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OpenAI aims to produce 30 million AI‑focused phones by 2028, analyst says

OpenAI aims to produce 30 million AI‑focused phones by 2028, analyst says
Industry analyst Ming‑Chi Kuo says OpenAI plans to fast‑track an AI‑agent smartphone, targeting mass production in early 2025 and a 30 million‑unit run by 2027‑28. The device would rely on MediaTek’s Dimensity 9600 chipset, feature dual‑NPU architecture and a high‑dynamic‑range camera sensor. OpenAI has reportedly partnered with Qualcomm and Luxshare for components. A company spokesperson has not commented. The forecast comes as the broader AI‑enabled smartphone market is projected to surge toward nearly 1.9 billion units by 2030. Read more

OpenAI Said to Fast‑Track First Smartphone, Targeting Early 2027 Production

OpenAI Said to Fast‑Track First Smartphone, Targeting Early 2027 Production
Supply‑chain analyst Ming‑Chi Kuo reports that OpenAI is accelerating development of its inaugural hardware product—a smartphone slated for mass production in early 2027. The device will run a customized MediaTek Dimensity 9600 chip, feature an enhanced image‑signal processor, LPDDR6 memory, UFS 5.0 storage and a dual‑NPU architecture for simultaneous language and vision AI tasks. Kuo predicts shipments of up to 30 million units in 2027‑28, putting the phone in the same league as Samsung’s flagship models. Read more

OpenAI Plans First AI‑Agent Smartphone, Targeting 2027 Production

OpenAI Plans First AI‑Agent Smartphone, Targeting 2027 Production
OpenAI may be moving into hardware with its first AI‑focused smartphone, analyst Ming‑Chi Kuo of TF Securities reports. The device, still under development, could enter mass production in the first half of 2027, though the company has not confirmed the plan. Supply‑chain clues point to a partnership with MediaTek for a custom processor, TSMC for chip fabrication, and Luxshare for assembly. Designed around on‑device artificial‑intelligence, the phone would prioritize dual neural‑processing units, LPDDR6 memory and advanced security features, signaling OpenAI’s bid to define a new class of AI‑agent phones. Read more

OpenAI Moves Toward AI‑Powered Smartphone to Ditch Traditional Apps

OpenAI Moves Toward AI‑Powered Smartphone to Ditch Traditional Apps
OpenAI is reportedly developing a smartphone that places AI agents at its core, aiming to replace the traditional app ecosystem. The project involves chip designers MediaTek and Qualcomm and manufacturing partner Luxshare. Analysts say the device could launch as early as 2028, using top‑tier processors that power most premium Android phones today. By consolidating tasks into conversational agents, OpenAI hopes to reshape how users interact with their phones, emphasizing productivity over a clutter of separate applications. Read more

OpenAI Said to Be Developing Smartphone Powered by AI Agents, Teams With MediaTek, Qualcomm and Luxshare

OpenAI Said to Be Developing Smartphone Powered by AI Agents, Teams With MediaTek, Qualcomm and Luxshare
Industry analyst Ming‑Chi Kuo says OpenAI is planning a smartphone that would replace traditional apps with AI agents. The device, slated to use a custom chip co‑developed with MediaTek and Qualcomm and manufactured by Luxshare, could give the company unfettered access to user data and enable on‑device and cloud‑based AI models. Kuo expects component decisions by late 2026 or early 2027, with mass production targeted for 2028. The move aligns with OpenAI’s push to bring its ChatGPT platform, now approaching a billion weekly users, into everyday hardware. OpenAI has not commented. Read more

OpenAI Said to Be Developing AI‑Driven Smartphone with Qualcomm, MediaTek and Luxshare

OpenAI Said to Be Developing AI‑Driven Smartphone with Qualcomm, MediaTek and Luxshare
OpenAI is reportedly planning a new smartphone that eliminates traditional apps in favor of AI agents. Supply‑chain analyst Ming‑Chi Kuo says Qualcomm and MediaTek will co‑design a custom processor while Luxshare Precision Industry will handle exclusive manufacturing. The device could ship as early as 2028 with projected annual sales of 300‑400 million units, a volume that would rival Apple and Samsung. Qualcomm’s shares jumped on the news, but none of the firms have confirmed the partnership. The move marks OpenAI’s second major hardware effort, following a separate project with designer Jony Ive. Read more

Google Launches Gemma 4 Models and Shifts to Apache 2.0 License

Google Launches Gemma 4 Models and Shifts to Apache 2.0 License
Google introduced the Gemma 4 family of open-weight AI models, offering four variants optimized for local execution and mobile devices. The two larger models—26B Mixture of Experts and 31B Dense—run unquantized on a single 80GB Nvidia H100 GPU and can be quantized for consumer GPUs. Smaller Effective 2B and Effective 4B models target smartphones and edge hardware, benefitting from collaboration with Qualcomm and MediaTek. Google also replaced its custom Gemma license with the Apache 2.0 license, giving developers greater freedom. The company claims Gemma 4 models are the most capable locally runnable AI systems, positioning them near the top of open AI model rankings. Read more