Ming-Chi Kuo tweeted that Apple has suspended the development of its own Wi-Fi chips.

(Schematic, Associated Press)


[Financial Channel/Comprehensive Report] Tianfeng International’s well-known analyst Ming-Chi Kuo recently broke the news on Twitter (Twitter) that Apple (Apple) has suspended the development of its own Wi-Fi chips, which means that Apple’s iPhone 15 will continue to use Wi-Fi chips in 2023. Broadcom chips.

Many investors worry that Apple's development of its own Wi-Fi chip will significantly affect Broadcom's Wi-Fi chip business.

Ming-Chi Kuo tweeted on the 27th of this month that according to his latest investigation, Apple has stopped developing its own Wi-Fi chips for some time.

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Ming-Chi Kuo said that Apple’s own Wi-Fi solution previously developed was a Wi-Fi single chip, not a Wi-Fi+BT integrated chip, but Apple’s main terminal products all use WiFi+BT integrated chips, which means that if Apple wants to It will face higher challenges if its own chip replaces Broadcom's WiFi+BT integrated chip.

Guo Mingchi also pointed out that the slowdown of processor upgrades is not conducive to the sales of terminal products (such as A16 and M2 series chips).

Therefore, in order to ensure that the world's most advanced 3nm process processor can be mass-produced smoothly in 2023-2025, and that the performance upgrade and power consumption improvement are significantly better than the previous generation chips, Apple has devoted most of its IC design resources to development and processing. device.

However, insufficient development resources have delayed the mass production of Apple's own 5G baseband chips, let alone Wi-Fi chips with lower strategic value.

In other words, Apple's own Wi-Fi chip development visibility is even lower than its own 5G baseband chip.

Ming-Chi Kuo predicts that Wi-Fi chips will usher in important Wi-Fi 6E/7 upgrades in the next 2-3 years, and it is more risky for Apple to actively adopt its own Wi-Fi chips when industry standards change significantly.

Based on the above, Ming-Chi Kuo believes that investors should not worry that Apple's own Wi-Fi chip will affect Broadcom's Wi-Fi chip business in the foreseeable future.

On the contrary, in the next few years, Apple and its competitors will successively adopt Wi-Fi 6E/7 chips with higher unit prices, and Broadcom is the leading beneficiary of the Wi-Fi specification upgrade trend.

Not only that, Broadcom is also the biggest winner of upgrading the iPhone 15 to Wi-Fi 6E.

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