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🔥🎯 Ming-Chi Kuo drops a bombshell signal: What OpenAI is working on is not a phone, but a rewrite of the "operating system rules."

If this is true, the significance lies not in the hardware itself.

But in: who controls the "user entry point."

For the past 20 years, this entry point has been firmly controlled by two companies—
Apple and Google.

Now, OpenAI is attempting to directly skip the "App ecosystem" and rebuild this layer.

First, look at the key points of this layout:

1) Dual-chip strategy, not a single bet
OpenAI is collaborating with both Qualcomm and MediaTek.

This is not a conventional choice.

Typically, phone manufacturers only tie themselves to one SoC ecosystem. Choosing "two competitors in parallel" here seems more like doing one thing:

Avoiding being locked in by any single party while maximizing the flexibility of the AI computing power route.

2) Manufacturing side chose "Apple-level supply chain"
Luxshare Precision Industry has been designated as the system co-design and manufacturing partner.

This company itself is one of Apple's core supply chain partners.

What does that mean?

It's not an "experimental project," but has already entered the engineering and mass production path.

3) Clear timeline: Mass production in 2028
This is not a concept product, but has already entered the hardware roadmap.

Three years, for the mobile phone industry, is a full product generation cycle.

4) The real disruptive point: No Apps
OpenAI's core hypothesis is:

Users don't need to "open an app,"
Users just need to "get a result."

This directly negates the entire App Store model.

Replacing it are AI Agents:

You no longer open a food delivery app
→ You just say "order me dinner"

You no longer open a map
→ The system automatically determines where you need to go and plans the route

This means:

The interaction method shifts from "choosing a tool" to "expressing intent."

5) Computing architecture: On-device + Cloud collaboration
Chips are designed around "local AI inference"
Complex tasks are handed over to OpenAI's cloud

This is essentially building a:

Always-online, continuously understanding you "system-level AI."

If you piece these together, the essence is already clear:

This is not about making a phone to rival the iPhone.

This is an attempt to replace the "operating system layer."

And the operating system layer is the most profitable, most solid moat of the past 20 years.

What iOS and Android control is not the device, but:

User behavior
Developer distribution
And the entry point to the entire commercial ecosystem

OpenAI's move is equivalent to:

Bypassing Apps
Bypassing developers
Directly connecting to "user needs"

The problem is, this path is not easy:

First, ecosystem migration cost
Are developers willing to abandon the existing App system?

Second, user habits
Shifting from "tapping icons" to "stating needs" takes time to reshape

Third, privacy and trust
System-level AI implies continuous context monitoring, which is a huge barrier for users

But if it succeeds partially, what will happen?

It doesn't need to completely replace the iPhone

Just by dominating certain high-frequency scenarios (search, communication, task execution)

It's enough to change the value distribution structure

This also explains why:

This path directly touches the core interests of two companies:

Apple (controls devices and the system)
Google (controls the information entry point)

And this time, the competition is no longer "whose phone is better,"

But:

Who can become the "first interface for user intent."

If this logic holds, then the real question is not:

Will this phone succeed

But:

Has the App era already begun its countdown?

Do you lean more towards this being an overhyped narrative or the starting point of the next platform-level shift?