According to Ming-Chi Kuo’s report, OpenAI is developing a smartphone chip with Qualcomm and MediaTek; Luxshare is taking responsibility from system design to production. Production will start in 2028 and the device is targeting 400 million units annually. Following this news, Qualcomm shares jumped up to 12% during the day. TF International Securities analyst Kuo shared the details on X on Monday. The companies have not yet confirmed.
Ming-Chi Kuo’s OpenAI Chip Report Details
TF International’s respected analyst Ming-Chi Kuo stated that for OpenAI’s mobile AI revolution, Qualcomm’s Snapdragon-based custom chips will integrate with MediaTek’s Dimensity series. Luxshare’s full chain responsibility brings Apple supply chain experience. Target: iPhone-like scale with 400 million units/year sales. This represents OpenAI’s leap into hardware beyond ChatGPT; it could indirectly affect AI tokens like ALT detailed analysis.
Qualcomm’s intraday 12% rise after the OpenAI chip partnership claim.OpenAI’s AI Agent Phone Design
According to Kuo, the phone will remove app icons and replace them with AI agents. The device will track real-time context with hardware/OS control; processing power will be balanced between on-device NPU and cloud. OpenAI simplified apps in March, shut down Sora, and Fidji Simo focused on coding/enterprise. Lessons from Humane AI Pin/Rabbit R1 failures: Custom silicon is essential. Started wearables with $6.4B io acquisition in May 2025; products by end of 2026.
Qualcomm Shares and Sector Competition
OpenAI’s move imitates Apple’s A/M-series superiority; it will overcome Snapdragon’s general-purpose limitations. Qualcomm Wednesday report: $10.56B revenue expectation. Custom AI chip competition (Nvidia, AMD) is heating up; mobile NPUs will reach 100+ TOPS.
ALT Price and Technical Analysis
AI hardware news could move the ALT futures market. ALT: $0.01, 24h -1.05%, RSI 54.06 (neutral), Trend: Sideways, Supertrend: Bearish. EMA20: $0.0074.
| Level | Price | Score | Distance | Sources |
|---|---|---|---|---|
| S1 | $0.0073 | 72/100 (⭐ Strong) | -3.05% | BB Middle, SMA20, S3, Ichimoku B |
| S2 | $0.0067 | 65/100 (⭐ Strong) | -11.02% | HVN2, Fibo 0.114, S |
| R1 | $0.0077 | 71/100 (⭐ Strong) | +2.26% | HVN4, R2, Prev Close, Ichimoku A |
| R2 | $0.0101 | 64/100 (⭐ Strong) | +34.13% | Fibo 0.618, HVN4 |
AI Chip Risk Analysis for ALT Investors
ALT is in a sideways trend; if R1 $0.0077 breaks, it’s ready for a rally with AI coins like WLD. With Supertrend bearish signal, S1 $0.0073 is critical. OpenAI custom chip success could expand the mobile AI ecosystem and increase ALT demand; failure would create pressure. Watch: Volume increase.
Lessons from Similar AI Device Failures
Standalone AI devices like Humane/Rabbit collapsed due to battery/UX issues. OpenAI’s integration (ChatGPT+custom NPU) could make the difference; MediaTek’s low-cost ARM cores provide scale. For ALT investors: AI hardware hype could trigger a token rally.
Source: https://en.coinotag.com/openai-with-qualcomm-ai-phone-chip-alt-effect
