Few breakups were as high-profile as Apple ’s transition away from Intel processors in 2020. However, new reports suggest that the two companies might be preparing to work together again. The relationship would look very different this time, though. Instead of using Intel’s designs, Apple is reportedly looking at a partnership to use Intel’s factories to manufacture its own custom-designed chips for iPhone devices.
The info comes from MacRumors, who obtained a research note from GF Securities analyst Jeff Pu. According to the report, Intel could begin supplying iPhone chips for Apple as early as 2028. This partnership would likely utilize Intel’s upcoming “14A” manufacturing process. The goal isn’t to replace Apple’s current partner, TSMC, but rather to supplement it. TSMC would still be the main manufacturer, but Intel could take over some of the production of non-Pro iPhone models. This might start with the A21 or A22 chips.
Apple’s iPhone could get Intel-made chips in 2028, iPads and Macs in 2027
Apple’s potential move comes at a good time for the company. Recent information shows that NVIDIA has become TSMC’s biggest customer, taking over from Apple. This is mostly because of the huge need for AI servers. So, the Cupertino giant lost its “priority shipment status” with the Taiwanese foundry . As competition for manufacturing space intensifies, Apple needs to ensure it isn’t left waiting in line. By bringing Intel into the fold, Apple gains a “Plan B” that keeps its production schedules on track.
The iPhone might not be the only device affected. Analyst Ming-Chi Kuo of Tianfeng Securities previously suggested that Intel could start producing lower-end M-series chips for iPads and Macs as early as mid-2027 using its “18A” process.
Beyond logistics, there is a significant political angle to this rumor . Partnering with Intel would allow Apple to shift a larger portion of its chip production to U.S. soil. This aligns with broader efforts to boost domestic manufacturing, a move that could provide Apple with favorable standing during shifting trade policies and government incentives for local production.
Apple still designing its chips, Intel could only manufacture them
It is important to note that the partnership wouldn’t be a return to the “Intel Inside” era of old. Apple will still design every circuit and transistor of its processors. Intel’s role would be strictly as a foundry. That is, they are only in charge of printing Apple’s blueprints onto silicone.
It’s worth noting that the deal isn’t official yet. However, we’ll likely have more news about it in the coming weeks.
