Apple is continuing with its goal to bring its modems in-house, reportedly planning to replace both Broadcom and Qualcomm.
Apple has been working to end its dependence on Qualcomm and Broadcom, duplicating the success it’s had replacing Intel chips with its own custom silicon. The company was rumored to be planning on replacing Qualcomm and using its own baseband chip in the 2024 iPhone SE 4, but the latest report indicates Apple has scrapped the iPhone SE 4 altogether.
According to a new report by Bloomberg, via The Verge, Apple plans to begin using its own in-house chip to replace the Wi-Fi and Bluetooth chip it currently sources from Broadcom. The company still hopes to also replace Qualcomm’s modem with one of its own.
It seems Apple is shooting for 2025 as the year it replaces Broadcom, and Qualcomm told The Verge it expects to lose most of Apple’s business in 2025 as well.
“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.”