Kuo: Apple is testing iPhone chipset production at Intel | Infinium-tech
Earlier this month, we saw a report claiming that Apple was looking to diversify its chip production away from TSMC, with Intel and Samsung as potential partners. The latest from renowned Apple analyst Ming Chi-Kuo Post also supports these claims with some more details.
Apple and Intel have apparently switched over to legacy Apple silicon chip production on Intel’s 18A-P process, which is equivalent to TSMC’s process used on the A18 Pro chip. According to the report, these are low-end chips used in iPhones, iPads, and Macs, and Kuo estimates that 80% of the chips are for iPhones. These chips will be made in America by Intel.
Kuo believes Cupertino and Intel are currently conducting small-scale testing throughout this year, with plans to increase production in 2027 and 2028 and then eventually reduce capacity in 2029. Also Apple is reportedly evaluating Intel’s more advanced process nodes.
Despite these efforts, TSMC remains Apple’s main chip supplier with an estimated 90% share of all Apple silicon chips supplied.
Leave a Reply