OpenAI 的硬件产品规划浮出水面。1 公司首款硬件产品为无屏音箱，预计 2027 年初上市，定价在 200 到 300 美元之间。1 手机量产时间被提前至 2027 年上半年。1
这些设备均配备摄像头和 AI 处理器，使 AI Agent 能够持续感知用户的环境和实时状态，从而建立完整的上下文交互体系。1 其中，手机采用定制版联发科天玑 9600 处理器，采用台积电 N2P 制程。1 立讯精密为独家代工方，舜宇获得两款设备的摄像头订单。1 根据分析师郭明錤的预测，2027 与 2028 两年间这些设备的合计出货量约为 3000 万台。1
OpenAI 硬件团队拥有超过 400 名前苹果员工。1 OpenAI 硬件负责人 Richard Ho 强调，"手机不是为 agent 设计的"，并表示需要建立 agent 优先的系统。1 苹果已于 7 月 10 日起诉 OpenAI 窃取商业机密，并申请禁令。1
OpenAI has disclosed its hardware development timeline, with its inaugural device being a screenless smart speaker priced between $200 and $300, expected to launch in early 2027 1. The company has also accelerated its smartphone production schedule to the first half of 2027 1. Both devices will feature cameras and AI processors designed to enable AI agents to continuously perceive user environments and maintain contextual awareness for seamless interaction 1.
The smartphone will utilize a customized version of MediaTek's Dimensity 9600 processor manufactured using TSMC's N2P process, with production exclusively handled by Luxshare Precision 1. Sunwoda has secured orders for cameras across both devices 1. Analyst Ming-Chi Kuo projects combined shipments of approximately 30 million units across 2027 and 2028 1. OpenAI's hardware division includes more than 400 former Apple employees 1, underscoring the company's commitment to building a dedicated devices team.
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