Apple begins testing with Intel’s advanced manufacturing process

Claims that Apple may work with Intel in the production of some iPhone, iPad and Mac processors in the future have gained strength with new information. According to information shared by supply chain analyst Ming-Chi Kuo on X, Apple has started system chip tests on Intel’s 18A-P production process. It is stated that the production process in question focuses especially on processors to be used in entry-level or old generation devices. Accordingly, the use of Intel-produced Apple chips in low-cost iPhone, iPad and Mac models is on the agenda. In the first stage, it is considered that this is for the purpose of production diversity rather than a full-scale transition.

The relationship between Apple and Intel has continued for many years over Mac computers. However, in 2020, the company abandoned Intel processors and switched to its own Apple Silicon platform and largely turned to TSMC on the production side. In recent years, TSMC has become a key manufacturing partner for Apple, causing the company to re-evaluate its supply chain risks. The high level of dependence on a single company, especially in advanced production processes, raises some questions due to fluctuations in the global semiconductor industry. In addition, it is claimed that the US administration also supports the re-establishment of cooperation between Apple and Intel.

It is stated that Intel’s planned production process for Apple spans a calendar of several years. According to the information shared, test production will be carried out throughout 2026. Commercial production and first shipments are aimed to start in 2027. The production volume is planned to be gradually increased in 2028 and 2029. It is stated that Intel’s production facilities in Oregon, Arizona and Ohio may play an active role in this process.

Intel 18A-P process included in Apple’s manufacturing diversity plan

The Intel 18A-P production process that Apple is testing is shown as an improved version of the standard 18A technology that the company will use in its Panther Lake processors. According to Intel’s statements, this process is positioned at a similar level to TSMC’s N2 technology in terms of performance and transistor density. This may enable Intel to become a serious alternative in terms of technical competence for Apple. However, Apple is not expected to give up TSMC in the short term for its most advanced processors.

According to Ming-Chi Kuo’s assessment, even if the production process with Intel goes smoothly, approximately 90 percent of Apple processors will still be produced by TSMC. Most of the capacity on Intel’s side is expected to be allocated to iPhone processors. This situation is also compatible with Apple’s product sales distribution. It is thought that the company aims to create alternative production channels for lower-cost models. Thus, supply security can be increased and a more flexible structure can be established on production costs.

On the other hand, it is also stated that Apple is not limited to 18A-P only. It is stated that the company is also evaluating the 14A production technology that Intel plans to offer in the future. This production process, at approximately 1.4 nm, may be one of the options that can be used in more advanced iPhone processors in the future. However, several years of development are needed for such technologies to be used in commercial products.

From Intel’s perspective, it seems strategically remarkable that a major customer like Apple has turned to the company on the remanufacturing side. The company has recently been trying to grow its foundry business, focusing on building capacity to compete with rivals such as TSMC and Samsung. A possible collaboration with Apple could increase Intel’s reliability on the production side. However, it appears that Apple aims to create a multiple supply model rather than turning to completely different manufacturers. This approach may offer a more balanced structure for the company, considering the uncertainties in the global chip industry.