Ming-Chi Kuo reveals: OpenAI to launch "app-free" AI phone! Partnering with MediaTek, Qualcomm, and Luxshare Precision, mass production as early as 2028.

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The era of Apps is coming to an end? Renowned analyst Ming-Chi Kuo recently revealed that OpenAI is plotting to launch its own brand of "AI smartphones," enlisting the help of MediaTek, Qualcomm, and Luxshare. This revolutionary hardware will completely abandon traditional applications (Apps) and rely entirely on "AI Agents" to execute tasks. By controlling the underlying hardware, OpenAI will be able to bypass the restrictions of Apple and Google to create a seamless AI experience. The new device is expected to enter mass production as early as 2028. (Previous coverage: OpenAI releases five-point AGI constitution: AI must not be monopolized by a few; sacrifice can lead to greater resilience) (Background: OpenAI takes the Michelin route while DeepSeek pursues a "pre-made meal" strategy; the battle for AI pricing power between China and the US heats up) Has the AI giant that dominated the software layer finally decided to enter the arena to build a hardware gateway? According to the latest research report released by renowned TF International Securities analyst Ming-Chi Kuo, OpenAI is actively preparing to launch its own smartphone. This product is not just about putting ChatGPT into a phone, but about completely subverting the mobile usage logic we have been familiar with for over a decade. Kuo pointed out in the report that the biggest selling point of this OpenAI smartphone is that it may not rely on traditional applications (Apps) at all, but instead use "AI Agents" to complete various tasks assigned by users. Currently, Apple and Google firmly control the lifeblood of the App ecosystem and system access, which significantly limits the potential of third-party AI features. Kuo analyzed that by building a proprietary hardware and system stack, OpenAI will be able to break these barriers, allowing AI to run across all functions without any restrictions. More importantly, by providing hardware directly, OpenAI can understand the user's "Context" around the clock. This means the device can learn user habits more deeply than a single App and collect underlying data. To achieve extreme response speeds and privacy protection, the phone will adopt a hybrid architecture of "On-device models and cloud-based large models" to handle various demands. Building a phone is no easy task, and OpenAI has chosen to ally with top-tier hardware suppliers in the industry. The report disclosed the project's powerful lineup and timeline: - Joint Chip Development: OpenAI will collaborate with chip design giants MediaTek and Qualcomm to develop proprietary smartphone chips. - Assembly and Manufacturing: Apple supply chain giant Luxshare will serve as a co-design and manufacturing partner. - Mass Production Schedule: Phone specifications and component suppliers are expected to be finalized by the end of this year (2026) or the first quarter of 2027, with a goal to begin mass production in 2028. Before the AI smartphone arrives, OpenAI's hardware ambitions will be spearheaded by another product. OpenAI's Chief Global Affairs Officer Chris Lehane confirmed earlier this year that the company is on track to release its first hardware product in the second half of 2026. According to multiple sources, this pioneering device is highly likely to be a uniquely designed pair of "AI Earbuds." With ChatGPT's weekly active users approaching the 1 billion mark, launching hardware carriers for daily use is undoubtedly a necessary path for OpenAI to reach more consumers. In fact, the vision of a "post-App future" is fermenting in the tech circle; for instance, Carl Pei, CEO of hardware brand Nothing, has previously publicly asserted that "Apps will eventually disappear." Can OpenAI successfully launch the next computing revolution with this epoch-making phone? Let us stay tuned.

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