Daijiworld Media Network – San Francisco

San Francisco, Dec 6: Apple could be preparing a significant change in its chip supply chain, with fresh reports indicating that Intel may start producing processors for both Macs and iPhones before the end of the decade.

Analyst Ming-Chi Kuo recently suggested that Intel is likely to begin manufacturing Apple’s M-series chips in 2027, marking the company’s first involvement in Apple Silicon production. This claim has now been supported by another report, which also hinted that Intel’s role could expand further.

According to analyst Jeff Pu, Apple may enlist Intel to produce its “non-pro smartphone SoC” starting in 2028. If Apple maintains its usual product cadence, the 2027 M-series chipset, possibly named the M7, would be the first Mac or iPad processor fabricated by Intel.

The reports further suggest that Apple could extend the partnership to include base A-series processors for iPhones. By 2028, Intel may be producing the standard A-series chip for entry-level iPhones and their ‘e’ variants. Currently, Apple relies almost entirely on Taiwan’s TSMC for chip manufacturing, with higher-end models like the A19 Pro expected to remain under TSMC’s production.

Despite these changes, Apple is expected to continue designing its chips in-house. Adding Intel as a fabrication partner would increase supply resilience and provide greater flexibility across its product lineup.

While Intel-built iPhone chips are still several years away, the emerging reports point to a major realignment in Apple’s long-standing reliance on TSMC and represent a significant potential win for Intel as it looks to expand its foundry business.