Apple halts development of its own Wi-Fi chips ‘for a while’ – Ming-Chi Kuo

“Apple has halted developing its own Wi-Fi chips; Broadcom is the biggest winner of the iPhone 15’s upgrade to Wi-Fi 6E and the leading beneficiary of the Wi-Fi industry-standard upgrade to Wi-Fi 6E/7 with higher ASP,” TF International Securities analyst Ming-Chi Kuo writes on Twitter Thursday.

“Work on a combined WiFi + Bluetooth remains ongoing (different than WiFi-only chip work),” Bloomberg News’ Mark Gurman replied to Kuo on Twitter.
Ming-Chi Kuo via Medium:

Many investors are concerned that Apple’s work on developing its own Wi-Fi chip will negatively impact Broadcom’s Wi-Fi chip business. However, my latest semiconductor industry survey (foundry, equipment, and packaging and testing) indicates that Apple has halted the development of its own Wi-Fi chip for a while.
More specifically, Apple’s previous development for Wi-Fi solution was the Wi-Fi-only chip and not the Wi-Fi+Bluetooth combo chip. From a design standpoint, developing a Wi-Fi+Bluetooth combo chip is more challenging than just a Wi-Fi-only chip. Since most of Apple’s products use the combo chip, it would be even more challenging to replace Broadcom’s combo chips with its own if Apple decides to do so.
Apple has devoted most of its IC design resources to the development of processors. Insufficient development resources have delayed the mass production of Apple’s own 5G baseband chip, not to mention the Wi-Fi chip with lower strategic value. In other words, Apple’s own Wi-Fi chip development visibility is even lower than its own 5G baseband chip.

MacDailyNews Take: If accurate, good news for Broadcom.
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