Apple May Use Intel Chips in iPhones Starting 2028
Apple is reportedly considering Intel to manufacture chips for some iPhones starting in 2028, expanding their renewed partnership beyond Mac and iPad.
Analyst Insight
According to analyst Jeff Pu from GF Securities, Intel could supply non‑Pro iPhone chips beginning in 2028 using their advanced 14A process. Intel’s role would be limited to manufacturing, with Apple continuing to design the chips.
Supply‑Chain Diversification
This move would help Apple diversify its supply chain, reducing dependence on TSMC. Earlier reports indicated Intel might supply chips for Mac and iPad as early as mid‑2027 using their 18A process.
Shift from Past Intel Partnerships
This is different from Apple’s previous use of Intel chips in Macs, as those were designed by Intel. Apple’s potential partnership with Intel for iPhone chips marks a significant shift in their supply‑chain strategy, aiming for more diversification and reliance on American manufacturing.
