Apple might be moving away from Broadcom.
. The company is also developing its own chip that would replace the Wi-Fi and Bluetooth chip it currently uses from Broadcom,also shared some new information about Apple’s efforts to develop its own cellular modems to replace Qualcomm’s. While Qualcomm recently said during its Q4 2022 earnings that it expects to have thesays Apple will use its own modems “by the end of 2024 or early 2025.
When reached for comment, Qualcomm spokesperson Clare Conley pointed to what the company said during its Q4 earnings call: “For Apple product revenue, we now expect to have the vast majority of share of 5G modems for the 2023 iPhone launch, up from our previous 20% assumption. Beyond this, there are no changes to our planning assumption, and we are assuming minimal contribution from Apple product revenues in fiscal ‘25.
Should Apple bring these rumored chips to production, they would mark yet more additions to the company’s growing number of custom chips, which already includes things like its A-series system-on-a-chip lineup. However, the cellular modem has seemingly proven tricky to develop. The company acquired “the majority” of Intel’s smartphone modem business
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