Apple Eyes Intel for Chip Production, Expanding Beyond TSMC Dominance
Apple is reportedly diversifying its chip manufacturing partnerships, with Intel poised to produce both M-series chips for Macs and iPads as early as 2027, and potentially A-series chips for iPhones by 2028. This marks a significant shift for the tech giant, which currently relies heavily on Taiwan Semiconductor Manufacturing Company (TSMC) for the vast majority of its silicon.
A New Era in Apple’s Chip Strategy
For years, Apple has maintained a close relationship with TSMC, leveraging its advanced manufacturing capabilities to power its iPhones, iPads, and Macs. However, recent reports suggest Apple is proactively seeking to broaden its supply chain, mitigating potential geopolitical risks and fostering competition. “Apple is reportedly looking to bring on Intel as a new partner in 2027 for core M chips,” according to information released last week. This move signals a strategic effort to reduce dependence on a single manufacturer.
Intel to Produce M-Series Chips by 2027
The initial phase of this collaboration will focus on Apple’s M-series chips, the processors that drive the company’s Mac and iPad lines. If Apple maintains its typical product cycle, the first Intel-produced chip could be the M7. This expansion isn’t about replacing TSMC entirely, but rather supplementing its capacity and providing a crucial backup option.
iPhone Chips Could Follow in 2028
The partnership could extend even further, with Intel potentially manufacturing A-series chips for iPhones as early as 2028. One analyst corroborated earlier reporting, noting that Apple’s “SoC non-pro smartphone” could be produced by Intel within the next five years. This would represent a major win for Intel, re-establishing its presence in the mobile chip market.
Impact on iPhone Lineup
The exact impact on the iPhone lineup remains unclear. Currently, the A19 chip powers the iPhone 17 and is also expected to feature in the upcoming iPhone 17e. Flagship iPhone models utilize the more powerful A19 Pro chip, which is expected to continue being manufactured by TSMC. However, by 2028, it appears that base iPhone models and the ‘e’ model could adopt Intel-made chips.
Apple Maintains Chip Design Control
Despite the shift in manufacturing, Apple will continue to independently design its iPhone and Mac chips. The move to Intel simply alters where these chips are produced, not how they are conceived. “Apple will continue to develop and design its iPhone chips internally,” a source confirmed, emphasizing that Intel will become a key manufacturing partner, not a design collaborator.
This strategic move by Apple underscores the increasing importance of supply chain resilience in the global technology landscape. While the full implications of this partnership remain to be seen, it’s clear that Apple is positioning itself for a future where diversification and redundancy are paramount.
