Mike Wuerthele
A stock analyst has put forth the rumor that the entire iPhone 16 lineup will have an A18-branded chip, but between his track record and Apple's recent patterns, it seems unlikely at this point.
In a note to investors, Analyst Jeff Pu is claiming that the entire iPhone 16 lineup will get a processor branded with A18. He's since clarified that, saying that the will be the A18 in the lower-end iPhone 16 and iPhone 16 Plus, with a Pro version in the iPhone 16 Pro and iPhone 16 Pro Max.
Adding more color, in an email to our friends over at MacRumors, he says that all of the A18 processor line will be produced with TSMC's second-generation 3nm chip manufacturing process called "N3E," vice "N3B" which is what was used for the A17 Pro processor.
We don't think that's likely for two main reasons.
Apple has set the stage for two iPhone model-years
We don't think it's a coincidence that for two years, Apple has put its most modern iPhone processor in the Pro models, and the previous year's in the non-Pro form factor. It's a differentiator between the lines beyond the camera.
TSMC shipping N3E-based chips does not mean that it is lighting its N3B lines on fire. The company still produces 28nm chips for consumer goods and the automotive industry, and all the processes in between it and 3nm.
There's no reason to believe that this will stop. Other leakers with a more reliable record have yet to chime in on this, and Pu isn't what you'd call a "first-tier leaker."
Pu's track record doesn't help
Pu's record as it pertains to Apple's future plans is not good. Most recently, he predicted that the iPhone 15 Pro Max would have a higher price, which did not materialize. He also said that the iPhone 15 Pro Max wouldn't ship until October, which was also false.
This was stacked on top of rumors in May, which predicted iPhone 15 Pro production delays because of the 48 megapixel camera expected in the device. And a bit before that, he predicted "AirPods Lite" after other analysts with similar track records said the same — and there is no sign of that either.
On top of that, his other predictions about Apple products are either obvious or reported elsewhere first. To date, nothing he's said seems to be related to any information he's gleaning independently from Apple's supply chain.
If this report was from Mark Gurman, or Ming-Chi Kuo, we'd give it a "possible" rating. Since it's from Pu, there's more than enough to be incredibly skeptical about it at this time.
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14 Comments
This absolutely makes sense. Seems like it's been moving this directions for a while.
The new A series in the Pro and Previous A series in the "Regular" has been a stop-gap to a Pro model and regular model of Apple Silicon.
They first did separation with the extra GPU core on the 13 Pro.
Then the put that with the extra GPU in the 14, giving it sill an improved chip, and the new A16 in the 14 Pro.
But now that A17 introduced "Pro", it makes sense to have an A18 and A18 Pro.
This evolution has already been underway.
It could be a fairly simple marketing change, A17 Pro gets a rebrand to A18 not-Pro (with USB speeds and a GPU cut most likely), A18 Pro continues to be the new architecture
Actually it does make sense. Apple will not want to produce the A17 longer than it needs to. The N3B process took some shortcuts and was just a way to start making chips for Apple before they were actually ready for the N3 process node. Next year they will certainly want to see all chips built on the N3E process which is much less expensive.
That probably means an A18 and a A18 Pro. The A18 Pro may have more GPU cores enabled. Apple is setting the stage for this next year by calling this years processor the A17 Pro despite no "plain" A17. If Apple does use the A17 naming for the lower-end iPhone next year it will certainly be an A17 redone for the N3E process. I would not be surprised if we see Apple really go overboard on the A18 GPU to continue with the gaming focus (going head-to-head with the Switch 2 next year) and start working toward a lower cost Vision headset. I think Apple is just getting started with prioritizing AAA class gaming that could take on consoles now that most of the pieces are in place: DirectX compatibility, mesh shaders / next gen shading pipeline, raytracing, upscaling, Game Porting Toolkit, etc. It feels like Apple might want to really hit their stride in AAA gaming 1-2 years from now.
Agree that it is BS. I could do better. For example, A18 will probably be on N3P, not N3E. You heard it here first, folks! Send me your money!
He might be right about there being both A18 Bionic (neural engine) and A18 Pro (hardware ray tracing), I guess, maybe.