🔥Guo Minghao: OpenAI teams up with MediaTek and Qualcomm to make phones, Luxshare Precision as exclusive contract manufacturer, mass production in 2028

According to Beating Monitoring, Taiwan Semiconductor International analyst Guo Minghao revealed that OpenAI is collaborating with MediaTek and Qualcomm to develop smartphone processors, with Luxshare Precision as the exclusive system co-design and manufacturing partner, expected to mass produce in 2028. Specifications and suppliers will be finalized by the end of 2026 or the first quarter of 2027. Guo Minghao believes that the core of OpenAI making phones lies in providing complete AI agent services through integrated hardware and software, with smartphones being the only devices capable of real-time access to the full user state. In terms of business model, it may bundle subscriptions with hardware and build an AI agent application ecosystem. Processor design focuses on power consumption, memory management, and local small…