In a potential shift in its manufacturing strategy, Apple could reinstate its collaboration with Intel for chip production, focusing on designs crafted by Apple itself. Analyst Jeff Pu from GF Securities indicated expectations that Intel might start supplying chips using its forthcoming 14A process, projected to be available for mass production by 2028. This development could allow Intel to provide Apple with components for future A21 or A22 iPhone models, although TSMC is anticipated to remain Apple's primary partner in chip manufacturing.
Previously, Intel had a significant role in Apple's hardware ecosystem, supplying processors during the era of Intel Macs until Apple began transitioning away from these processors in 2020. While Intel's current involvement may be confined to fabrication rather than design, analysts predict that Apple might also incorporate Intel's technology into its low-end M-series chips for specific Mac and iPad models by mid-2027.
This partnership could enhance Apple's supply chain diversity, especially as Nvidia has reportedly become TSMC's largest customer, intensifying competition for chip resources. Furthermore, Apple's move aligns with the push for increased U.S. manufacturing capabilities, reflecting broader industry trends.