郭明錤：OpenAI redefinirá los teléfonos móviles, MediaTek, Qualcomm y Luxshare serán los proveedores clave de componentes para estos teléfonos con agentes de IA

Golden Finance reports that on April 27th, well-known analyst Guo Mingchi released the latest industry survey:
OpenAI is collaborating with MediaTek and Qualcomm to develop mobile processors, with Luxshare acting as the exclusive system design and manufacturing partner, expected to mass produce by 2028.
• AI Agents reorienting smartphones:
Users’ goal is not to use a bunch of apps, but to perform tasks and meet various needs through their phones. This fundamentally overturns the current perception of smartphones; I made a conceptual design diagram of a phone interface (. As for the end of the article ), it can be compared with the current (, taking the iPhone as an example ).
• Why does OpenAI want to make phones?

1. Only by fully controlling the operating system and hardware can it provide comprehensive AI agent ( services.
2. Only phones have access to all current user states ), which is the most important input information for real-time AI agent inference services (.
3. It is evident that in the future, phones will still be the largest device in terms of quantity.
   • Highly integrated cloud and device-side AI:
4. Phones need to continuously understand user text ), with power consumption, memory layer management, and basic small model operation being key design points for processors.
5. More complex or high-intensity demands are executed by cloud AI.
   • OpenAI’s advantage lies in consumer brand, accumulated user data over many years, and leading AI models. Smartphone hardware is already very mature; OpenAI can collaborate with supply chains for development. In terms of business models, OpenAI may bundle subscription services with hardware sales and establish a new AI agent ecosystem in cooperation with developers.
   • MediaTek and Qualcomm, as processor development partners, are expected to benefit from replacement demand in the long term:
6. They are expected to decide specifications and suppliers by the end of 2026 or the first quarter of 2027.
7. Taking MediaTek × Google TPU Zebrafish as an example, a single AI chip’s revenue is approximately equivalent to 30–40 AI agent smartphone processors. If initially targeting high-end models with 300–400 million units globally per year, the replacement wave will be another strong growth driver.
   • Regardless of how hard Luxshare tries, it is very difficult to surpass Foxconn in the assembly position within Apple’s supply chain. Therefore, this case is very significant for Luxshare, which is expected to benefit from early deployment and become a leading beneficiary in the next smartphone generation. (Dongxin News )