OpenAI's push into consumer hardware centers on its $6.5 billion acquisition of Jony Ive's io startup and ongoing supply chain partnerships with Luxshare and Goertek for AI-centric devices such as a screenless smart speaker featuring cameras, sensors, and responsive mechanics. Public filings confirm no consumer products will ship before February 2027, shifting initial late-2026 launch expectations to early 2027 despite earlier statements from executives targeting the second half of 2026. This timeline sits alongside a separate smartphone project aimed at 2028 mass production and a limited Codex Micro accessory already released for developers. Traders weigh these verified milestones against Meta's faster pendant rollout and historical hardware delays at other AI firms, with upcoming developer conferences and earnings updates likely to provide the next signals on progress toward any broad consumer release.