OpenAI is building a «fundamentally changing» agent-first phone, Kuo says

This is how Ming-Chi Kuo imagines a new agent-first interface. (Picture: Ming-Chi Kuo)
Supply chain analyst Ming-Chi Kuo, mostly known for breaking early Apple news, has published an article on x.com claiming that OpenAI is already working with MediaTek and Qualcomm to develop a phone with an agentic interface.

— Smartphones will remain the largest-scale device category for the foreseeable future, he writes, and shipments of high-end phones are around 300-400 million units a year — a mass market OpenAI would be keen on reaching.

The phone itself should be an agent-first experience, «fundamentally changing how people think of smartphones,» Kuo says.

This means moving away from apps to agents, from icons to tasks, and then doing away with the well-worn grid interface in favor of an agent-powered stream layout.

Along with the chip giants on board, systems integrator Luxshare is slated as their main manufacturing partner, aiming for a full system spec late this year or early 2027. Mass production is «expected» in 2028, meaning the project is moving fast.

Read the full story on x.com.