Huan Qiu Wang Zi Xun·2025-12-01 06:36Core Insights - Apple has decided to adopt Intel's 18A (1.8nm) process technology for its next-generation low-end MacBook and other Mac devices, marking a strategic shift in its advanced manufacturing choices [1][2] - This decision indicates Apple's intention to avoid reliance on Samsung's foundry, which currently has 2nm production capabilities, due to concerns over supply chain security [2][3] Group 1 - Intel is expected to start delivering chips based on the 18A process to Apple by mid-2027, with these chips likely to be part of the M6 or M7 series [2][3] - The new chips will be used in future product lines including MacBook Air, iPad Air, and iPad Pro, contributing to Apple's localized supply chain strategy [2][3] Group 2 - Samsung's dual role as a competitor in key markets such as smartphones, tablets, laptops, smartwatches, and XR devices has led Apple to exercise caution in its supply chain decisions [3]