Apple and Broadcom Extend Chip Supply Deal to 2031

[MacRumors]

Broadcom has agreed to extend its chip partnership with Apple through 2031, expanding a deal that covers the development and supply of a wide range of custom chips, Reuters reports.

Today's extension builds on an existing supply relationship between the two companies, which have worked together for years. Apple is one of Broadcom's largest customers, believed to account for about 20% of its annual revenue.

Apple has been steadily bringing chip design in-house, such as with its own C1 and C1X cellular modems, but many of Broadcom's wireless connectivity and radio frequency components remain in use. Broadcom's chips cover custom radio frequency components, Wi-Fi and Bluetooth connectivity, and other networking semiconductors found throughout Apple's lineup.

Apple and Broadcom signed a multibillion-dollar agreement in 2023 covering 5G radio frequency components manufactured in the United States. Broadcom shares rose nearly 4% in premarket trading today on the news.

Article Link: Apple and Broadcom Extend Chip Supply Deal to 2031

 

[DBZmusicboy01]

Wow
I guess Can C2 has been extremely underwhelming for Apple’s standards.

 

[Stratus Fear]

Wow
I guess Can C2 has been extremely underwhelming for Apple’s standards.

This is about Broadcom, not Qualcomm, so it's more that Apple has not redesigned some of the chips external to the modem that are still necessary for cellular connectivity. Broadcom's most notable inclusions in Apple products are Bluetooth and Wi-Fi, in any case.

 

[mavere]

Are these articles on autopilot from some AI agent? Broadcom deal has implications for the N1+ wifi/bt chip line, not the C1+ cellular modem line.

I get the need for the "top 5 things you missed" type articles for page views, but these new information articles should feel like they come from a source of knowledge and experience, not like your 6 year old nephew telling you about what he learned in 1st grade today.

 

[ksec]

>Broadcom's chips cover custom radio frequency components, Wi-Fi and Bluetooth connectivity, and other networking semiconductors found throughout Apple's lineup.

Either N1 is a custom Broadcom design or the above sentence is wrong.

 

[ghostface147]

Wow
I guess Can C2 has been extremely underwhelming for Apple’s standards.

Someone tell him.

 

[svish]

Good to know about this. Hopefully this doesn't delay a cellular MacBook.

 

[bodonnell202]

So looks like there won't be a wider rollout of the N1 chip?

 

[bluecoast]

I wonder if this will cover just the USA, as the frequencies used are different to much of the rest of the world, I think?

The USA uses something called mmWave right?

(Hello from the UK).

 

[platinumaqua]

Apple's been single sourcing Wi-Fi and Bluetooth radios from Broadcom since 2008 or so.