AI BriefingOpenAI's AI Agent Phone Projected to Reach 30 Million Units
Key point
Reports suggest OpenAI will begin producing AI agent smartphones at a scale of up to 30 million units starting in the first half of 2027.
Details
According to analyst Ming-Chi Kuo, OpenAI may begin mass production of its first AI-centric smartphone starting in the first half of 2027. Combined shipments for 2027 and 2028 are expected to reach approximately 30 million units.
This device aims to be an 'AI agent phone' that moves away from the existing app-centric approach and directly performs tasks for the user. To achieve this, OpenAI plans to tightly integrate hardware and software to provide a seamless experience that understands and responds to the user's context in real time.
The key expected hardware specifications are as follows:
- Processor: A custom version of MediaTek's Dimensity 9600 (based on TSMC's N2P process)
- AI Performance: Design optimized for AI workload efficiency and equipped with a dual NPU
- Memory/Storage: LPDDR6 and UFS 5.0 under consideration
- Other: An improved image signal processor (ISP) for enhanced HDR processing
OpenAI has not officially confirmed these plans, but its expansion of the AI ecosystem through entry into the hardware market is becoming increasingly visible.
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