OpenAI’s push into consumer hardware centers on its 2025 acquisition of Jony Ive’s io Products and ongoing collaboration with the former Apple design chief, targeting a first device—a portable, screenless smart speaker with cameras, sensors, moving parts, and advanced voice AI agent capabilities. Executives including Chris Lehane have pointed to a late-2026 debut window, though court filings confirm no shipments before February 2027, with specs expected to lock by year-end and mass production shifting into 2027 amid an IPO and rising competition. A separate AI smartphone project with MediaTek and Qualcomm aims for 2027–2028 production, while a niche Codex accessory launched earlier this year. An ongoing Apple trade-secrets lawsuit introduces delay risk, but trader focus remains on whether the Ive-led device meets any 2026 resolution threshold amid rapid LLM integration and agent-platform advances.