Apple to deliver Broadcom blow in chip push - Mobile World Live

Apple to deliver Broadcom blow in chip push

10 JAN 2023

Apple could drop a key Broadcom component in its push to develop and deploy in-house chips in iPhones in 2025, dealing a major set back to one of its biggest partners, Bloomberg reported.

The news outlet stated Apple is working on replacing Broadcom’s Wi-Fi and Bluetooth component, with the phase out expected by the end of 2024 or early 2025.

Bloomberg sources stated Apple had been working to replace the component for a number of years and it apparently developed its own follow-up version which combines the two functionalities along with other mobile capabilities.

For Broadcom, the loss of Apple as a big customer could have a major impact.

Apple’s business accounts for around 20 per cent of Broadcom’s revenue: asset management company AllianceBernstein told Reuters the move could hit the chip company’s revenue by up to $1.5 billion.

Broadcom CEO Hock Tan said in December 2022 it was aware Apple was reducing its dependence on the chipmaker.

Designing Broadcom out of its iPhones forms part of a wider push by Apple to reduce its reliance on external chipmakers.

It is well known the company is also working on an in-house 5G modem to use in its smartphones, which are currently supplied by Qualcomm.



Kavit Majithia

Kavit joined Mobile World Live in May 2015 as Content Editor. He started his journalism career at the Press Association before joining Euromoney’s graduate scheme in April 2010. Read More >>

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