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OpenAI is working with MediaTek, Qualcomm and Luxshare on a new generation of AI-focused smartphones that could reshape the mobile industry, according to Hong Kong-based TF International Securities analyst Ming-Chi Kuo.

Kuo said MediaTek and Qualcomm are collaborating on smartphone processors, while Luxshare has been selected as the exclusive system co-design and manufacturing partner. Mass production is expected to begin in 2028.

The project is centered on the concept of an “AI agent phone,” in which smartphones evolve from app-based platforms into task-oriented assistants capable of understanding user intent and completing requests directly. Kuo said such a shift would fundamentally change how consumers interact with mobile devices.