<div id="readability-page-1"><div><div><p><span>Today, according to the latest industry survey by TF International Securities analyst Ming-Chi Kuo, OpenAI is collaborating with MediaTek and Qualcomm to develop smartphone processors, with Luxshare Precision exclusively responsible for system design and manufacturing. Mass production is expected in 2028.</span></p><h2><strong><span><span>Concept Design Comparison: From &#34;App Shelf&#34; to &#34;Intent Engine&#34;</span></span></strong></h2><p><span>Ming-Chi Kuo also released a concept design for the OpenAI phone's interface, which contrasts sharply with the existing iPhone home screen.</span></p><h2><strong><span><span>Supply Chain Reshaping: Strategic Positioning of MediaTek, Qualcomm, and Luxshare Precision</span></span></strong></h2><p><span>From the perspective of the industry chain, the real significance of this news lies in &#34;who will play a core role in the next generation of smart terminals.&#34; </span></p><p><span>MediaTek and Qualcomm are not simply component suppliers, but rather &#34;co-developers&#34; of processor specifications. The final specifications and supplier allocation are expected to be finalized between the end of 2026 and the first quarter of 2027.</span></p><p><span> Ming-Chi Kuo provided a highly valuable scale estimate: using MediaTek's Zebrafish TPU, developed in collaboration with Google, as a reference, the revenue contribution of a single high-end AI chip is roughly equivalent to 30 to 40 AI Agent mobile processors; while OpenAI initially targeted a global high-end smartphone market with annual shipments of approximately 300 to 400 million units. Even with a conservative penetration rate estimate, the long-term replacement demand driven by the replacement cycle is sufficient to constitute incremental logic at the level of chip manufacturers' financial reports. For Luxshare Precision, the strategic significance of this project is even more profound. Kuo bluntly stated that no matter how Luxshare expands within Apple's supply chain, it will be difficult to shake Foxconn's core assembly position in the short term. The exclusive collaborative design and manufacturing contract for the OpenAI phone essentially gives Luxshare a ticket to become a &#34;next-generation leading manufacturer&#34;—binding a top client in the early stages of a new ecosystem means gaining a first-mover advantage in future capacity allocation, process standards, and even the definition of the entire device. This &#34;position unattainable within the Apple ecosystem&#34; is the fundamental reason why Luxshare is willing to invest heavily. Business Model Deduction: Subscription-Based Bundling and a Closed Loop of Developer Ecosystem Beyond hardware, OpenAI's business path is also worth predicting. Ming-Chi Kuo believes that OpenAI is highly likely to bundle its subscription service with hardware sales—for example, by including ChatGPT Plus benefits with the purchase of a device, or by offering hardware purchase subsidies in exchange for subscription memberships. The underlying logic of this model is that OpenAI's true competitive advantage lies not in the gross profit per device, but in locking in user access through hardware, and then achieving long-term monetization through continuous subscriptions and revenue sharing within the Agent ecosystem. This is similar to Apple's classic playbook model of &#34;hardware profits + App Store ecosystem,&#34; except that the &#34;applications&#34; in the App Store will be replaced by &#34;Agent-schedulable capability modules,&#34; and the key metric for developers will shift from &#34;download volume&#34; to &#34;the frequency and quality of calls made by the Agent.&#34; OpenAI's inherent advantages in this strategic move include: top-tier global consumer brand recognition, years of accumulated user behavior data, and industry-leading model capabilities. The highly mature smartphone supply chain allows it to avoid reinventing the wheel; it only needs to precisely define product specifications and deeply integrate the industry chain. If this device is released as scheduled, its impact will not be limited to &#34;another smartphone manufacturer joining the competition,&#34; but rather a shift in interaction paradigms—from &#34;people finding apps&#34; to &#34;direct intent,&#34; from &#34;application ecosystem&#34; to &#34;agent scheduling network.&#34; Ming-Chi Kuo's supply chain information has already proven that OpenAI is not just making empty promises, but is actually driving this forward with real wafer fab capacity and manufacturing contracts. For MediaTek, Qualcomm, and Luxshare Precision, 2028 is not only a milestone for the mass production of a single mobile phone, but also potentially the starting point of a multi-year replacement demand cycle.</span></p></div></div></div>

QCOM

OpenAI

SOXX

<p>OpenAI is collaborating with MediaTek and Qualcomm to develop smartphone processors, with Luxshare Precision handling system design and manufacturing, aiming for mass production by 2028. Analyst Ming-Chi Kuo highlights the strategic roles of these companies in the next generation of smart devices. OpenAI plans to bundle subscription services with hardware sales, shifting the interaction paradigm from app-based to agent-scheduled capabilities. This move could redefine the smartphone market and create a multi-year demand cycle for chip manufacturers.</p>

- OpenAI is collaborating with MediaTek and Qualcomm to develop smartphone processors, with Luxshare Precision handling system design and manufacturing, targeting mass production by 2028.  
- The project indicates a strategic shift in the supply chain, with MediaTek and Qualcomm moving from suppliers to co-developers of processor specifications, impacting their roles in the industry.  
- OpenAI's business model may include bundling subscription services with hardware sales, potentially transforming the smartphone interaction paradigm and establishing a significant replacement demand cycle starting in 2028.

OpenAI is getting into smartphones; mass production expected in 2028.