Apple may rely on Intel to manufacture some future baseline iPhone chips as both companies adjust to new market pressures.
GF Securities released a research note on December 5, 2025 that suggested Intel might become a fabrication partner for certain non-pro iPhone chips in 2028. Supply chain discussions pointed to Apple’s rising interest in diversifying its manufacturing base.
The report came from analyst Jeff Pu, who closely tracks Apple’s hardware pipeline. Pu said, in a report seen by MacRumors, that Intel’s future 14A process could be used to build Apple’s A22 chip. The A22 chip is expected to power models like the iPhone 20 and iPhone 20e.
Rumor Score: 🤔 Possible
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