Kuo: OpenAI Accelerates AI Agent Phone to 2027

Analyst Ming-Chi Kuo reported that OpenAI is accelerating development of its first AI agent smartphone, targeting mass production as early as the first half of 2027.

The device, designed to prioritize on-device AI capabilities over traditional smartphone features, would mark OpenAI's entry into the hardware market. Kuo, from TF International Securities, revised his earlier timeline of 2028 production, citing the company's need to bolster its position amid rising competition in AI agent devices and potential preparations for an initial public offering. OpenAI has not confirmed the plans.

Key suppliers include MediaTek as the leading processor partner, potentially providing a customized version of its Dimensity 9600 chipset, manufactured on TSMC's N2P process node and slated for reveal in the second half of 2026. Qualcomm remains a possible collaborator, while Luxshare Precision Industry is identified as the exclusive manufacturing partner. The phone's standout feature would be an advanced image signal processor with an enhanced high dynamic range pipeline, aimed at improving the AI's real-world visual perception through the camera. Additional specifications include dual neural...