OpenAI’s consumer hardware push centers on its io collaboration with Jony Ive, acquired in 2025 for roughly $6.5 billion, which targets a screenless, voice-first AI companion roughly the size of a hockey puck. Official statements and supply-chain reports point to a possible unveiling in the second half of 2026, though a July 2026 court filing states customer shipments will not begin before February 2027. Recent internal work using GPT-6 Astra produced a functional prototype device in under a week, highlighting accelerating engineering capabilities, while separate analyst reports suggest an AI smartphone project could reach mass production as early as 2027. Traders watch these verified timelines and manufacturing partnerships with Luxshare for signals on whether a first product reaches consumers by any near-term resolution date.