According to reports, Apple will initially replace the Broadcom Chip, but in the future, it may create a processor that also has cellular capabilities. According to a Bloomberg story, Apple is developing a new internal processor that would power the cellular, Wi-Fi, and Bluetooth features on its products. According to Bloomberg, the corporation is also working on a replacement for the Wi-Fi and Bluetooth Broadcom Chip, which it plans to start integrating into products in 2025.
Bloomberg also revealed some fresh details on Apple’s initiatives to create its cellular modems to compete with Qualcomm’s.
Broadcom Chip Will Be Replaced
Bloomberg claims that Apple will utilize its modems “by the end of 2024 or early 2025,” despite Qualcomm previously claiming that it expects to have the “vast bulk” of 5G modems for 2023 iPhones during its Q4 2022 earnings. According to reports, Apple would begin by implementing its bespoke modem in one product and switch everything over within three years.
In response to a request for comment, Qualcomm spokeswoman Clare Conley cited what the firm said on its Q4 earnings call: “For Apple product sales, 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 have been no changes to our planning hypothesis, and we are projecting that Apple product revenues would contribute very little in fiscal ’25.
When an iPhone could have a combination of cellular, Wi-Fi, and Bluetooth chip is unknown. We may still be waiting for a while for the in-house cellular modem on its own, so a combined component may be quite some time off.