OpenAI's First Devices: Speaker, Smartphone, and More

OpenAI's hardware roadmap has sharpened considerably in recent months, with its first device now identified, a smartphone said to be arriving as soon as next year, and a wider lineup taking shape behind them.

AI Smart Speaker

OpenAI's first product is a portable, screenless smart speaker developed with former Apple design chief Jony Ive, designed to act as a personal companion in the home rather than a conventional voice assistant.

Design

The device is said to have a rechargeable battery so it can be carried between rooms, a camera for understanding its surroundings, and mechanical elements that move on their own to give a sense that it is alive. Ive and CEO Sam Altman had previously said they did not want to build a device with a screen, with Altman describing a prototype to employees as "the coolest piece of technology that the world will have ever seen."

Features

Powered by ChatGPT and using GPT-Live for conversation, the speaker will reportedly control smart home accessories, answer questions, play media, and respond to messages, becoming more personalized and proactive over time. It is also said to have a personality of its own. OpenAI reportedly does not regard the HomePod or HomePod mini as comparable products.

Price and Release Date

The speaker is expected in early 2027 at a price between $200 and $300, having slipped beyond an initial release target of this year.

AI Smartphone

Supply chain analyst Ming-Chi Kuo first described the device in April as an "AI agent phone" built around a continuous, context-aware interface rather than individual apps, arguing that the smartphone is the only device capturing a user's full real-time state, including location, activity, communication, and context. He believes controlling both the operating system and the hardware is the only way OpenAI can deliver a comprehensive agent service.

Specifications

The phone is said to use a customized version of MediaTek's Dimensity 9600 processor built on TSMC's N2P node, also used on Apple's upcoming "A20" chips, with MediaTek now looking likely to be the sole chip supplier after Kuo initially named Qualcomm as a possible partner. Luxshare Precision Industry is believed to be the exclusive manufacturing partner, and Sunny Optical has secured component orders for two OpenAI devices, likely for camera modules.

Its headline known specification is an image signal processor with an enhanced HDR pipeline intended to improve real-world sensing through the camera, alongside two AI processors for handling vision and language tasks simultaneously.

Timeline

Mass production was originally targeted for 2028, but Kuo revised that to the first half of 2027, reflecting OpenAI's planned IPO and intensifying competition in the category. He projects combined 2027 and 2028 shipments could reach around 30 million units if development stays on track.

Other Devices

Smart glasses, a smart lamp, and potentially earbuds are also reportedly in development, though those sit further out on the roadmap and some could be cancelled. The lineup stems from OpenAI's $6.5 billion acquisition of Ive's startup io Products, alongside an aggressive recruitment campaign that has brought more than 400 former Apple employees to the company, among them designers Evans Hankey, Tang Tan, and Scott Cannon, and Vision Products Group leader Paul Meade. Apple responded with retention bonuses of up to $400,000 in restricted stock units for its iPhone Product Design team.

Apple's Lawsuit

That hiring is now the subject of litigation. Apple sued OpenAI on July 10 over the alleged theft of trade secrets, and Bloomberg's Mark Gurman argues the case is already slowing the hardware effort by deterring Apple engineers from interviewing and making suppliers wary. OpenAI says it has "no interest in other companies' trade secrets."

What Does It Mean for Apple?

Apple is separately rumored to be developing smart glasses, AirPods with cameras, an AI pendant, and a smart home hub with enhanced Siri capabilities, putting the two companies on a collision course across several categories.