Multiple reports have indicated that Apple is turning to Intel for future iPhone chips. Now, analyst Jeff Pu is out today with a new research note once again affirming an upcoming partnership between the two companies.
In December, Pu reported that Intel will start producing chips for Apple’s non-Pro iPhone models starting in 2028.
In a research note seen by 9to5Mac today, Pu says that Intel has a “solid external customers pipeline” for 14A, which is the company’s 1.4nm-class process technology. Among the companies in that pipeline are Apple, AMD, and Nvidia.
“We reiterate our expectation of potential order-wins such as Apple’s SP SoC and NVDA/AMD’s x86 server chips,” Pu says.
Ming-Chi Kuo has also reported that Intel will “begin shipping Apple’s lowest-end M processor as early as 2027.” This would presumably be the base model M7 chip, which could be used in select iPad and Mac models.
Under this arrangement, Apple will still develop and design its own iPhone and Mac processors in-house. The difference is that, instead of exclusively using TSMC to manufacture those chips, Intel would come aboard as an additional partner. This is not a return to Intel chips powering the Mac (or the iPhone).
What do you think about Apple and Intel reuniting for iPhone and Mac chips? Let us know down in the comments.
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