OpenAI tipped to target 2028 smartphone chip production

TL;DR:

• TF International Securities analyst Ming-Chi Kuo said OpenAI is working with MediaTek and Qualcomm on custom smartphone processors.
• Kuo said the chips are intended for a rumored AI-focused smartphone and could enter mass production in 2028.
• Kuo said the chip specifications may be finalized in late 2026 or early 2027.

TF International Securities analyst Ming-Chi Kuo said OpenAI is working with MediaTek and Qualcomm on custom smartphone processors for a rumored AI-focused smartphone, with mass production tipped for 2028. Kuo posted the claim on X, according to Android Authority.

According to the report, the custom processors would be used in an OpenAI smartphone project. Kuo said the chip specifications may be finalized by late 2026 or early 2027, but the report did not include technical specifications, device names, or target markets.

The reported smartphone chip effort would extend OpenAI's custom silicon work beyond data center infrastructure. Android Authority noted that OpenAI announced a deal with Broadcom last year to develop custom AI chips for next-generation computer clusters, while the reported smartphone work involves MediaTek and Qualcomm.

Related Questions

Is OpenAI making a smartphone chip?

Possibly. Analyst Ming-Chi Kuo said OpenAI is working with MediaTek and Qualcomm on custom smartphone processors, but OpenAI has not confirmed the project in this report.

When could an OpenAI phone chip enter mass production?

2028. Ming-Chi Kuo said the custom smartphone processors could enter mass production in 2028.