According to news that Qualcomm will join forces with OpenAI to jointly develop mobile phone processor chips to help the AI company implement its hardware strategy, Qualcomm's stock price rose on Monday. Tianfeng International Securities analyst Ming-Chi Kuo said on the social platform Ming-Chi Kuo predicts that this AI mobile phone device is expected to be mass-produced in 2028.
After the U.S. stock market opened, Qualcomm's stock price soared 7%; the stock has fallen 13% so far this year.
As of now, Qualcomm, OpenAI, and MediaTek have not responded to CNBC’s request for comment and have not officially confirmed this cooperation.
Ming-Chi Kuo pointed out in his post:
"Only by fully controlling both the operating system and hardware can OpenAI provide complete AI intelligent agent services. Smartphones are the only terminals that can completely capture the user's real-time status, and are also the most important data input source for real-time AI intelligent agent inference operations."
He analyzed that in the short term, smartphones will still be the most popular terminal category in the world; coupled with the massive user data accumulated by OpenAI over the years, it is fully reasonable to develop self-developed pure AI-driven mobile phones.
"Currently, mobile phone hardware technology is highly mature, and OpenAI can rely on a mature supply chain to quickly implement device research and development. In terms of business model, OpenAI may adopt a hardware + subscription service bundle model to work with developers to build a new AI intelligent agent ecosystem."
OpenAI smartphone hardware layout
Qualcomm specializes in smartphones and terminal chips, and wireless communication technology. Its Snapdragon processors are widely used in Android phones, and it also has 4G/5G baseband communication core technology.
It’s not surprising that OpenAI chose to join hands with Qualcomm to advance its mobile phone plan:
The company spent $6.4 billion in equity transactions last year to acquire io, a hardware studio founded by Apple’s former design director Joni Ive, and is fully committed to developing new AI hardware products, which are expected to be officially released within two years.
OpenAI founder Altman said last year that the new device designed in conjunction with io will be different from traditional smartphones.
This product can "know all your thoughts, reading records, words and deeds." He used the analogy of Times Square in New York to describe its intelligent perception capabilities.
Altman said: “You no longer have to be in the hustle and bustle of Times Square, forcibly interrupted and distracted by all kinds of information;
It can bring you a quiet, relaxing and immersive experience like sitting in an elegant cabin beside a mountain lake. "
According to news in September last year, Luxshare Precision has signed a contract with OpenAI to become a co-producer of its consumer hardware products.