A recent report suggested that Apple is considering Intel to manufacture the M7 chip, potentially expanding their partnership beyond just the Mac lineup.
It would be a significant shift for Intel, a company that used to power Apple’s Macs with its own chips, to now produce Apple’s more powerful silicon. In addition to the M7 chip, Intel might also supply A-series chips for future iPhones.
This prediction originally came from Ming-Chi Kuo, a supply chain analyst, who mentioned that Intel could start shipping Apple’s lowest-end M processor as early as 2027. Another analyst, Jeff Pu, of GF Securities, shared insights with investors, suggesting that Intel could supply some A-series chips for Apple starting in 2028.
If this partnership comes to fruition, Intel could potentially manufacture the A22 or A23 chips for upcoming iPhones. This collaboration would likely focus on non-pro iPhone chips, while TSMC continues to produce high-end chips like the A22 Pro.
Implications of This Partnership
It’s important to note that Intel’s role would be limited to manufacturing these chips, not designing them. This move could be a strategic decision by Apple to diversify their supply chain and potentially gain favor with the current administration.
Intel’s shift towards Foundry Services business in recent years aligns with their interest in manufacturing chips for other companies. The US government’s investment in Intel earlier this year further highlights the political significance of such collaborations.
For Apple, partnering with Intel could offer a new level of diversification and potentially strengthen their relationship with US-based manufacturers. This move could also benefit Intel by boosting their credibility and attracting more business opportunities.
