In a significant shift in its production strategy, Apple is reportedly considering collaborating with Intel again for the manufacturing of the M series chips, specifically the M5, M6, and M7 models, for the year 2027. This potential partnership marks a return to the company that Apple left behind in 2020 when it adopted its Apple Silicon chip line, based on ARM architecture, and represents a more diversified approach to its supply chain.
Embracing Intel so Trump doesn’t get angry
According to analyst Ming-Chi Kuo, the inclusion of Intel as a second manufacturer would allow Apple to mitigate supply risks that had arisen from its almost total dependence on TSMC. This strategy could incorporate the production of lower-end chips, such as those used in MacBook Air and iPad Air, which represents a lower production cost and less complexity by delegating manufacturing to a partner like Intel. However, high-end chips will continue to be manufactured by TSMC, aligning with Apple’s advanced technological needs and critical timelines.
This movement is not just a corporate issue; it responds to external pressures, especially from the U.S. government, to increase domestic production. The possibility of manufacturing these chips in the United States aligns with policies aimed at strengthening the domestic supply and creating local jobs in the technology sector.
Despite these modifications in the production chain, end users would not notice significant differences. The chips would still be designed by Apple and would maintain the same architecture and performance as those manufactured by TSMC. Thus, Apple seems to be balancing its need for continuous innovation with a pragmatic approach that ensures stability in its supply chain and the production of its devices.
