Something big is about to happen, recently analyst Ming-Chi Kuo has shared new information about the alleged partnership between OpenAI and MediaTek and claimed that this collaboration could have a long-term impact on MediaTek’s smartphone business, AI chip development and 6G positioning in the future.
Ming-Chi Kuo, an analyst at According to the analyst, Qualcomm has spent years building Snapdragon’s premium image through sponsorships and flagship Android partnerships, which has helped it gain a strong market perception in the high-end smartphone segment.
MediaTek will benefit
Kuo believes that this partnership will not lead to an immediate increase in MediaTek’s stock price, but it could improve the company’s long-term smartphone business outlook and strengthen investor confidence.
— 郭明錤｜Ming-Chi Kuo (@mingchikuo) May 20, 2026
Kuo said that after the rapidly increasing popularity of ChatGPT, OpenAI can now get a lot of popularity in the smartphone segment. He estimated that by combining ChatGPT’s user base, media coverage and social amplification, the OpenAI smartphone launch event could reach 300 million (30 crore) to 500 million (50 crore) viewers.
The analyst also explained how AI agent smartphones can change the design priorities of future smartphone processors. He said AI-focused devices will need chips that can handle continuous inference, memory updates, low-latency processing and always-on sensing. According to Kuo, the OpenAI partnership can help MediaTek collect real-world data to design future AI-centric systems-on-chips.
What did the analyst say about 6G development?
One more thing has been discussed in the post and that is 6G development. Kuo suggested that AI native devices will play a big role in shaping future 6G standards, especially in areas like persistent connectivity and cloud-device AI processing. He said that through the experience gained from the OpenAI smartphone project, MediaTek can have a greater impact in the future 6G standard setting.
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