Luxshare jumps 10% on report of OpenAI hardware deal

TL;DR:

On September 22, 2025, Luxshare rose about 10 percent.
Move followed a report of an OpenAI consumer device deal.
Reuters first reported the partnership on September 19.
Trading screens flagged a new 2021-high price level in China.
Watch for confirmations, specs, and supplier mix changes.

Shares of Luxshare Precision rose about 10 percent during China trading on September 22, 2025, after a report said OpenAI picked the company to build a consumer AI device. Trading data posts showed the stock hitting levels not seen since January 2021.

The catalyst traces to a September 19, 2025 article that OpenAI partnered with Luxshare to manufacture a pocket-sized device, with Goertek approached for components. That report, credited to The Information, was summarized by Reuters the same day.

What was reported

OpenAI is developing a small, context-aware consumer device.
Luxshare, an Apple assembler that builds iPhones and AirPods, would manufacture it.
Goertek was tapped for speaker modules.
These details point to a first-party hardware push beyond OpenAI’s software and API business.

Why the stock moved

Markets prize new anchor customers. Luxshare already rides Apple’s scale. Adding OpenAI hints at a second growth pillar in AI-native devices. Momentum traders also respond to headlines that imply high-volume assembly work, even before specs or orders are public. A same-day note cited the near 10 percent surge and labeled the price a multi-year high.

What to watch next

Confirmation from either party. Neither OpenAI nor Luxshare issued a full press release as of September 22, 2025. Watch for regulatory filings in Shenzhen.
Device category. The report called it pocket-sized. That could range from a voice pin to a phone-adjacent companion. Specs will shape volume and margins.
Supplier mix. Coverage mentioned Goertek for audio parts. Additional suppliers could shift sentiment.
Time to production. Lead times for tooling and certification suggest 2026 volume unless the design reuses existing lines.

Context: OpenAI’s hardware arc

OpenAI bought io Products, a Jony Ive hardware startup, earlier in 2025. It has hired ex-Apple talent toward an “AI-native” device. That background makes a Luxshare tie-up plausible to investors who track Apple’s supply chain. Regional outlets echoed the link to Apple vendors on September 22.

Quick table: investor checklist

Question	Why it matters	Signal to track
Is there a binding MSA or only prototyping	Drives revenue certainty	Company filings, guidance
What device class is it	Determines unit volume	Certification leaks, code names
Which vendors are in	Splits margin	Supplier mentions in local media
When is SOP	Affects FY25–26 models	Factory ramp reports, NPI chatter

Why it matters

If OpenAI ships a mainstream device, assembly work will flow to whoever wins the build. For Luxshare, even a niche hit could add a new line of business next to Apple. For OpenAI, moving into hardware would bring it into direct competition with device makers, not just app platforms.

Sources: