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SUNNY OPTICAL/ Q TECH Advance 5%+ After Ming-Chi Kuo Says OpenAI Smartphone Expected for Mass Production in 2028
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TF International Securities' analyst, Ming-Chi Kuo, said in a post on social media platform X that AI startup OpenAI is collaborating with MediaTek and Qualcomm (QCOM.US) to develop smartphone processors, with LUXSHARE PRECISION (002475.SZ) being the exclusive system joint design and manufacturing partner. Mass production is expected in 2028.

Users' objective is not to use a bundle of apps, but to accomplish tasks and fulfill various needs through their smartphones, fundamentally overturning the current perception of mobile phones, the post added.

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The post estimated that OpenAI may bundle subscription services with hardware sales and establish a new AI agent ecosystem in collaboration with developers.

Smartphone-related stocks elevated. LUXSHARE PRECISION closed up 9%. BYD ELECTRONIC (00285.HK) mounted 3%, while SUNNY OPTICAL (02382.HK) and Q TECH (01478.HK) advanced 5.4%. COWELL (01415.HK) spiked 13.4%.

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