Broadcom and Apple agreed to expand their chip supply partnership through 2031, with Broadcom developing and supplying a range of custom ASIC silicon products for use across multiple generations of Apple products, the company said Monday.
Terms of the deal were not disclosed
The companies had previously extended a multiyear, multibillion-dollar agreement in 2023, according to MarketWatch. Among the components Broadcom has long provided to Apple are custom radio frequency chips for cellular connectivity in iPhones, along with semiconductors handling Wi-Fi, Bluetooth, and other networking functions, according to Reuters. At approximately 20% of Broadcom’s total annual revenue, Apple ranks among the chipmaker’s biggest clients, according to Reuters.
Even as Apple has brought modem development in-house — its C1 chip debuted in the iPhone 16E — the company has not been able to move away from Broadcom for wireless and radio frequency components, according to Reuters. A full in-house takeover of cellular modem technology appears unlikely to arrive until at least 2031, the length of the new agreement implies, according to 9to5Mac. The partnership also extends to Apple’s AI infrastructure.