There have been plenty of rumors about OpenAI’s hardware plans, which involve launching a pair of earbuds. A recent note from industry analyst Ming-Chi Kuo suggests that the AI organization might be working on a phone in collaboration with MediaTek, Qualcomm, and Luxshare.

Kuo,In the past, who has reported on several Apple hardware plans, remarked that OpenAI would develop a smartphone chip with MediaTek and Qualcomm, with Luxshare acting as a co-design and manufacturing partner.

The analyst’s note also suggests that instead of apps, the smartphone could rely on AI agents to complete different tasks. Currently, Apple and Google control the app pipeline and the type of system access they get, restricting some of their functions. Kuo suggests that by creating its own smartphone and hardware stack, OpenAI would be able to utilize AI in all kinds of features without restrictions. With ChatGPT nearing a billion weekly users, a hardware product for daily apply could also bode well for OpenAI’s ambition to reach more consumers.

This thinking is not restricted to OpenAI. Vibe coding app makers are predicting a future that doesn’t involve apps. Nothing CEO Carl Pei remarked at SXSW that apps will eventually go away.

Kuo believes that OpenAI’s smartphone would be designed to continuously understand users’ context. By offering the phone itself, the organization could gain access to more data about users’ habits than an app on the phone could. He also commented that the corporation will work on a mixture of tiny on-device models and cloud models to handle different types of requests and tasks.

The analyst stated the smartphone’s specifications and its component suppliers are expected to be finalized by the year-end or by the first quarter of 2027, with mass production of the device expected to start in 2028.

Earlier this year, OpenAI Chief Global Affairs Officer Chris Lehane noted that the organization is on track to announce its first hardware product in the second half of 2026. Several reports at that time indicated that the device could be uniquely designed earbuds.

OpenAI didn’t comment on the story at the time of writing. This also touches on aspects of iOS.

Topics

When you purchase through links in our articles, we may earn a tiny commission. This doesn’t affect our editorial independence.