知情人士说，苹果公司的目标是开发一种与其他组件紧密集成且更加节能的端到端无线方案。由于相关计划尚未宣布，知情人士要求匿名。苹果和博通的代表都不予置评。Apple's ambition to use self-developed components in its devices will include a shift to using its own developed Bluetooth and Wi-Fi Connection Chips starting next year, replacing some of the parts currently supplied by Broadcom.
Insiders reveal that the chip, codenamed Proxima, has been in development for several years, with plans to start the first production in 2025. Like Apple's other self-developed chips, Proxima will be produced by partner Taiwan Semiconductor.
This plan is independent of Apple's highly anticipated plan to replace Qualcomm's wireless modem, but the two parts will ultimately work together.
According to insiders, Apple's goal is to develop an end-to-end wireless solution that is tightly integrated with other components and more energy-efficient. Since the related plans have not been announced, the insiders requested anonymity. Representatives from Apple and Broadcom declined to comment.
After the report was released, Broadcom's stock price fell by 3.9% to $175.99. As of 1:23 PM New York time, Apple's stock price rose by less than 1% to $248.53.
Apple is one of Broadcom's largest customers, accounting for about 20% of its revenue. Broadcom is scheduled to announce its latest quarterly results after the market closes on Thursday.