TL;DR
- OpenAI is now expected to launch its first AI phone sooner, with mass production tipped for the first half of 2027.
- MediaTek is reportedly now the frontrunner to supply the device’s processors, which could be a customized Dimensity 9600 built on TSMC’s advanced N2P node.
- The chip is said to prioritize AI and vision features, including a dual-NPU design, upgraded ISP for HDR sensing, and next-gen memory and storage.
A few weeks ago, renowned TF International Securities analyst Ming-Chi Kuo revealed that OpenAI was exploring custom smartphone processors for a new AI-focused smartphone. Now, the analyst has posted an update indicating the company may be moving much faster than expected.
According to Kuo, OpenAI is now targeting mass production of its first AI phone as early as the first half of 2027. That’s a notable shift from Kuo’s previous claims, pointing to a much later timeline. The analyst suggests the company appears to be accelerating development of the device to strengthen its position in the emerging AI agent device category and possibly to support a future IPO.
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