OpenAI Building AI-Agent-First Smartphone with Qualcomm, MediaTek, and Luxshare — Mass Production 2028
The app era might be ending. That’s the underlying bet in a new supply chain report from analyst Ming-Chi Kuo, who revealed on April 27 that OpenAI is developing a smartphone — and it’s not designed to run apps. It’s designed to run agents. What We Know According to Kuo’s report, confirmed across CNBC, TechCrunch, and multiple supply chain intelligence outlets, OpenAI has signed agreements with: Qualcomm and MediaTek — for custom AI agent inference chips designed to run large model reasoning directly on-device Luxshare — a Foxconn-rival supplier that manufactures key Apple hardware components, brought in for system design and manufacturing The supply chain specs are expected to finalize in late 2026 or early 2027, with mass production targeted for 2028. ...