Intel's Return to Apple Chip Production: A Look at the Details

Intel has started making iPhone chips for Apple, according to a report from analyst Ming-Chi Kuo. It's a big move, a renewed partnership first hinted at last fall.

But don't get too excited. These aren't for the latest gadgets. We're talking older iPhones, iPads, Macs. Intel's using its 18A-P series with Foveros packaging technology for these 'low-end' and 'legacy' devices.

Intel's Role: Diversification, Not Domination

Kuo says Intel's focus is legacy gear. About 80% of the orders are for iPhones. Apple, it seems, is playing it smart, trying to diversify its supply chain. Less reliance on TSMC, who pretty much owns Apple's chip business right now.

Still, TSMC will keep over 90% of the pie, even after Intel gets going. Why? Apple wants to hedge its bets. Supply chain headaches are just too common these days.

The Timeline: A Slow Burn

Intel's timeline? Small tests in 2026. Ramps up in '27. Growth until '28, then a dip in '29. Apple's also looking at Intel's other advanced tech for down the road. Which chips exactly? They haven't said. Just 'low-end' or 'legacy'.

This deal won't touch Apple's top-tier silicon. That's still all TSMC.

Europe's Angle

Could this mean anything for Europe? Maybe. TSMC already has a growing footprint there. If Intel's European plants get involved, it could boost Europe's chip game. The EU wants to build more chips locally, after all. This kinda fits that goal. Less reliance on Asia, right?

What This Means for You

For you, the consumer? No big changes right away. But long-term, maybe more stable prices, better availability for Apple gear. Thinking about an older iPhone or iPad? Good news. Intel's involvement should keep those devices stocked.

Still Plenty We Don't Know

Still plenty we don't know. Which specific models of chips is Intel producing? Will this partnership ever move beyond older tech? What about TSMC? How does this change Apple's bigger chip picture? We'll see.

Why It Matters

The bottom line: Apple's bringing Intel back, but for older chips. TSMC still gets the advanced stuff. It's a supply chain diversification play for Apple, plain and simple. Less risk. And while TSMC isn't going anywhere, Intel's return could shake things up a bit, make production more resilient.