OpenAI’s consumer hardware ambitions center on a screenless, battery-powered AI companion device developed with Jony Ive’s io team, with supply-chain reports and executive comments pointing to a late-2026 or early-2027 launch window. The puck-sized unit is expected to feature cameras, sensors, moving parts for interactivity, and advanced voice models beyond current smart speakers, manufactured in part by Luxshare. A separate smartphone project with MediaTek and Qualcomm chips targets mass production no earlier than 2028. OpenAI has already released the developer-focused Codex Micro keypad, but the main consumer product remains in prototype stage amid ongoing legal friction with Apple and typical hardware timeline risks. Trader sentiment reflects these concrete development milestones and competitive pressure from Meta’s own AI devices.