Kuo: OpenAI Rumored to be fast-tracking first "AI agent phone" (xcancel.com)

OpenAI is reportedly accelerating the development of its first "AI agent phone," with plans for mass production as early as the first half of 2027. This initiative could align with the company's potential IPO by year-end and reflects the increasing competition in the AI agent phone market. MediaTek is expected to be the primary processor supplier, providing a customized version of the Dimensity 9600 chipset, which is built on TSMC’s advanced N2P process, slated for late 2026. The phone will feature notable specifications such as a dual-NPU architecture that enhances heterogeneous AI computing capabilities, along with LPDDR6 and UFS 5.0 to mitigate memory bottlenecks. An integral aspect of the device will be its improved imaging capabilities, highlighted by a sophisticated HDR pipeline designed to enhance real-world visual sensing. With successful development, projections estimate that shipments could reach around 30 million units combined in 2027 and 2028, underlining its potential impact on the AI/ML landscape.