Core Viewpoint - Recent rumors suggest that Intel may supply chips for Apple's M series and non-Pro iPhone models, but industry insiders largely dismiss the likelihood of this happening due to technical concerns [2][3]. Group 1: Intel's Potential Role with Apple - Reports from GF Securities and DigiTimes indicate that Apple is evaluating Intel's 18A-P process for its entry-level M series chips expected to ship in 2027 and non-Pro iPhone chips in 2028 [2]. - Apple has signed a confidentiality agreement with Intel and received samples of the 18A-P process design kit (PDK) for evaluation [2]. - There are indications that Apple's custom ASIC, in collaboration with Broadcom, will utilize Intel's EMIB packaging technology in 2028 [2]. Group 2: Technical Concerns Regarding Intel's Manufacturing - Some industry experts express skepticism about Intel's ability to manufacture iPhone chips, citing the company's decision to fully adopt backside power delivery (BSPD) technology in its 18A and 14A nodes, unlike TSMC, which offers both BSPD and non-BSPD options [3][4]. - While BSPD can enhance performance by reducing voltage drop and allowing higher frequencies, its benefits for mobile chips are limited and may lead to significant thermal issues [5]. - The need for additional cooling solutions due to self-heating effects raises doubts about Intel's capability to produce stable iPhone chips in the near term, although M series processors might still be a possibility [5].