OpenAI is getting ready to shake up the smartphone market with a phone that replaces traditional apps with AI agents, according to master prognosticator Ming-Chi Kuo.
Kuo is known for his accurate predictions about Apple products, but in a posting on X Sunday, the TF International Securities analyst took a detour from Cupertino to Mission Bay.
He wrote that OpenAI is working with MediaTek and Qualcomm to develop smartphone processors.
Luxshare is the exclusive system co-design and manufacturing partner, he added, with mass production expected in 2028.
“Only by fully controlling both the operating system and hardware can OpenAI deliver a comprehensive AI agent service,” he wrote.
