Apple Inc. is reportedly preparing to re-engage with Intel Corp. for the manufacturing of future iPhone chips, signaling a significant shift in its long-term semiconductor supply strategy. According to a research note by GF Securities analyst Jeff Pu, Intel could begin fabricating Apple-designed chips using its advanced 14A process, which is expected to enter mass production in 2028.
If the plan moves forward, Intel would likely manufacture chips for non-Pro iPhone models, while Taiwan Semiconductor Manufacturing Company (TSMC) would remain Apple’s primary partner for high-end and Pro variants. The chips involved could include components of Apple’s future A21 or A22 processors. Standard iPhone models, such as the iPhone 15 and iPhone 15 Plus, typically lack premium features like ProMotion displays and telephoto cameras, making them more suitable for diversified manufacturing.
Importantly, Intel’s role would be limited strictly to chip fabrication, not processor design. This marks a clear distinction from Apple’s previous reliance on Intel-designed x86 processors before Apple transitioned to its own silicon in 2020.
Analysts suggest the renewed Apple–Intel partnership could eventually extend beyond iPhones. Ming-Chi Kuo of Tianfeng Securities has previously indicated that Intel may start producing Apple’s lowest-end M-series chips for select Mac and iPad models as early as mid-2027, using Intel’s 18A process. Such diversification could help Apple reduce supply chain risk and ease its heavy dependence on TSMC.
Meanwhile, Apple’s financial outlook remains strong. Bank of America analyst Wamsi Mohan expects robust iPhone demand to drive a solid December quarter, projecting 85 million iPhone sales, exceeding earlier estimates. He also forecasts expanding gross margins through the March quarter.
Apple stock has gained nearly 8% over the past year, reflecting continued investor confidence. If Intel successfully delivers on its advanced manufacturing roadmap, the partnership could reshape the competitive landscape of global chip production while strengthening Apple’s long-term supply resilience.