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OpenAI is making its own phone to compete with the iPhone: report
OpenAI’s hardware ambitions have been no secret, but the company has long indicated it’s not making a phone. But a new report says that’s no longer the case, and an iPhone competitor from OpenAI is now in the works. Ming-Chi Kuo says OpenAI planning 2028 launch for its first phone If you’ve followed OpenAI hardware rumors, you’ll know that the company is working with former Apple design chief Jony Ive on a suite of AI-infused hardware devices. The first product expected to launch is a new HomePod-type smart speaker infused with ChatGPT and built-in camera. Smart glasses and a smart lamp are also reportedly in development. While previous reporting has consistently said that OpenAI is not working on a phone, it seems that’s no longer the case. Here’s analyst Ming-Chi Kuo, in a post on X: OpenAI is working with MediaTek and Qualcomm to develop smartphone processors, with Luxshare as the exclusive system co-design and manufacturing partner. Mass production is expected in 2028…Specifications and suppliers are expected to be finalized by late 2026 or 1Q27. Kuo also explains his belief that AI agents will shape the OpenAI smartphone, making it work and feel very different from an iPhone. In what’s probably no coincidence, OpenAI CEO Sam Altman posted the following on X yesterday: feels like a good time to seriously rethink how operating systems and user interfaces are designed(also the internet; there should be a protocol that is equally usable by people and agents)— Sam Altman (@sama) April 26, 2026 While OpenAI clearly believed at one point that it could disrupt the iPhone with its first AI devices, perhaps it now sees the smartphone as central to AI uses for many years to come. That sounds a lot like the belief of Perplexity CEO Aravind Srinivas, who said last week that “the iPhone is actually not getting disrupted by AI at all.” He instead argued that as AI improves, the iPhone becomes even more valuable to users. What do you think of OpenAI creating its own phone? Let us know in the comments. Best iPhone accessories AirPods Pro 3 (now only $199, down from $249) MagSafe Car Mount for iPhone 10-year AirTag battery case 2-pack 100W USB-C fast charging power adapter Apple’s new AirTag 2 (1-pack / 4-pack) FTC: We use income earning auto affiliate links. More.
OpenAI Reportedly Working on an AI Smartphone to Rival iPhone
OpenAI is working on a smartphone in what appears to be a significant reversal from previous reports that the company had no plans to enter the phone market, according to supply chain analyst Ming-Chi Kuo. Kuo shared the findings from his latest supply chain checks in a post on X, saying MediaTek and Qualcomm are the chosen chip partners and Luxshare Precision Industry is the exclusive manufacturing partner, with mass production scheduled for 2028. Exact chip specifications and additional suppliers are expected to be finalized by late 2026 or the first quarter of 2027. Kuo argues that the smartphone remains uniquely positioned for AI agent use because it is the only device that captures a user's full real-time state, including location, activity, communication, and context, which he describes as the most important input for real-time AI agent inference. He claims that AI agents will fundamentally change how people interact with a phone, shifting the focus from launching individual apps to completing tasks through a more continuous, context-aware interface. He argues that fully controlling both the operating system and the hardware is the only way for the company to deliver a comprehensive AI agent service, and that a subscription-bundled business model could enable OpenAI to build a developer ecosystem around those agents. Kuo suggests that Luxshare, which has long sought to reduce its dependence on Apple supply chain work, could benefit substantially from an early position in what he frames as the next generation of smartphone hardware. The development represents a notable reversal in OpenAI's publicly stated hardware strategy. Previous reports have consistently described the company's hardware ambitions as centered on non-phone form factors developed in collaboration with Jony Ive, the former Apple design chief whose startup io Products was acquired by OpenAI for $6.5 billion. Those plans include a smart speaker, which is likely the first product to launch, along with smart glasses, a smart lamp, and potentially earbuds. OpenAI Chief Global Affairs Officer Chris Lehane has said the first hardware announcement is expected in the second half of 2026, with launch around early 2027. OpenAI CEO Sam Altman posted on X the same day Kuo published his analysis, writing that it "feels like a good time to seriously rethink how operating systems and user interfaces are designed." Such a device would obviously put OpenAI in direct competition with Apple's iPhone. Pop...
OpenAI May Launch A Phone In 2028 That Can Replace Apps With AI Agents
It seems smartphones in the coming years will not require apps and will do almost every big task on your behalf. According to a new report,Sam Altman's OpenAI is working on a new kind of smartphone that could completely change how we use our devices. Former Apple design chief Jony Ive is also working closely with the company behind the popular AI chatbot ChatGPT to create new AI-first devices.
A Custom OpenAI Smartphone Could Challenge iPhone by Replacing Apps ...
OpenAI's AI phone plans challenge Apple by combining hardware, software, and AI to change how users interact with smartphones.
