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OpenAI Plans AI-Agent Phone, 300 M Shipments by 2028

4/29/2026

Summary

OpenAI Launches AI Phone

OpenAI is developing a smartphone that will replace apps with AI agents, targeting mass production in 2028.
OpenAI works with MediaTek, Qualcomm and Luxshare on processors, with specs and suppliers set by end-2026 or Q1 2027.
Foxconn will ready capacity for up to five devices by Q4 2028, while Luxshare will serve as the exclusive assembler.
Analyst Ming-Chi Kuo forecasts 300-400 million annual shipments, a scale that could push OpenAI to profitability by 2030.

Summary

OpenAI Acquires

OpenAI bought Jony Ive’s io Products for $6.5 billion, shifting the assets toward a smartphone that would pit it against Apple and Samsung, which together hold about 40% of the global market.
Qualcomm’s shares jumped 13% pre-market and rose up to 8% intraday after reports of a phone partnership with Kuo.
Apple’s stock fell 1.7% and the company appointed John Ternus as hardware chief.

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OpenAI Launches AI Phone

OpenAI is developing a smartphone that will replace apps with AI agents, targeting mass production in 2028.
OpenAI works with MediaTek, Qualcomm and Luxshare on processors, with specs and suppliers set by end-2026 or Q1 2027.
Foxconn will ready capacity for up to five devices by Q4 2028, while Luxshare will serve as the exclusive assembler.
Analyst Ming-Chi Kuo forecasts 300-400 million annual shipments, a scale that could push OpenAI to profitability by 2030.

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