Apple Rumored to Tap Intel for Chip Manufacturing, May Extend to iPhone
Apple may soon rekindle its partnership with Intel, but this time under very different terms. After moving away from Intel processors in favor of its in-house M-series chips, the Cupertino giant is reportedly preparing a new deal that would see the blue giant manufacture, but not design, chips for Apple devices.
Apple Seeks Diversification Beyond TSMC
Currently, Apple relies heavily on Taiwan Semiconductor Manufacturing Company (TSMC) for chip fabrication. Industry insiders suggest Apple is looking to reduce this dependency by adding Intel as a secondary supplier. Intel’s role would be limited to production, with Apple retaining full control over chip design.
According to GF Securities analyst Jeff Pu, Intel could begin supplying Apple with a portion of non-Pro iPhone A-series chips starting in 2028. Pu notes that the blue company’s share would be relatively small at first, with TSMC continuing as Apple’s primary supplier.
Well-known analyst Ming-Chi Kuo previously reported that Intel may start producing Apple’s entry-level M-series chips for Macs and iPads as early as mid-2027. These chips are expected to be built using Intel’s advanced 18A process, touted as the earliest sub-2nm node manufactured in North America.
What This Means for Apple and Intel
- Apple: Gains supply chain resilience by diversifying chip fabrication beyond TSMC.
- Intel: Secures a high-profile client, potentially boosting its foundry business.
- Consumers: Could see broader innovation and stability in Apple’s product lineup as manufacturing risks are reduced.
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