Apple's budget product lines require older chipsets, which is ideal for Intel. The relationship between Apple and Intel goes back more than 40 years. It seemed to be over with the advent of Apple Silicon, but the political climate may have tipped the scales in Intel's favor.
See also: Apple is considering Intel and Samsung for chip production
The chip manufacturing deal between Intel and Apple has reportedly begun with a trial run of select older chipsets manufactured with Intel's new process, kicking off a testing roadmap that extends through 2029.
According to a report from supply chain analyst and leaker Ming-Chi Kuo, Intel has begun the testing process for manufacturing Apple chips using the 18A-P process. This appears to be the same process TSMC uses for Apple's current chipsets, such as the A18 Pro.
It will take some time for Intel to ramp up to full production. Kuo suggests that 2026 will be the trial ramp-up period with a target of 2027 for full production and shipping. However, Intel's production will only be at 50% to 60% in 2027. It will continue to ramp up until 2028, where it will reach peak production and slow production until 2029.
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This life cycle fits Apple's needs for its older processors. It will need chips like the A18 Pro for some time for budget iPhones and Macs. The chip seems likely for an upgraded Apple TV set-top box as well. Kuo says about 80% of the order is for iPhone chips.
Of course, all of this barely affects Apple's overall chip needs. TSMC is still expected to supply over 90% of Apple's processors, and that's not going to change anytime soon. There is some pressure to diversify away from TSMC, as 60% of its production takes place in Taiwan.
Apple is under additional political pressure from forces at home. The US expects Apple and other companies to bring more manufacturing and assembly back to the country. The deal with Intel may or may not satisfy the Trump administration.
For Apple, the choice is easy and clear. It wouldn't hurt to have a small percentage of older chips made by Intel in the US. The move is an obvious political victory that meets all the requirements at once. Intel is an American company supported by the Trump administration, and Apple places orders with it.
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Moves like these have kept Apple out of trouble with the controversial government so far. If it wants to continue business as usual, it will need to take similar actions on a regular basis.
