Overview

• Leaked code shared by Aaron Perris indicates the next Vision Pro will use an M5 chip without major design changes beyond a new comfort strap.
• The same disclosure assigns an A19 Pro to the upcoming iPad mini, an A17 Pro to a late-2025 Apple TV refresh, an A18 to a low-cost iPad and the S11 Watch chip to retain T8310 architecture.
• References in the code suggest Apple is developing its own modem and a new wireless chip for future Macs, though those details remain less corroborated.
• Analyst Ming-Chi Kuo reports that Apple will shift the iPhone 18’s A20 processor from InFO to WMCM packaging using MUF technology for on-die RAM integration on TSMC’s 2nm process as soon as the second half of 2026.
• Kuo also notes that Eternal Materials has secured a packaging materials contract for both next year’s A20 iPhones and high-end M5 MacBooks, underscoring Apple’s backend move to more efficient chip modules.