Apple A21 SoC Could Shift From TSMC to Intel or Samsung

Apple is exploring a significant shift in its semiconductor manufacturing strategy for the upcoming A21 system-on-chip. Bloomberg reports that the company held exploratory talks with both Intel and Samsung regarding the production of its custom silicon. These discussions indicate that Apple is considering alternatives to its long-standing partner TSMC for future device processors.

The potential new manufacturing nodes offer specific performance and efficiency targets. Intel claims its 18A-P process node delivers nine percent more performance than the standard Intel 18A node. Alternatively, the 18A-P technology can maintain the same performance level while reducing power consumption by eighteen percent. Samsung is also mass-producing chips on its latest 2 nm SF2 node, which serves as another potential foundation for the A21 SoC.

Reports suggest that Intel could manufacture Apple M-series SoCs on the 18A-P node starting in 2027. This timeline aligns with the expected release of the 20th-anniversary iPhones, which may utilize the A21 SoC. Intel or Samsung might handle production for the standard iPhone models, while TSMC could continue manufacturing the A21 Pro variant for the Pro and Pro Max devices.

Mark Gurman notes that these talks are in the early stages and no deal is imminent. The final decision depends on whether Intel and Samsung can meet Apple's strict performance, efficiency, and cost requirements. Apple has not confirmed which foundry will ultimately produce the A21 chip, leaving the supply chain arrangement uncertain for now.