Anonymousabout 3 hours ago
OpenAI is partnering with Qualcomm and MediaTek to develop a custom smartphone processor, with Luxshare handling assembly, targeting mass production by 2028 and annual shipments of 300–400 million units. The ambitious plan represents a vertical integration play to control AI from silicon to services, but faces steep obstacles including a fragmented Android OEM landscape, commoditizing on-device AI models, a 2–3 year timeline that leaves ample room for competitors, and projected cumulative losses of $115 billion before profitability.