Supply chain analyst Jeff Pu revealed,All four models of the iPhone 17 series will be equipped with Apple’s self-developed Wi-Fi7 chip for the first time.JeffPu said,Apple’s Wi-Fi 7 chip design has been finalized as early as the first half of 2024, he expects this chip to be applied to iPhone 17, iPhone 17 Air, iPhone 17 Pro and iPhone 17 Pro Max for the first time later this year.
Well-known analyst Ming-Chi Kuo has previously mentioned that Apple plans to use self-developed Wi-Fi chips in this year’s iPhone 17 series to replace supplier Broadcom.
Public reports show that Apple prefers to use self-developed chips to reduce external procurement costs. Historically, Apple’s self-developed chips are not uncommon. The A series for mobile phone computing and the M series for computer product computing have been iterated for many years. In terms of auxiliary capabilities, the main wireless connections include the W and H series, the S series for wearable products, and VisionPro’s spatial computing chip R1.
Apple chooses to develop its own research, which is undoubtedly bad news for Broadcom.Apple contributes approximately 20% of Broadcom's operating income in fiscal 2022 and 2023, with the arrival of self-developed chips, Broadcom’s revenue will be affected.