last week wall street journal It was reported that Apple and Intel have reached an agreement to manufacture chips, and now new report Ming-Chi Kuo says Intel has already started initial production on iPhone processors and others.
Ming-Chi Kuo says Apple and Intel have already started production of iPhone, iPad and Mac chips
Ming-Chi Kuo was the first to report last fall that Apple and Intel were exploring the possibility of a renewed partnership. And now the analyst has Shared a new report on X Where he says that initial production has started.
The report is lengthy, primarily consisting of Kuo’s analysis and expectations on the Apple-Intel deal and its impact on TSMC.
However, Koo also includes some notable news updates. He writes:
- Apple has launched low-end/legacy iPhone, iPad and Mac processors on the 18A-P series (using Foveros packaging) at Intel.
- The order mix is about 80% iPhone, mirroring Apple’s end-device sales mix.
- Apple’s wafer plans at Intel reflect the technology lifecycle of the 18A-P series: small-scale testing in 2026, ramp up in 2027, continued growth in 2028, and decline in 2029.
- Apple is also actively evaluating Intel’s other advanced-node technologies.
It seems that, after recently striking a deal, Apple and Intel have wasted no time in starting initial production.
Kuo did not name the specific chips being manufactured by Intel, except to say that they are “low-end/legacy.”
Presumably this means that Intel is producing chips for older iPhone, iPad, and Mac models that are still on sale today. TSMC is still expected to handle orders for Apple’s most cutting-edge silicon.
Many see the addition of Intel as a chip maker as a way for Apple to reduce the risks from over-reliance on TSMC. However, Kuo notes that TSMC is expected to “retain more than 90% of supply share” even after Intel’s operations are fully operational.
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