Analyst: Apple Eyes Intel for iPhone Chips Starting in 2028

Apple may be turning to Intel for future iPhone chips, according to a new research note from analyst Jeff Pu. The move, if it materializes, would see Intel fabricating Apple-designed silicon using its cutting-edge 14A process, with production slated for 2028.

This isn't the first time whispers of an Apple-Intel partnership have surfaced. The rumor mill has been churning for months, but Pu's reaffirmation adds weight to the possibility. It signals a potential shift in Apple's chip supply strategy.

Intel's Foundry to Fabricate Apple's A-Series

According to the MacRumors report, analyst Jeff Pu anticipates Intel securing a chip supply deal with Apple for non-Pro iPhone models, potentially starting with the A21 or A22 chip. This would see Intel acting purely as a foundry, manufacturing chips designed entirely by Apple. No change to Intel chip design, just fabrication.

TSMC is expected to remain Apple's primary chipmaking partner. This suggests Apple is looking to diversify its supply chain, not abandon TSMC altogether. Remember the headaches when TSMC's capacity was constrained a few years back? Apple's smart to hedge its bets.

Echoes of the Past, Glimmers of the Future

This wouldn't be the first collaboration between Apple and Intel. Intel previously supplied cellular modems for iPhones 7 through 11. And let's not forget the Intel Macs, which ran on Intel-designed processors before Apple transitioned to its own silicon.

Reportedly, Nvidia has surpassed Apple as TSMC's largest customer. Diversifying the supply chain would provide security for Apple. Having another option for fabrication gives them more negotiating power, too.

What This Means for Consumers

If Apple taps Intel to build future iPhone chips, consumers might see several benefits. First, a more robust supply chain could lead to greater iPhone availability and potentially shield against future component shortages. Second, Intel's advanced manufacturing processes could translate into more power-efficient and performant chips in our iPhones. This could result in better battery life and snappier performance.

While the specifics of which iPhone models might feature Intel-fabricated chips remain unclear, the move underscores Apple's commitment to innovation and its willingness to explore all avenues to deliver the best possible mobile experience. The tech world will be watching closely to see how this potential partnership unfolds and what impact it has on the future of iPhones.