OpenAI’s first AI agent phone tipped to enter mass production in H1, 2027; Key details revealed

Reportedly, OpenAI is working on its first AI agent phone. Previously, TF International Securities analyst Ming-Chi Kuo revealed that the mass production of the OpenAI smartphone will begin in 2028.

But today, he has revealed that, as per the latest industry update, OpenAI appears to be fast-tracking its first AI agent phone, with mass production targeted as early as H1, 2027. It is said that the early schedule could be driven by OpenAI’s year-end IPO narrative and growing competition in the AI agent phones.

It is tipped that MediaTek could be an exclusive chip supplier of the OpenAI smartphone, and the device is said to use a customised version of the Dimensity 9600 SoC, built on TSMC’s N2P node in 2H26. The Image Signal Processor (ISP) is said to be the headline spec of this chip, with an enhanced HDR pipeline improving real-world visual sensing.

It may include a dual-NPU architecture for heterogeneous AI processing, LPDDR6 memory paired with UFS 5.0 storage, and pKVM (protected Kernel-based Virtual Machine) and inline hashing for security.

As per the tipster, if development stays on track, combined 2027-2028 shipments could reach around 30 million units.

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