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.
