OpenAI’s push into consumer hardware centers on its 2025 acquisition of Jony Ive’s io startup and ongoing supply-chain deals with Luxshare and others, positioning the company to ship screenless AI companions such as a portable smart speaker with cameras, sensors, and responsive mechanics. Executive statements from early 2026 targeted a second-half reveal, yet a public filing sets shipping no earlier than February 2027, creating a narrow window for any 2026 launch. Separate developer hardware like the Codex Micro has already reached market, while a full AI-agent smartphone remains slated for mass production in 2028. Traders weigh these timelines against Meta’s faster pendant rollout, Apple litigation risks, and typical hardware slippage when assessing whether OpenAI meets near-term market thresholds.