OpenAI 据称正与 MediaTek 和 Qualcomm 合作开发自己的智能手机芯片

OpenAI reportedly developing its own smartphone chips with MediaTek and Qualcomm

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分析师郭明錤报告指出，OpenAI 正与 MediaTek 和 Qualcomm 合作开发定制智能手机处理器，Luxshare 担任系统设计和制造的独家合作伙伴。这一合作旨在为 OpenAI 的人工智能技术提供专用硬件支持，可能优化芯片性能并减少对外部供应商的依赖，标志着该公司向硬件领域的战略扩展。

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According to analyst Ming-Chi Kuo, OpenAI is working with MediaTek and Qualcomm on custom smartphone processors, with Luxshare as the exclusive partner for system design and manufacturing. Mass production is planned for 2028, with specifications and suppliers expected to be finalized by late 2026 or early 2027. Kuo says these details are based on his own supply chain research.

Kuo interprets the move as a sign that OpenAI is building an "AI agent phone" - a device focused on completing tasks rather than running traditional apps. In his view, OpenAI needs full control over both the operating system and the hardware to pull this off. Simple tasks could run locally on the device, while more complex ones would be handled in the cloud. Kuo also floats the idea that OpenAI could bundle subscriptions with the hardware as a business model.

That said, the chip could also end up in OpenAI's other hardware projects, which the company is developing with Jony Ive.