OpenAI developing AI agent smartphone with Qualcomm and MediaTek, targeting 300-400M annual shipments by 2028
OpenAI is developing a smartphone where AI agents replace apps, with Qualcomm and MediaTek jointly designing the custom processor and Luxshare exclusively manufacturing, according to Ming-Chi Kuo. The analyst projects 300-400 million annual shipments, targeting mass production in 2028. Qualcomm surged 13% on the report. The supply chain is credible, Luxshare builds AirPods, Qualcomm powers 75% of Galaxy S26, but OpenAI has never shipped hardware, and every previous AI device (Humane Pin, Rabbit R1) has failed. This is OpenAI’s second hardware track alongside the Jony Ive project.