saying No China)
“MediaTek currently appears better positioned to become the sole processor supplier, with the device set to use a customized version of the Dimensity 9600, built on TSMC's N2P node in 2H26.” Very interesting....