Well-known for highly reliable leak information related to Apple.TF InternationalMing-Chi Kuo, an analyst at , has released information that Apple plans to adopt its own Wi-Fi chip from the iPhone 17 series to be released in 2025.
The iPhone 17 might use Apple’s own Wi-Fi chips – The Verge
https://www.theverge.com/2024/10/31/24284959/iphone-17-wifi-bluetooth-chip-broadcom
According to Kuo, at the time of writing, Apple sells more than 300 million Wi-Fi and Bluetooth chips annually to semiconductor manufacturers.BroadcomIt seems that they are procuring it from. However, as Apple plans to reduce its dependence on Broadcom, new products scheduled for release in the second half of 2025 (including the iPhone 17 series) will rely on semiconductor contract manufacturing companies andTSMCManufactured with the latest N7 processWi-Fi 7Kuo predicts that they will move to in-house Wi-Fi chips that support . This will enhance cost savings and Apple ecosystem integration advantages.
Broadcom currently supplies over 300 million Wi-Fi+BT chips (hereafter referred to as Wi-Fi chips) per year to Apple. However, Apple will rapidly reduce its reliance on Broadcom. With new products in 2H25 (eg, iPhone 17), Apple plans to use its own Wi-Fi chips, which will be…
— Ming-Chi Kuo (@mingchikuo) October 31, 2024
Mr. Kuo speculates that “Apple plans to gradually introduce its own 5G chips and Wi-Fi chips into new products from the second half of 2025,” but these chips are from different TSMC companies. They are manufactured using different processes, and the production schedules seem to be different. Therefore, although the 4th generation iPhone SE will transition to Apple’s own 5G modem, it seems that the Wi-Fi chip will be equipped with one made by Broadcom.
Starting from 2H25, both Apple’s 5G and Wi-Fi chips will gradually be used in new products simultaneously. However, since these are two different chips (using different TSMC processes), the early switch-over timelines will differ due to separate production schedules. For example,…
— Ming-Chi Kuo (@mingchikuo) October 31, 2024
Apple acquired Intel’s smartphone modem chip business in 2019, and has continued to design modem chips in-house since then.
Apple announces acquisition of Intel’s smartphone modem chip business – GIGAZINE
Initially, it was thought that the iPhone 15 would be the first iPhone to be equipped with a proprietary modem, but in the end, the latest model at the time of article creation, the iPhone 16 series, does not have an Apple modem chip. Apple extended its 5G modem chip supply contract with Qualcomm until 2026 in September 2023 due to delays in the development of its own 5G modem chips.
Apple extends its contract with Qualcomm until 2026 due to delays in developing its own 5G modem chip, what is going on? -GIGAZINE
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