Apple might tap Intel to make chips for the budget iPhones dropping in 2028, according to analysts at GF Securities who are building on recent claims from Ming-Chi Kuo. The company already grabbed evaluation samples of the 18A-P node and signed an NDA with Intel, with low-end M-series processors potentially shipping as early as next year. The new process supports Foveros Direct 3D stacking, which lines up with how Apple likes mixing different power setups across chiplets.
Analysts Jeff Pu and Evan Lee think the tech could end up powering non-Pro models in the iPhone 21 lineup after the anniversary iPhone 20 series lands. Intel hit around 60 to 65 percent yields on 18A back in November and is tracking toward 70 percent by year's end, but this is still just a prediction that needs more confirmation.
Analysts Jeff Pu and Evan Lee think the tech could end up powering non-Pro models in the iPhone 21 lineup after the anniversary iPhone 20 series lands. Intel hit around 60 to 65 percent yields on 18A back in November and is tracking toward 70 percent by year's end, but this is still just a prediction that needs more confirmation.
