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Ming-Chi Kuo Predicts Intel to Manufacture Apple M-Chips in 2027

·420 words·2 mins
Apple Intel Semiconductor Foundry
Table of Contents

🔍 Overview
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Analysis suggests that the early performance of Intel Foundry’s 18A-P process has exceeded expectations and may first attract orders from Apple. Renowned analyst Ming-Chi Kuo predicts that Apple is actively evaluating the use of 18A-P for future entry-level M-series processors in low-end MacBooks and iPads.

If the current progress continues, Apple may become an important external customer for this node, strengthening its U.S.-based manufacturing strategy.

Apple is evaluating use of 18A-P


🏗️ Intel’s 18A-P Progress and Apple’s PDK Validation
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Intel has continued advancing its 18A-related technologies and has been showcasing the new process to potential customers.

Key known details include:

  • Multiple companies are in the early PDK validation phase for 18A.
  • Apple is one of the most closely watched participants.
  • Apple signed an NDA and received PDK 0.9.1GA for 18A-P.
  • Apple has completed:
    • Simulation runs
    • PPA (Power, Performance, Area) analysis
  • Apple expects PDK 1.0 and 1.1 in Q1 2026, which will allow full pre-mass-production development.

📅 Timeline: Potential M-Series Chip Production
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Based on Apple’s internal planning:

  • Earliest Intel shipment of entry-level M-series chips:
    Q2–Q3 2027
  • Mass production depends on:
    • PDK validation results
    • Stability of Intel’s 18A-P during mid-/late-stage ramp

Kuo estimates Apple’s 2027 demand for entry-level M chips at 15–20 million units, enough to support high-volume manufacturing for Intel Foundry.


🧩 What Makes 18A-P Special?
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18A-P is a derivative of Intel’s 18A node, first announced at Direct Connect 2025.

Notable features:

🧱 Foveros Direct (3D Hybrid Bonding)
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  • Enables multi-chip stacking through sub-5 μm metal bonding
  • Supports high-bandwidth die-to-die connections
  • Ideal for heterogeneous SoC architectures

⚡ Power & Voltage Optimization
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  • Improved threshold voltage tuning
  • Enhanced balance between performance and energy efficiency
  • Well aligned with Apple’s design philosophy for low-power, high-performance chips

🌐 Supply Chain Implications
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While Apple will continue relying heavily on TSMC, partnering with Intel for high-end production supports:

  • Supply chain diversification
  • U.S. manufacturing localization goals
  • Strategic risk reduction

Intel’s internal data indicates that 18A and 18A-P yield rates are steadily improving, suggesting readiness for large-scale production.


Apple is evaluating use of 18A-P

🧠 Industry Impact & Outlook
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18A-P’s power efficiency and advanced packaging make it attractive for fabless companies pursuing complex SoCs. If Apple adopts the node:

  • It could significantly accelerate industry acceptance
  • It would provide Intel Foundry with a major credibility boost
  • It could reshape competitive dynamics in leading-edge manufacturing

For now, analysts are watching:

  • Upcoming PDK 1.0/1.1 verification
  • Process stability
  • Intel’s ability to scale 18A-P for mass production

Whether 18A-P becomes a turning point for Intel Foundry depends on the maturity of the node and Apple’s eventual production decisions.

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