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GF Securities: Intel will win a contract for Apple's non-Pro iPhones slated for 2028
Now, GF Securities is out with a dedicated note on this topic. After expressing their agreement with 郭明錤's recent claims, the analysts, Jeff Pu and Evan Lee, went a step further by suggesting that Apple might adopt Intel's 18A-P process for its non-Pro iPhones shipping in 2028.
Do note that this is still a prediction, and the analysts expect further visibility as December 2025 comes to a close. Elsewhere, the note informs that the yields on Intel's 18A process reached 60-65 percent in November, and remain on track to hit 70 percent by the end of 2025.
廣發證券 (GF Securities) 是一家中國大型綜合性券商…
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