Apple Silicon production testing begins at Intel with 2027 mass shipment target
AI-summarised brief · reviewed before publication
Intel has begun testing Apple's chips on its 18A-P process, with a target of mass shipment in 2027. The testing roadmap extends into 2029, with Intel's output expected to reach 50-60% in 2027 and peak production in 2028. The partnership between Apple and Intel, which dates back 40 years, was revived due to the current political climate. Approximately 80% of the order is for iPhone chips, while TSMC remains the leading chipset supplier, expected to provide over 90% of Apple's processors. The deal allows Apple to diversify its chip production and satisfy US political pressure to bring manufacturing back to the country, with the testing ramp expected to start in 2026.
💡 Why It Matters
- · By partnering with Intel, Apple can mitigate geopolitical risks associated with TSMC's heavy reliance on Taiwan-based production.
- · This move also helps Apple appease the US administration's demands for increased domestic manufacturing.