Apple and Intel Team Up: iPhone Chips by 2028 Could Revolutionize Tech

Apple and Intel are reportedly on the path to a significant partnership that may see Intel manufacturing chips for future Apple devices, including iPhones, by 2028. This collaboration marks a notable shift, as Apple previously transitioned away from relying on Intel for its chip production to focus on developing its own ARM-based system-on-chips (SoCs) for Mac devices. The proposed arrangement, however, would not involve Intel in the design process of the processors; instead, Intel would serve as a manufacturing partner, akin to Apple’s current primary chip supplier, TSMC.

According to analyst Jeff Pu, the partnership is expected to begin modestly. Initially, Intel may produce Apple’s entry-level M-series chips for selected Mac and iPad models starting in mid-2027. This initial phase will utilize Intel’s advanced 18A manufacturing process. This trial run is critical, as it will allow Apple to evaluate Intel’s manufacturing consistency and yield reliability before entrusting the company with the more significant task of producing high-volume iPhone chips.

If the preliminary collaboration proves successful, the partnership could expand significantly. By 2028, Intel may manufacture a portion of the non-Pro iPhone chips, potentially including the anticipated A22 processor, using its upcoming 14A fabrication process. This development could redefine the relationship between the two tech giants and enhance the supply chain for one of Apple’s most critical products.

A strategic move by Apple to mitigate risks and diversify its supply chain appears to drive this partnership. Currently, Apple relies heavily on a single manufacturing partner located in East Asia, a vulnerability that became apparent during recent global supply chain disruptions. By incorporating Intel as a manufacturer, Apple can significantly enhance its resilience, benefiting from the fact that a substantial portion of Intel’s advanced manufacturing capacity is located in the United States.

This shift supports broader U.S. efforts to bolster domestic chip production, thereby reducing reliance on overseas facilities. It also provides a vital buffer against geopolitical tensions and potential regional lockdowns that could disrupt operations.

For Intel, securing a deal with Apple would represent a remarkable achievement, validating the company’s ambitious plans to reclaim its status in the foundry sector. It would showcase Intel’s ability to compete with industry leaders, particularly in light of its next-generation 18A and 14A manufacturing nodes.

The potential collaboration between Apple and Intel could not only reshape their respective business strategies but also strengthen the global supply chain for Apple’s flagship devices. Should this partnership materialize, it may mark the beginning of a new chapter in the relationship between these two influential companies.