OpenAI Could Make 30 Million Phones Over the Next 2 Years, Report Says
OpenAI appears to be rethinking its approach to entering the phone business. The company could produce millions of AI-focused phones over the next two years, according to industry insider Ming-Chi Kuo.
In the post on X, Kuo said the company is "fast-tracking" the device, which Kuo referred to as an "AI agent phone." The analyst said the company could begin mass production in the first half of next year and make 30 million phones in 2027 to 2028 if all goes as planned.
Kuo is a Hong Kong-based market analyst for TF International Securities and is known for consistently accurate predictions, especially about Apple products and manufacturing timelines.
A representative for OpenAI did not immediately respond to a request for comment.
(Disclosure: Ziff Davis, CNET's parent company, in 2025 filed a lawsuit against OpenAI, alleging it infringed Ziff Davis copyrights in training and operating its AI systems.)
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