Apple has initiated testing on its processors utilizing Intel’s new 18A-P manufacturing process. This marks a significant shift in collaboration between the two technology giants, moving from speculation to active development. Renowned supply chain analyst Ming-Chi Kuo confirmed this development in a recent post on X.
Details of Apple’s Testing with Intel
The focus of this collaboration is to produce processors tailored for lower-end and legacy models of iPhones, iPads, and Macs. This decision re-establishes a connection with Intel, which was previously Apple’s sole supplier for Mac processors until 2020, when Apple transitioned to its in-house M-series chips, primarily produced by TSMC.
Reasons Behind the Shift
Apple’s growing discomfort with dependence on TSMC has driven this diversification effort. The company aims to broaden its supply chain and reduce risks associated with relying solely on a single manufacturer. Reports suggest that the Trump administration has also encouraged this partnership, following its investment in Intel with a 10 percent stake.
Timeline for Production
Intel plans to spend the year 2026 testing production of Apple’s processors, with mass production and delivery targeted for 2027. Output is expected to increase steadily through 2028 and 2029.
Manufacturing Locations
- Intel’s facilities in Oregon
- Arizona
- Ohio
These locations may play a crucial role in manufacturing the anticipated A18 Pro chips designed for older and budget-friendly iPhone and Mac models.
Performance Comparisons
Intel’s 18A-P process represents an advancement over the earlier 18A technology, used to create Panther Lake and other Intel products. Notably, the 18A-P process is comparable in performance and transistor density to TSMC’s N2 process. However, TSMC is expected to continue producing the majority of Apple’s processors, with estimates indicating that it will handle around 90 percent, even if Intel’s initial shipments are successful.
Future Prospects
Intel is also under evaluation for its other advanced-node technologies, including the 14A (1.4nm) process, which may be utilized for future iPhone chips.
As Apple enhances its chip production strategy, this partnership with Intel could reshape its approach to manufacturing, providing more flexibility and potentially innovative advancements in its product line.
