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OpenAI’s mobile phones are scheduled to arrive as early as 2027, and MediaTek may secure processor orders exclusively
Crypto World News reports that analyst Guo Mingqi has updated industry research, stating that OpenAI may be accelerating the development of its first AI agent smartphone, with mass production targeted for the first half of 2027. Currently, MediaTek is more likely to secure exclusive processor orders, expected to use a customized version based on Dimensity 9600, and produced by TSMC using the N2P process in the second half of 2026. Guo Mingqi believes that the reasons for OpenAI speeding up smartphone development may include favorable narratives for an end-of-year IPO and increasing competition in AI agent smartphones. The device’s ISP will enhance high dynamic range output to serve real-world visual perception. Other key specifications include a dual NPU architecture, LPDDR6 + UFS 5.0, PKVM + inline hashing. If development proceeds smoothly, Guo Mingqi estimates that the device will ship approximately 30 million units combined in 2027 and 2028.