Apple Takes Aim At Broadcom, But It’s No Factor


  • Another report of Apple taking complicated wireless components in-house has surfaced, with Broadcom as the target.
  • Apple has experience with its own silicon – its CPU endeavor – but as I analyzed in my Qualcomm article, wireless is another beast entirely.
  • Even if Apple can replicate and produce Broadcom’s WiFi/Bluetooth component by 2025, Broadcom still will retain 12%-15% of its Apple revenue from its current 20%.
  • The more likely scenario is the report is for leverage for a supply agreement between Apple and Broadcom set to expire in mid-2023.

Flat Lay of different apple products on a grey background.

Shahid Jamil

The other week, a report from Bloomberg said Apple (NASDAQ:AAPL) is looking to replace some or all of Broadcom’s (NASDAQ:AVGO) WiFi/Bluetooth RF chips by 2025. If this modus operandi sounds familiar, it’s because it is. I’ve

Disclosure: I/we have a beneficial long position in the shares of AVGO, INTC, QCOM, TSM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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