Overview

• The Information reports that Luxshare has a contract to assemble at least one OpenAI device and that OpenAI has approached Goertek for components such as speaker modules, with neither company commenting to Reuters.
• OpenAI’s first product is described by sources as pocket‑size, contextually aware and screen‑free, aligning with Sam Altman’s vision for a family of devices.
• Concepts discussed with suppliers include a smart speaker without a display, smart glasses, a digital voice recorder and a wearable pin, with initial launches targeted for late 2026 or early 2027.
• The hiring spree follows OpenAI’s mid‑2025 purchase of Jony Ive’s io and includes more than two dozen former Apple hardware and design employees, attracted by sizable stock grants and a less bureaucratic environment.
• Apple reportedly canceled a China offsite for manufacturing and supply chain teams last month over concerns about preventing further defections to OpenAI.