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06 December 2012

RBC: Intel in talks with Apple to build iPhone processors

Intel's proposal: We build ARM chips for iPhone if Apple switches to Intel chips for iPad

Hot on the heels of his colleague Amit Daryanani's speculation about where Apple might go to supplement -- or entirely replace -- Samsung as the sole supplier of processors for Apple's mobile devices, RBC Capital's Doug Freedman reports Friday that Cupertino is already in talks with one of top contenders: Intel.

Acknowledging that there's been speculation about this in the past, Freedman moves the ball forward by spelling out the terms of a possible deal:

  • Intel  would agree to use Apple's preferred architecture for the iPhone -- the one from Intel's British rival, ARM Holding.
  • In return, Apple would agree to switch to Intel's x86 architecture for the iPad.

According to Freedman, Apple's demand for 12-inch system-on-a-chip wafers in 2013 could approach 415,000 -- outstripping Samsung's ability to supply.


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