A new industry report suggests that Apple may soon turn to Intel to manufacture some of its non-Pro iPhone chips. Analysts at GF Securities revealed that Apple is exploring a plan that would allow Intel to produce the A22 chip—expected to power the iPhone 20 lineup in 2028—using Intel’s future 14A process.
According to the document, analyst Jeff Pu believes Intel is close to securing a small but meaningful share of Apple’s chip production. This development points to Apple’s broader strategy to reduce reliance on a single supplier. While Apple would still design the chips in-house, Intel would act strictly as a fabrication partner.
Why Apple Wants More Than One Supplier
Apple currently depends heavily on TSMC for advanced chip production. However, the pandemic exposed the risks of relying on one region. As a result, Apple began spreading production across multiple countries, including India and Vietnam, to strengthen resilience.
Chipmaking is one of the most critical areas to diversify. Intel offers geographical advantages because much of its high-end manufacturing capacity is based in the United States. This shift could help Apple reduce exposure to overseas disruptions, shipping delays, and geopolitical tensions.
A partnership with Intel may also give Apple more leverage in pricing negotiations with existing suppliers. More importantly, it would support ongoing federal efforts to expand domestic semiconductor production.
Why Intel Wants the Deal
For Intel, this opportunity represents more than additional revenue. It signals progress toward rebuilding its position in the semiconductor industry. The company has invested heavily in new nodes, including 18A and 14A, to regain momentum.
The report also notes that Apple may test Intel’s capabilities by having it produce lower-end M-series chips for some Macs and iPads starting in 2027. That early assignment would give Intel a chance to demonstrate consistent yields before handling iPhone components.
A Long-Term Strategy With Many Moving Parts
Even if Intel joins the lineup, Apple will continue working closely with TSMC, whose Arizona expansion remains central to Apple’s long-term roadmap. Texas Instruments also supports Apple with essential power management components.
Intel, therefore, represents one piece of a broader diversification effort—not a replacement. Apple’s goal is clear: build a supply chain capable of withstanding global disruptions while maintaining high chip performance.
