Apple Tests Intel’s Chip Process
Apple is evaluating Intel’s advanced 18A-P manufacturing process for its M-series processors, with deliveries eyed for 2027. The company signed an NDA and obtained PDK samples to assess performance and efficiency. This step marks a potential shift from exclusive reliance on TSMC for chip production.
Analyst Predicts M-Series Move
Ming-Chi Kuo highlights that Intel remains on schedule to supply Apple’s entry-level M-series chips starting in 2027. These would target affordable MacBook Air and iPad models initially. Early evaluations suggest the process meets Apple’s strict power and thermal standards effectively.
Extension to iPhone 21 Base Models
Research firms project Intel chips powering non-Pro iPhone 21 versions by 2028, expanding beyond Macs. Base models could benefit from cost savings while maintaining speed. This rumor builds on successful M-series trials, aiming for broader device integration.
Intel 18A-P Technology Edge
The 18A-P process features next-gen transistors and improved power delivery for better density. It promises enhanced battery life crucial for Apple’s slim designs. Evaluations confirm it rivals top competitors in efficiency metrics so far.
Supply Chain Diversification Benefits
Teaming with Intel lets Apple build resilience against global disruptions. U.S.-based production adds security for key components. Entry-level focus keeps premium pricing intact for Pro lines.
Production Timeline Challenges
Risk production ramps up in 2026, with Apple deliveries by 2027 if yields stabilize. iPhone integration follows in 2028 using refined nodes. Success depends on final process maturity.
Broader Industry Shifts Ahead
This partnership revives Intel’s manufacturing role while aiding Apple’s strategy. Expect base iPhone 21 to showcase these chips prominently. Future devices may blend suppliers for optimal tiers.
