Full Breakdown
Apple Partners with Intel for Future Chip Production
1/24/2026, 11:03:02 AM
Overview of the Partnership
Apple Inc. is reportedly reviving its chipmaking partnership with Intel Corporation, with plans for Intel to manufacture chips for Apple's non-Pro iPhone models starting in 2028. Analyst Jeff Pu from GF Securities has reiterated this expectation in a recent research note, suggesting that Intel will utilize its upcoming 14A process technology for production. This collaboration marks a significant shift as Apple continues to design its own processors while diversifying its manufacturing partners beyond Taiwan Semiconductor Manufacturing Company (TSMC).
Key Details of the Collaboration
According to Pu, Intel's 14A process technology is expected to be ready for mass production by 2028, allowing the company to supply Apple with future A21 or A22 chips for iPhones. While TSMC will remain Apple's primary chip supplier, Intel's involvement will focus solely on fabrication rather than design, differing from the previous era when Intel provided x86 architecture processors for Macs. Additionally, Ming-Chi Kuo, another industry analyst, has indicated that Intel may begin shipping Apple's lowest-end M-series chip for select Mac and iPad models as early as mid-2027, utilizing Intel's 18A process.
Implications for Apple's Supply Chain
The partnership with Intel is seen as a strategic move for Apple to enhance its supply chain resilience, particularly as competition for chip supply intensifies. Reports indicate that Nvidia has recently surpassed Apple as TSMC's largest customer, highlighting the growing demand for semiconductor resources. By collaborating with Intel, Apple aims to bolster its U.S. manufacturing capabilities, aligning with broader trends toward domestic production.
Criticism & Opposition
While the partnership may offer advantages, some analysts express caution regarding the implications of relying on Intel. Concerns have been raised about Intel's ability to meet Apple's high-performance standards, given the company's historical challenges in chip production. Furthermore, the shift in focus from TSMC to Intel could complicate Apple's supply chain dynamics, especially if Intel encounters production delays or quality issues.
Official Statements & Responses
Apple has not officially commented on the specifics of the partnership with Intel. However, industry analysts, including Pu and Kuo, have provided insights based on market trends and expectations. Pu emphasized the importance of Intel's role in diversifying Apple's supply chain, stating, "We reiterate our expectation of potential order-wins such as Apple’s SP SoC."
What's Next for Apple and Intel?
As the partnership develops, Apple and Intel are expected to finalize agreements and prepare for the production timeline leading up to 2028. This collaboration may also set the stage for future innovations in Apple's chip technology, as the company continues to navigate the competitive landscape of the semiconductor industry.
