Mobile phone supply chain stocks experienced a collective uptick. At the time of writing, FIT HON TENG (06088) rose 7.6% to HK$8.78; FIH (02038) increased by 5.83% to HK$26.12; LENS (06613) gained 5.37% to HK$19.23; and COWELL (01415) advanced 4.02% to HK$32.6.

The movement follows a recent supply chain report from TF International Securities analyst Ming-Chi Kuo, which indicated that OpenAI is accelerating the development of its first AI agent smartphone project. The mass production timeline may be moved up from the originally planned 2028 to the first half of 2027.

Kuo suggested that one potential reason for the acceleration is to align with OpenAI's planned initial public offering (IPO) by the end of this year. Should the project proceed smoothly, the smartphone's cumulative shipments from 2027 to 2028 are projected to reach approximately 30 million units.

It is noteworthy that as early as September 2025, OpenAI was reported to have signed an agreement with Luxshare Precision to jointly develop a consumer device. This device is expected to feature deep integration with OpenAI's artificial intelligence models. This news had previously sparked market interest in Luxshare Precision's competitive strength in the AI hardware sector, with its total market capitalization once surpassing 500 billion yuan.