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Intel Poised to Land Apple Chip Deal
2 Dec
Summary
- Apple is reportedly close to selecting Intel for M-series chip manufacturing.
- Intel's 18A-P process is being tested for Apple's lowest-end M-series processors.
- The potential deal could bring Apple's chip orders worth $1 billion annually to Intel.
Intel appears to be making significant strides in securing Apple as a major foundry customer, according to recent analyst insights. Apple has reportedly had a positive experience with an early process design kit for Intel's enhanced 18A-P manufacturing process. If finalized, Apple plans to utilize this process for its lower-end M-series processors, with shipments anticipated around the second quarter of 2027.
The potential deal represents a substantial opportunity for Intel Foundry, with annual revenues estimated between $1 billion. Beyond the financial implications, securing Apple's business would serve as a critical vote of confidence, helping Intel overcome historical challenges in building trust within the competitive semiconductor manufacturing landscape.
This potential partnership marks a significant moment for Intel's renewed foundry ambitions. The company previously attempted to establish a foundry business over a decade ago without success, and winning over major players like Apple is crucial to overcoming past perceptions. Intel's current strategy emphasizes customer feedback, a key priority that appears to be resonating with Apple.
