The source review reports that Apple has initiated production of its lower-end iPhone, iPad, and Mac processors at Intel, using Intel's 18A-P process node. These chips represent a smaller, less advanced segment compared to Apple’s flagship A- and M-series processors, which remain under TSMC’s exclusive domain. This move aims to ease production pressure on TSMC and serve as a hedge against supply chain risks.
- Intel manufactures mid-range Apple processors, not flagship chips
- Apple diversifies supply amid TSMC capacity and competition challenges
- TSMC remains dominant with over 90% supply share for advanced silicon
Product angle
According to the source review, Apple’s partnerships with semiconductor manufacturers are evolving to address production capacity challenges. Intel is now producing legacy and mid-range processors for Apple devices like the iPhone and iPad using their 18A-P process with Foveros packaging technology. This production covers a high-volume but less technically advanced chip segment compared to the semiconductor giants’ flagship lines.
The review suggests this is a carefully planned, small-scale trial intended to test Intel’s ability to meet Apple’s demanding manufacturing standards and volume requirements. This strategic engagement reflects Apple’s proactive approach to supply chain diversification, aiming to reduce sole reliance on TSMC without disrupting the advanced silicon production which remains with TSMC for now.
Best for / avoid if
This chip production partnership is best suited for those interested in a robust manufacturing ecosystem supporting higher-volume, Mid-Range, and legacy Apple processors. Companies or buyers looking to understand supply chain diversification and risk mitigation strategies in semiconductor production may also find this information pertinent.
Conversely, those focused exclusively on the highest-performance Apple chips — such as the A-series used in iPhone Pro models or the M-series powering MacBook Pros — should note that these remain exclusively produced by TSMC. Therefore, this Intel collaboration does not represent a shift for premium silicon buyers or those reliant on the latest chip generations.
Pricing and alternatives to check
Pricing details for Intel’s chip production for Apple have not been publicly disclosed, but the effort is viewed as a strategic hedge rather than a competitive pricing play. Intel’s yield for the 18A-P node is expected to start at 50-60%, indicating growing pains that Apple appears willing to accommodate as part of its long-term contingency planning.
For buyers evaluating alternatives, TSMC remains the dominant foundry with over 90% of Apple’s advanced chip supply. Other semiconductor manufacturers like Samsung and global supply chain shifts by governments and hyperscalers are also influencing the foundry landscape. Intel’s involvement marks an emerging option but currently serves as a complement rather than a primary alternative to TSMC.