QCOM
Apps? In this economy?
OpenAI is reportedly cooking up an “AI agent” smartphone with Qualcomm and MediaTek, plus manufacturing support from Luxshare. The idea is pretty simple, and pretty wild: instead of tapping through a dozen apps, you tell the phone what you want and the AI just does it.
Why Qualcomm matters here
For Qualcomm, this is the kind of story investors love because it dangles a very shiny future in front of a very real business. If AI-native phones take off, the chipmaker could end up powering devices that lean hard on on-device intelligence for quick responses, while the cloud handles the heavy lifting.
The big swing
The report says mass production could start as early as 2028, which means this is still more sci-fi sketch than finished product. But even at the rumor stage, it fits a bigger theme: hardware makers want to control the whole stack, not just sell the metal in your pocket.
- OpenAI is reportedly aiming for a task-driven assistant instead of an app-heavy phone
- Qualcomm and MediaTek are said to be part of the chip work
- The pitch is vertical integration: hardware + OS + AI, all in one neat little bundle
Big picture: if the smartphone gets reinvented around AI, Qualcomm wants to be in the room when the drawings happen.