Analyst Ming-Chi Kuo reports that OpenAI may be developing a smartphone in collaboration with MediaTek, Qualcomm, and Luxshare. The device would replace traditional apps with AI agents, giving OpenAI unrestricted access to hardware-level AI features. Component suppliers are expected to be finalized by end of 2026 or Q1 2027, with mass production targeted for 2028. The move aligns with broader industry predictions that AI agents will eventually supplant conventional mobile apps.
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