Asia Tech Wire (Nov 1) -- Apple will quickly reduce its reliance on Broadcom amid shift to in-house Wi-Fi chips, according to Ming-Chi Kuo, an analyst at TF International Securities.
Kuo said on social media platform X on Thursday that Broadcom currently supplies more than 300 million Wi-Fi+BT chips to Apple annually, "however, Apple will rapidly reduce its reliance on Broadcom."
According to Kuo, Apple plans to use its own Wi-Fi chips in new products in the second half of 2025 (e.g., the iPhone 17), which Apple will manufacture using TSMC's N7 process and support the latest Wi-Fi 7 specification.
He believes Apple expects to move to in-house Wi-Fi chips for almost all of its products in about three years.