Renowned industry analyst Ming-Chi Kuo recently revealed that artificial intelligence giant OpenAI is planning to deeply engage in the hardware ecosystem, collaborating with the two leading mobile chip manufacturers, Qualcomm and MediaTek, to develop dedicated smartphone chips. It has selected Luxshare-precision as its exclusive manufacturing partner. This series of chips is expected to be mass-produced by 2028. This strategic move marks OpenAI's attempt to redefine the interaction paradigm of mobile terminals through a vertically integrated software and hardware approach.

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It is reported that AI smartphones equipped with these chips will completely revolutionize the existing "app-centric" interaction logic, shifting to a system architecture centered around AI agents. At that time, users will be able to execute complex tasks directly through the terminal without frequently switching or manually opening specific applications. In terms of technical implementation, the device will rely on collaborative computing between edge-side small models and cloud-side large models, ensuring privacy and response speed while fully leveraging the deep inference capabilities of cloud computing power.

OpenAI's entry into the self-developed chip field is not only to free itself from the constraints of a single hardware supplier but also to establish an end-side operating environment suitable for its model ecosystem. As generative AI enters the era of AI agents, traditional mobile operating system architectures are facing a transformation. If this project is implemented as planned, it will accelerate the essential evolution of smartphones from "smart tools" to "native AI terminals," further shrinking the space for traditional application distribution markets and reshaping the competitive landscape of the global mobile semiconductor industry.