Intel iPhone Chips: Tech Giant Poised to Re-Enter Apple Supply Chain by 2028

A major shift in semiconductor manufacturing could be on the horizon. According to analyst reports, Intel is in line to produce chips for future Apple iPhones. This partnership would mark Intel’s return to a key Apple supply role after several years.The move is framed as a strategic diversification for Apple. It would reduce reliance on a single chipmaker and leverage U.S.-based production.

Analyst Details Point to Specific Timeline and Models

A research note from analyst Jeff Pu, covered by MacRumors, provides specific details. Pu states Intel could supply chips for non-Pro iPhone models starting in 2028. This would involve Intel’s advanced 14A manufacturing process.The chips would be for devices like a potential “iPhone 20” series. Apple would continue to design its own A-series processors. Intel’s role would be strictly limited to fabrication, not design.This follows a separate report from analyst Ming-Chi Kuo last month. Kuo said Intel could make entry-level Apple Silicon chips for Macs and iPads by 2027. That effort would use Intel’s 18A process node.

Broader Impact on Industry and Supply Chain Security

A deal would represent a significant win for Intel’s foundry business. Securing Apple as a client validates its advanced manufacturing capabilities. It also boosts U.S. efforts to grow domestic chip production.For Apple, the strategy is about risk management. Adding Intel as a second-source supplier safeguards against potential disruptions. It also aligns with broader industry trends favoring geographic supply chain diversification.The partnership is distinct from the past Intel-Mac era. Previously, Apple used Intel-designed x86 processors. Now, Intel would manufacture Apple-designed Arm-based chips.

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This potential shift highlights the intense competition and strategic maneuvering in global chipmaking. The move to secure Intel iPhone chips would reshape a key tech relationship for the late-2020s.

Dropping this nugget your way-

Is Intel going to design the new iPhone chips?

No, Intel would not design the chips. Apple would continue to design its own A-series processors. Intel’s involvement would be limited to manufacturing them in its factories.

When would Intel start making iPhone chips?

Analyst reports point to 2028 as a potential start date. This would be for chips powering iPhones released that same year.

Which iPhone models would get Intel-made chips?

Current reports suggest standard, non-Pro iPhone models. The higher-end Pro models might continue using chips made by TSMC initially.

Why would Apple make this change?

Apple aims to diversify its supply chain for greater security. Partnering with Intel provides a major alternative source for advanced chip production, especially within the United States.

Has Intel made parts for Apple before?

Yes. Intel previously supplied cellular modems for several iPhone generations, from the iPhone 7 through the iPhone 11.

Will this affect iPhone performance or price?

It is too early to tell. Apple’s strict performance requirements mean any supplier must meet its high standards. The impact on consumer pricing is not clear.