Apple presently collaborates solely with TSMC for the fabrication of its M-series processors, which drive various devices such as the iPhone, iPad, and Mac. Nevertheless, analyst Ming-Chi Kuo has suggested that this might soon change, with Intel likely being added as a new supplier.
### Intel Could Begin Manufacturing Apple’s M-Series Chips in 2027
According to Kuo, Apple is exploring the idea of diversifying its supply chain by incorporating Intel as a partner starting in 2027. This transition could represent a major shift in Apple’s chip production strategy, which has predominantly depended on TSMC.
Kuo’s analysis indicates that Intel is anticipated to start supplying Apple’s entry-level M processor by 2027. Apple has previously entered into a non-disclosure agreement (NDA) with Intel and has acquired the advanced-node 18AP process design kit (PDK). Significant simulation and research initiatives are reportedly proceeding as expected, with Apple awaiting Intel’s rollout of PDK 1.0/1.1, scheduled for the first quarter of 2026. The timeframe for Intel to commence shipping the low-end M processor, likely the M5, is estimated for the second or third quarter of 2027, depending on the development progress following the arrival of the new PDK.
Kuo clarifies that the “low-end M processor” refers to the standard M-class chip, without including the more advanced M5 Pro, M5 Max, or M5 Ultra variations. TSMC is projected to continue manufacturing these premium chips, in addition to the high-volume iPhone-class chips like the A19 and A19 Pro.
Kuo considers this prospective partnership with Intel advantageous for Apple for two main reasons:
1. **Support for ‘Made in USA’ Policy**: Collaborating with Intel could reflect Apple’s commitment to U.S. manufacturing efforts, especially given the policies of the Trump administration.
2. **Supply Chain Diversification**: While TSMC will remain an essential partner for advanced nodes, having Intel as a secondary source could improve Apple’s supply chain management and mitigate risks related to over-dependence on a single supplier.
The possibility of Apple working with Intel to produce M-series chips prompts inquiries about the future of Apple’s silicon strategy and its ramifications for the technology sector.
