Apple’s Return to Intel Chip Manufacturing
Apple is reportedly allowing Intel to manufacture its lowest-end M-series chips using the 18AP 2nm process, starting as early as 2027. This collaboration will focus on chips for devices such as the MacBook Air and iPad Pro, maintaining Apple’s design while outsourcing manufacturing to Intel.
Continued Partnership with TSMC
While Intel will handle some chip manufacturing, Taiwanese giant TSMC remains Apple’s primary supplier for higher-performance chips in Macs and iPhones. This ensures Apple retains a robust supply chain with TSMC’s advanced technology leading device performance.
Intel’s Advanced 18AP Process
Intel’s 18AP node, a cutting-edge 2nm production technology, is expected to be the foundation for Apple’s entry-level M7 chips. This marks Intel’s strategic move to reestablish itself as a competitive chip foundry alongside TSMC.
MacBook and iPad Pro Chip Evolution
Apple’s latest iPad Pros feature M5 chips, with recent MacBook Pro models also adopting the M5. The Intel-made chips will serve upcoming entry-level machines, aligning with Apple’s phased rollout of advanced M-series chips.
Diversification of Apple’s Chip Manufacturing
Apple’s deal with Intel helps diversify its manufacturing base to reduce dependency risks and increase resilience amid global chip shortages. It also responds to political and economic pressures favoring more U.S.-based manufacturing.
Upcoming MacBook Innovations
Apple plans to introduce OLED display MacBook Pros with touchscreens in late 2026 or early 2027, presenting a significant design upgrade. These innovative features target enhanced user experience and power efficiency.
New Mac Models in 2026
The upcoming year is poised for multiple Mac launches, including powerful 16-inch MacBook Pros powered by M5 Pro and Max chips, and smaller, low-cost MacBooks possibly using iPhone chips for ultra-long battery life.
Intel’s Foundry Ambitions
For Intel, securing Apple as a foundry client validates its technology and business pivot towards manufacturing chip designs from other companies. Intel aims to achieve foundry profitability by 2027 with high-profile partnerships like Apple.
Consumer Impact and Branding
Apple’s control of chip design ensures end users will not see performance differences or branding changes due to Intel’s manufacturing role. It is a backend change focused on strategic advantages rather than product identity shifts.
Strategic Significance of the Deal
This renewed Apple-Intel collaboration illustrates Apple’s commitment to supply chain flexibility and domestic chip production, while Intel moves closer to regaining industry prominence as a leading chip foundry for major tech clients.
