Apple Diversifies Chip Orders for iOS Device and Apple Watch Amid Predictions of ARM Macs
KGI Securities analyst Ming-Chi Kuo, who has frequently offered accurate information on Apple's product plans based on supply chain information, has released a new report outlining his expectations for the company's chips over the next several years. Kuo highlights a diversified supplier lineup for Apple's A-series chips used in its iOS devices, with TSMC, Samsung, and GlobalFoundries all contributing to production.
Kuo sees the 2015 chip breakdown with the A9 chip destined for this year's iPhones being shared by Samsung and GlobalFoundries, while TSMC handles the A9X that would be used in iPad models. That split is projected to flip in 2016, with TSMC handling the A10 iPhone chips and Samsung being responsible for A10X iPad chips.

Perhaps most enticingly, Kuo projects that Apple could begin launching ARM-based Macs in the next year or two based on its custom chip designs.
Apple may launch Mac products that use own AP in next 1-2 years. This prediction is based on the assumption that Apple’s self-developed AP performs at a level between Intel’s Atom and Core i3 and is good enough for Mac. Using self- developed AP can help Apple better control the timing of Mac launches and Mac product features.
Use of A-series chips in Macs would certainly be limited to lower-end devices at first, but Apple's emphasis on controlling its supply chain and the improving performance of Apple's A-series ARM chips compared to low-end Intel chips could lead to a shift in the coming years.
Kuo also looks at the Apple Watch, where Samsung has been reported to be handling the primary portion of Apple's custom "S1" chip for the upcoming smartwatch. He believes, however, that TSMC will take over responsibility in 2016 for the S2 in the second-generation Apple Watch.
Kuo certainly does not have a perfect track record with his claims over the years, but he is reliable enough that his predictions are followed closely. Given muddled rumors of Apple's chip partnerships for future devices, it will be interesting to watch how these supplier deals play out over time.
Popular Stories
Apple today introduced the iPhone 16e, its newest entry-level smartphone. The device succeeds the third-generation iPhone SE, which has now been discontinued.
The iPhone 16e features a larger 6.1-inch OLED display, up from a 4.7-inch LCD on the iPhone SE. The display has a notch for Face ID, and this means that Apple no longer sells any iPhones with a Touch ID fingerprint button, marking the ...
Over the years, Apple has switched from an aluminum frame to a stainless steel frame to a titanium frame for its highest-end iPhones. And now, it has been rumored that Apple will go back to using aluminum for three out of four iPhone 17 models.
In an investor note with research firm GF Securities, obtained by MacRumors this week, Apple supply chain analyst Jeff Pu said the iPhone 17, iPhone...
Apple is set to "significantly change" the iPhone's design language later this year, according to a Weibo leaker.
In a new post, the user known "Digital Chat Station" said that the iPhone's design is "starting to change significantly" this year. The "iPhone 17 Air" reportedly features a "horizontal, bar-shaped" design on the rear, likely referring to an elongated camera bump. On the other...
In a social media post today, Apple CEO Tim Cook teased an upcoming "launch" of some kind scheduled for Wednesday, February 19.
"Get ready to meet the newest member of the family," he said, with an #AppleLaunch hashtag.
The post includes a short video with an animated Apple logo inside a circle.
Cook did not provide an exact time for the launch, or share any other specific details, so...
Wednesday February 19, 2025 11:38 am PST by
Juli CloverFollowing the launch of the iPhone 16e, Apple updated its iOS 18, iPadOS 18, and macOS Sequoia pages to give a narrower timeline on when the next updates are set to launch.
All three pages now state that new Apple Intelligence features and languages will launch in early April, an update from the more broader April timeframe that Apple provided before. The next major point updates will be iOS ...
Now that Apple has announced its new more affordable iPhone 16e, our thoughts turn to what else we are expecting from the company this spring.
There are three product categories that we are definitely expecting to get upgraded before spring has ended. Keep reading to learn what they are. If we're lucky, Apple might make a surprise announcement about a completely new product category.
M4...
The first iOS 18.4 beta for iPhones should be just around the corner, and the update is expected to include many new features and changes.
Bloomberg's Mark Gurman expects the iOS 18.4 beta to be released by next week.
Below, we outline what to expect from iOS 18.4 so far.
Apple Intelligence for Siri
Siri is expected to get several enhancements powered by Apple Intelligence on iOS...
Apple released the HomePod mini in November 2020, followed by the AirTag in May 2021, and both still remain first-generation products.
Fortunately, rumors suggest that both the HomePod mini and the AirTag will finally be updated at some point this year.
Below, we recap rumors about the HomePod mini 2 and AirTag 2.
HomePod mini 2
In January 2025, Bloomberg's Mark Gurman said Apple is ...