It has once again been rumored that Apple might revive its chipmaking partnership with Intel, but the chips would be designed by Apple rather than Intel.


In a research note today, obtained by MacRumors, GF Securities analyst Jeff Pu reiterated his expectation that Intel will begin supplying some Apple chips using its future 14A process, which will reportedly be ready for mass production in 2028.

Last month, Pu said that he expected Intel to reach a chip supply deal with Apple for at least some non-pro iPhone models starting in 2028. Based on that timeframe, Intel could supply Apple with at least a portion of future A21 or A22 chips for iPhones, but TSMC is expected to remain Apple's primary chipmaking partner.

There is no indication that Intel would play a role in designing the iPhone chips, with its involvement expected to be strictly limited to fabrication. That would differ from the era of Intel Macs, which used Intel-designed processors with x86 architecture. Apple began transitioning away from Intel processors in Macs in 2020.

Intel also supplied Apple with cellular modems for some iPhone 7 to iPhone 11 models.

Apple's return to Intel might also involve some Mac and iPad chips. Last year, Tianfeng Securities analyst Ming-Chi Kuo said he expected Intel to begin shipping Apple's lowest-end M-series chip for select Mac and iPad models as early as mid-2027. For this, Kuo said Apple planned to utilize Intel's 18A process. He did not mention the iPhone.

Intel would help Apple diversify its supply chain, which could come at a pivotal time, as Nvidia has reportedly surpassed Apple as TSMC's largest customer amid rising competition for chip supply for consumer devices and especially AI servers. Apple would also be boosting its U.S. manufacturing, in line with the Trump administration's push for domestic production.
This article, "Apple Rumored to Partner With Intel on iPhone Chips" first appeared on MacRumors.com

Discuss this article in our forums

Intel is expected to begin supplying some Mac and iPad chips in a few years, and the latest rumor claims the partnership might extend to the iPhone.


In a research note with investment firm GF Securities this week, obtained by MacRumors, analyst Jeff Pu said he and his colleagues "now expect" Intel to reach a supply deal with Apple for at least some non-pro iPhone chips starting in 2028.

The non-pro iPhone chips would be manufactured with Intel's future 14A process, according to Pu.

The research note did not provide any other details about these potential plans, but based on the stated timeframe, Intel could start supplying Apple with the A22 chip for devices like the "iPhone 20" and "iPhone 20e" in around three years from now.

Importantly, there is no indication that Intel would play a role in designing the iPhone chips, with its involvement expected to be strictly limited to fabrication. Apple would continue to design iPhone chips, and Intel would start to handle a smaller percentage of manufacturing alongside Apple's primary chipmaker TSMC.

Last month, Apple supply chain analyst Ming-Chi Kuo said he expects Intel to begin shipping Apple's lowest-end M-series chip for select Mac and iPad models as early as mid-2027. For this, Kuo said Apple plans to utilize Intel's 18A process, which is the "earliest available sub-2nm advanced node manufactured in North America."

Intel supplying Apple-designed, Arm-based chips would differ from the era of Intel-based Macs, which used Intel-designed processors with x86 architecture.

Apple reaching a chip supply deal with Intel would boost its reliance on an American manufacturing company and help to diversify its supply chain.

Intel previously supplied Apple with cellular modems for some iPhone 7 to iPhone 11 models.
This article, "Apple's Return to Intel Rumored to Extend to iPhone" first appeared on MacRumors.com

Discuss this article in our forums