Apple Plans to Drop Key Broadcom Chip to Use In-House Design

227
13
Favorite

Apple Plans to Drop Key Broadcom Chip to Use In-House Design

Bloomberg2023-01-10

Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

227

Report

Comment（13）

Bi Han
·2023-01-10
Not surprised at all
Reply
2
Report
MN27
·2023-01-10
It just come early
Reply
1
Report
nctony
·2023-01-10
It just come early[Miser]
Reply
1
Report
Vincentan59
·2023-01-10
🥸🥸😎🤓
Reply
1
Report
sunshine138
·2023-01-10
Ok
Reply
1
Report
Abundance Thankful
·2023-01-10
[What]
Reply
1
Report
TaiWoeiHaur
·2023-01-10
Good morning
Reply
3
Report
DricNJicken
·2023-01-10
Ok
Reply
2
Report
UTOtrader
·2023-01-10
T
Reply
3
Report
Fold Replies
- DricNJicken:
  ok
  2023-01-10
  Reply
  Report
Papa Bear
·2023-01-10
Ok
Reply
2
Report
hphoa
·2023-01-10
Hao de
Reply
1
Report
YJ Lee
·2023-01-10
Ok
Reply
2
Report
CTSM
·2023-01-10
Thanks for the read
Reply
Like
Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2302543083?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2023-01-10 06:36","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2302543083","market":"us","top_or_hot":-1,"title":"Apple Plans to Drop Key Broadcom Chip to Use In-House Design","media":"Bloomberg","content":"<div>\n<p>Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Plans to Drop Key Broadcom Chip to Use In-House Design</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Plans to Drop Key Broadcom Chip to Use In-House Design\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 06:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE0004445015.USD","symbol_name":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","start_time":0,"source_url":"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia","article_id":"2302543083","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2302543083","pubTimestamp":1673303817,"columns":[],"sourceInfo":{"source_id":"lsy1584095487587","name":"Bloomberg"},"weMediaInfo":null,"summary":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would rep","collect":0,"end_time":0,"defaultTopTitle":"bloomberg.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","AAPL":"苹果","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4573":"虚拟现实","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4561":"索罗斯持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4512":"苹果概念","QCOM":"高通","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","AVGO":"博通","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4532":"文艺复兴科技持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4550":"红杉资本持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4553":"喜马拉雅资本持仓","LU0238689110.USD":"贝莱德环球动力股票基金","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4571":"数字音乐概念","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4585":"ETF&股票定投概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4576":"AR","BK4534":"瑞士信贷持仓","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4501":"段永平概念","BK4579":"人工智能","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC"},"translate_title":"苹果计划放弃关键的博通芯片，使用内部设计","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1,"QCOM":0.9,"AVGO":0.6},"content_text":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.A Qualcomm modem chip. Photographer: Brent Lewin/BloombergShares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9953468486,"gmtCreate":1673310718945,"gmtModify":1676538815711,"author":{"id":"3570004939267641","authorId":"3570004939267641","name":"Bi Han","avatar":"https://static.itradeup.com/news/6765c2bb071c1df5b7fd4e34c533c22e","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":9,"crmLevelSwitch":1,"idStr":"3570004939267641","authorIdStr":"3570004939267641"},"htmlText":"Not surprised at all","listText":"Not surprised at all","text":"Not surprised at all","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953468486","repostId":2302543083,"repostType":4,"repost":{"id":"2302543083","kind":"highlight","pubTimestamp":1673303817,"share":"https://ttm.financial/m/news/2302543083?lang=&edition=fundamental","pubTime":"2023-01-10 06:36","market":"us","language":"en","title":"Apple Plans to Drop Key Broadcom Chip to Use In-House Design","url":"https://stock-news.laohu8.com/highlight/detail?id=2302543083","media":"Bloomberg","summary":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would rep","content":"<html><head></head><body><ul><li>Company also is swapping out Qualcomm for homegrown modem</li><li>Combined Wi-Fi and Bluetooth chip would replace Broadcom part</li></ul><p>Apple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.</p><p>As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.</p><p>Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbba49d32c5d51d09c01f1d211017f6c\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>A Qualcomm modem chip. Photographer: Brent Lewin/Bloomberg</span></p><p>Shares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.</p><p>The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.</p><p>The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.</p><p>Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.</p><p>A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.</p><p>Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.</p><p>During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.</p><p>“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”</p><p>With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.</p><p>But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.</p><p>A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.</p><p>The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.</p><p><img src=\"https://static.tigerbbs.com/cee1bf5d3766452ce150f82a9845a3b4\" tg-width=\"864\" tg-height=\"545\" width=\"100%\" height=\"auto\"/></p><p>Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.</p><p>The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.</p><p>Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.</p><p>Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.</p><p>In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Plans to Drop Key Broadcom Chip to Use In-House Design</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Plans to Drop Key Broadcom Chip to Use In-House Design\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 06:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4550":"红杉资本持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4573":"虚拟现实","BK4561":"索罗斯持仓","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4512":"苹果概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","QCOM":"高通","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","AAPL":"苹果","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4571":"数字音乐概念","BK4553":"喜马拉雅资本持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","AVGO":"博通","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4576":"AR","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4501":"段永平概念"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302543083","content_text":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.A Qualcomm modem chip. Photographer: Brent Lewin/BloombergShares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9953469309,"gmtCreate":1673310228501,"gmtModify":1676538815609,"author":{"id":"3585973860502184","authorId":"3585973860502184","name":"MN27","avatar":"https://static.tigerbbs.com/0a11b544b50a084b6af0533c0b412c51","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3585973860502184","authorIdStr":"3585973860502184"},"htmlText":"It just come early&nbsp;","listText":"It just come early&nbsp;","text":"It just come early","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953469309","repostId":2302543083,"repostType":4,"repost":{"id":"2302543083","kind":"highlight","pubTimestamp":1673303817,"share":"https://ttm.financial/m/news/2302543083?lang=&edition=fundamental","pubTime":"2023-01-10 06:36","market":"us","language":"en","title":"Apple Plans to Drop Key Broadcom Chip to Use In-House Design","url":"https://stock-news.laohu8.com/highlight/detail?id=2302543083","media":"Bloomberg","summary":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would rep","content":"<html><head></head><body><ul><li>Company also is swapping out Qualcomm for homegrown modem</li><li>Combined Wi-Fi and Bluetooth chip would replace Broadcom part</li></ul><p>Apple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.</p><p>As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.</p><p>Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbba49d32c5d51d09c01f1d211017f6c\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>A Qualcomm modem chip. Photographer: Brent Lewin/Bloomberg</span></p><p>Shares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.</p><p>The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.</p><p>The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.</p><p>Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.</p><p>A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.</p><p>Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.</p><p>During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.</p><p>“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”</p><p>With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.</p><p>But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.</p><p>A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.</p><p>The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.</p><p><img src=\"https://static.tigerbbs.com/cee1bf5d3766452ce150f82a9845a3b4\" tg-width=\"864\" tg-height=\"545\" width=\"100%\" height=\"auto\"/></p><p>Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.</p><p>The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.</p><p>Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.</p><p>Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.</p><p>In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Plans to Drop Key Broadcom Chip to Use In-House Design</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Plans to Drop Key Broadcom Chip to Use In-House Design\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 06:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4550":"红杉资本持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4573":"虚拟现实","BK4561":"索罗斯持仓","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4512":"苹果概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","QCOM":"高通","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","AAPL":"苹果","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4571":"数字音乐概念","BK4553":"喜马拉雅资本持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","AVGO":"博通","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4576":"AR","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4501":"段永平概念"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302543083","content_text":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.A Qualcomm modem chip. Photographer: Brent Lewin/BloombergShares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9953482126,"gmtCreate":1673309701765,"gmtModify":1676538815459,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"htmlText":"It just come early[Miser]&nbsp;","listText":"It just come early[Miser]&nbsp;","text":"It just come early[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953482126","repostId":2302543083,"repostType":2,"repost":{"id":"2302543083","kind":"highlight","pubTimestamp":1673303817,"share":"https://ttm.financial/m/news/2302543083?lang=&edition=fundamental","pubTime":"2023-01-10 06:36","market":"us","language":"en","title":"Apple Plans to Drop Key Broadcom Chip to Use In-House Design","url":"https://stock-news.laohu8.com/highlight/detail?id=2302543083","media":"Bloomberg","summary":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would rep","content":"<html><head></head><body><ul><li>Company also is swapping out Qualcomm for homegrown modem</li><li>Combined Wi-Fi and Bluetooth chip would replace Broadcom part</li></ul><p>Apple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.</p><p>As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.</p><p>Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbba49d32c5d51d09c01f1d211017f6c\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>A Qualcomm modem chip. Photographer: Brent Lewin/Bloomberg</span></p><p>Shares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.</p><p>The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.</p><p>The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.</p><p>Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.</p><p>A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.</p><p>Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.</p><p>During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.</p><p>“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”</p><p>With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.</p><p>But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.</p><p>A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.</p><p>The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.</p><p><img src=\"https://static.tigerbbs.com/cee1bf5d3766452ce150f82a9845a3b4\" tg-width=\"864\" tg-height=\"545\" width=\"100%\" height=\"auto\"/></p><p>Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.</p><p>The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.</p><p>Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.</p><p>Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.</p><p>In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Plans to Drop Key Broadcom Chip to Use In-House Design</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Plans to Drop Key Broadcom Chip to Use In-House Design\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 06:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4550":"红杉资本持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4573":"虚拟现实","BK4561":"索罗斯持仓","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4512":"苹果概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","QCOM":"高通","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","AAPL":"苹果","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4571":"数字音乐概念","BK4553":"喜马拉雅资本持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","AVGO":"博通","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4576":"AR","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4501":"段永平概念"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302543083","content_text":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.A Qualcomm modem chip. Photographer: Brent Lewin/BloombergShares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9953414334,"gmtCreate":1673308761528,"gmtModify":1676538815027,"author":{"id":"4098866635611070","authorId":"4098866635611070","name":"Vincentan59","avatar":"https://community-static.tradeup.com/news/a5c91735e742c607283b7643b505c8e4","vip":1,"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":2,"crmLevelSwitch":1,"idStr":"4098866635611070","authorIdStr":"4098866635611070"},"htmlText":"🥸🥸😎🤓","listText":"🥸🥸😎🤓","text":"🥸🥸😎🤓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953414334","repostId":2302543083,"repostType":4,"repost":{"id":"2302543083","kind":"highlight","pubTimestamp":1673303817,"share":"https://ttm.financial/m/news/2302543083?lang=&edition=fundamental","pubTime":"2023-01-10 06:36","market":"us","language":"en","title":"Apple Plans to Drop Key Broadcom Chip to Use In-House Design","url":"https://stock-news.laohu8.com/highlight/detail?id=2302543083","media":"Bloomberg","summary":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would rep","content":"<html><head></head><body><ul><li>Company also is swapping out Qualcomm for homegrown modem</li><li>Combined Wi-Fi and Bluetooth chip would replace Broadcom part</li></ul><p>Apple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.</p><p>As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.</p><p>Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbba49d32c5d51d09c01f1d211017f6c\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>A Qualcomm modem chip. Photographer: Brent Lewin/Bloomberg</span></p><p>Shares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.</p><p>The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.</p><p>The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.</p><p>Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.</p><p>A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.</p><p>Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.</p><p>During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.</p><p>“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”</p><p>With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.</p><p>But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.</p><p>A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.</p><p>The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.</p><p><img src=\"https://static.tigerbbs.com/cee1bf5d3766452ce150f82a9845a3b4\" tg-width=\"864\" tg-height=\"545\" width=\"100%\" height=\"auto\"/></p><p>Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.</p><p>The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.</p><p>Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.</p><p>Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.</p><p>In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Plans to Drop Key Broadcom Chip to Use In-House Design</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Plans to Drop Key Broadcom Chip to Use In-House Design\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 06:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4550":"红杉资本持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4573":"虚拟现实","BK4561":"索罗斯持仓","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4512":"苹果概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","QCOM":"高通","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","AAPL":"苹果","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4571":"数字音乐概念","BK4553":"喜马拉雅资本持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","AVGO":"博通","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4576":"AR","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4501":"段永平概念"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302543083","content_text":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.A Qualcomm modem chip. Photographer: Brent Lewin/BloombergShares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9953418942,"gmtCreate":1673308217186,"gmtModify":1676538814910,"author":{"id":"3586655655659820","authorId":"3586655655659820","name":"sunshine138","avatar":"https://static.tigerbbs.com/23149c63a63bfeec1572cc27e1322750","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3586655655659820","authorIdStr":"3586655655659820"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953418942","repostId":2302543083,"repostType":4,"repost":{"id":"2302543083","kind":"highlight","pubTimestamp":1673303817,"share":"https://ttm.financial/m/news/2302543083?lang=&edition=fundamental","pubTime":"2023-01-10 06:36","market":"us","language":"en","title":"Apple Plans to Drop Key Broadcom Chip to Use In-House Design","url":"https://stock-news.laohu8.com/highlight/detail?id=2302543083","media":"Bloomberg","summary":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would rep","content":"<html><head></head><body><ul><li>Company also is swapping out Qualcomm for homegrown modem</li><li>Combined Wi-Fi and Bluetooth chip would replace Broadcom part</li></ul><p>Apple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.</p><p>As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.</p><p>Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbba49d32c5d51d09c01f1d211017f6c\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>A Qualcomm modem chip. Photographer: Brent Lewin/Bloomberg</span></p><p>Shares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.</p><p>The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.</p><p>The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.</p><p>Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.</p><p>A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.</p><p>Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.</p><p>During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.</p><p>“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”</p><p>With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.</p><p>But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.</p><p>A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.</p><p>The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.</p><p><img src=\"https://static.tigerbbs.com/cee1bf5d3766452ce150f82a9845a3b4\" tg-width=\"864\" tg-height=\"545\" width=\"100%\" height=\"auto\"/></p><p>Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.</p><p>The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.</p><p>Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.</p><p>Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.</p><p>In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Plans to Drop Key Broadcom Chip to Use In-House Design</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Plans to Drop Key Broadcom Chip to Use In-House Design\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 06:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4550":"红杉资本持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4573":"虚拟现实","BK4561":"索罗斯持仓","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4512":"苹果概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","QCOM":"高通","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","AAPL":"苹果","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4571":"数字音乐概念","BK4553":"喜马拉雅资本持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","AVGO":"博通","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4576":"AR","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4501":"段永平概念"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302543083","content_text":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.A Qualcomm modem chip. Photographer: Brent Lewin/BloombergShares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9953436745,"gmtCreate":1673307198188,"gmtModify":1676538814687,"author":{"id":"3572176137415007","authorId":"3572176137415007","name":"Abundance Thankful","avatar":"https://community-static.tradeup.com/news/3596d672dc89783cd009721d4bab5ddb","vip":1,"crmLevel":4,"crmLevelSwitch":1,"idStr":"3572176137415007","authorIdStr":"3572176137415007"},"htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953436745","repostId":2302543083,"repostType":4,"repost":{"id":"2302543083","kind":"highlight","pubTimestamp":1673303817,"share":"https://ttm.financial/m/news/2302543083?lang=&edition=fundamental","pubTime":"2023-01-10 06:36","market":"us","language":"en","title":"Apple Plans to Drop Key Broadcom Chip to Use In-House Design","url":"https://stock-news.laohu8.com/highlight/detail?id=2302543083","media":"Bloomberg","summary":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would rep","content":"<html><head></head><body><ul><li>Company also is swapping out Qualcomm for homegrown modem</li><li>Combined Wi-Fi and Bluetooth chip would replace Broadcom part</li></ul><p>Apple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.</p><p>As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.</p><p>Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbba49d32c5d51d09c01f1d211017f6c\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>A Qualcomm modem chip. Photographer: Brent Lewin/Bloomberg</span></p><p>Shares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.</p><p>The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.</p><p>The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.</p><p>Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.</p><p>A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.</p><p>Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.</p><p>During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.</p><p>“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”</p><p>With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.</p><p>But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.</p><p>A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.</p><p>The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.</p><p><img src=\"https://static.tigerbbs.com/cee1bf5d3766452ce150f82a9845a3b4\" tg-width=\"864\" tg-height=\"545\" width=\"100%\" height=\"auto\"/></p><p>Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.</p><p>The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.</p><p>Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.</p><p>Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.</p><p>In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Plans to Drop Key Broadcom Chip to Use In-House Design</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Plans to Drop Key Broadcom Chip to Use In-House Design\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 06:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4550":"红杉资本持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4573":"虚拟现实","BK4561":"索罗斯持仓","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4512":"苹果概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","QCOM":"高通","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","AAPL":"苹果","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4571":"数字音乐概念","BK4553":"喜马拉雅资本持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","AVGO":"博通","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4576":"AR","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4501":"段永平概念"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302543083","content_text":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.A Qualcomm modem chip. Photographer: Brent Lewin/BloombergShares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9953436542,"gmtCreate":1673307165386,"gmtModify":1676538814687,"author":{"id":"3563667765668803","authorId":"3563667765668803","name":"TaiWoeiHaur","avatar":"https://community-static.tradeup.com/news/4573ecee7a4a891ace3e5566a59069d5","vip":1,"crmLevel":5,"crmLevelSwitch":1,"idStr":"3563667765668803","authorIdStr":"3563667765668803"},"htmlText":"Good morning&nbsp;","listText":"Good morning&nbsp;","text":"Good morning","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953436542","repostId":2302543083,"repostType":4,"repost":{"id":"2302543083","kind":"highlight","pubTimestamp":1673303817,"share":"https://ttm.financial/m/news/2302543083?lang=&edition=fundamental","pubTime":"2023-01-10 06:36","market":"us","language":"en","title":"Apple Plans to Drop Key Broadcom Chip to Use In-House Design","url":"https://stock-news.laohu8.com/highlight/detail?id=2302543083","media":"Bloomberg","summary":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would rep","content":"<html><head></head><body><ul><li>Company also is swapping out Qualcomm for homegrown modem</li><li>Combined Wi-Fi and Bluetooth chip would replace Broadcom part</li></ul><p>Apple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.</p><p>As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.</p><p>Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbba49d32c5d51d09c01f1d211017f6c\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>A Qualcomm modem chip. Photographer: Brent Lewin/Bloomberg</span></p><p>Shares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.</p><p>The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.</p><p>The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.</p><p>Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.</p><p>A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.</p><p>Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.</p><p>During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.</p><p>“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”</p><p>With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.</p><p>But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.</p><p>A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.</p><p>The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.</p><p><img src=\"https://static.tigerbbs.com/cee1bf5d3766452ce150f82a9845a3b4\" tg-width=\"864\" tg-height=\"545\" width=\"100%\" height=\"auto\"/></p><p>Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.</p><p>The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.</p><p>Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.</p><p>Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.</p><p>In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Plans to Drop Key Broadcom Chip to Use In-House Design</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Plans to Drop Key Broadcom Chip to Use In-House Design\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 06:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4550":"红杉资本持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4573":"虚拟现实","BK4561":"索罗斯持仓","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4512":"苹果概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","QCOM":"高通","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","AAPL":"苹果","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4571":"数字音乐概念","BK4553":"喜马拉雅资本持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","AVGO":"博通","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4576":"AR","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4501":"段永平概念"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302543083","content_text":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.A Qualcomm modem chip. Photographer: Brent Lewin/BloombergShares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9953430487,"gmtCreate":1673306580150,"gmtModify":1676538814549,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953430487","repostId":2302543083,"repostType":4,"repost":{"id":"2302543083","kind":"highlight","pubTimestamp":1673303817,"share":"https://ttm.financial/m/news/2302543083?lang=&edition=fundamental","pubTime":"2023-01-10 06:36","market":"us","language":"en","title":"Apple Plans to Drop Key Broadcom Chip to Use In-House Design","url":"https://stock-news.laohu8.com/highlight/detail?id=2302543083","media":"Bloomberg","summary":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would rep","content":"<html><head></head><body><ul><li>Company also is swapping out Qualcomm for homegrown modem</li><li>Combined Wi-Fi and Bluetooth chip would replace Broadcom part</li></ul><p>Apple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.</p><p>As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.</p><p>Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbba49d32c5d51d09c01f1d211017f6c\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>A Qualcomm modem chip. Photographer: Brent Lewin/Bloomberg</span></p><p>Shares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.</p><p>The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.</p><p>The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.</p><p>Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.</p><p>A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.</p><p>Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.</p><p>During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.</p><p>“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”</p><p>With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.</p><p>But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.</p><p>A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.</p><p>The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.</p><p><img src=\"https://static.tigerbbs.com/cee1bf5d3766452ce150f82a9845a3b4\" tg-width=\"864\" tg-height=\"545\" width=\"100%\" height=\"auto\"/></p><p>Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.</p><p>The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.</p><p>Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.</p><p>Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.</p><p>In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Plans to Drop Key Broadcom Chip to Use In-House Design</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Plans to Drop Key Broadcom Chip to Use In-House Design\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 06:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4550":"红杉资本持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4573":"虚拟现实","BK4561":"索罗斯持仓","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4512":"苹果概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","QCOM":"高通","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","AAPL":"苹果","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4571":"数字音乐概念","BK4553":"喜马拉雅资本持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","AVGO":"博通","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4576":"AR","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4501":"段永平概念"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302543083","content_text":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.A Qualcomm modem chip. Photographer: Brent Lewin/BloombergShares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9953494437,"gmtCreate":1673306263830,"gmtModify":1676538814489,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953494437","repostId":2302543083,"repostType":4,"repost":{"id":"2302543083","kind":"highlight","pubTimestamp":1673303817,"share":"https://ttm.financial/m/news/2302543083?lang=&edition=fundamental","pubTime":"2023-01-10 06:36","market":"us","language":"en","title":"Apple Plans to Drop Key Broadcom Chip to Use In-House Design","url":"https://stock-news.laohu8.com/highlight/detail?id=2302543083","media":"Bloomberg","summary":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would rep","content":"<html><head></head><body><ul><li>Company also is swapping out Qualcomm for homegrown modem</li><li>Combined Wi-Fi and Bluetooth chip would replace Broadcom part</li></ul><p>Apple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.</p><p>As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.</p><p>Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbba49d32c5d51d09c01f1d211017f6c\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>A Qualcomm modem chip. Photographer: Brent Lewin/Bloomberg</span></p><p>Shares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.</p><p>The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.</p><p>The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.</p><p>Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.</p><p>A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.</p><p>Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.</p><p>During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.</p><p>“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”</p><p>With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.</p><p>But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.</p><p>A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.</p><p>The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.</p><p><img src=\"https://static.tigerbbs.com/cee1bf5d3766452ce150f82a9845a3b4\" tg-width=\"864\" tg-height=\"545\" width=\"100%\" height=\"auto\"/></p><p>Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.</p><p>The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.</p><p>Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.</p><p>Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.</p><p>In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Plans to Drop Key Broadcom Chip to Use In-House Design</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Plans to Drop Key Broadcom Chip to Use In-House Design\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 06:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4550":"红杉资本持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4573":"虚拟现实","BK4561":"索罗斯持仓","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4512":"苹果概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","QCOM":"高通","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","AAPL":"苹果","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4571":"数字音乐概念","BK4553":"喜马拉雅资本持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","AVGO":"博通","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4576":"AR","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4501":"段永平概念"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302543083","content_text":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.A Qualcomm modem chip. Photographer: Brent Lewin/BloombergShares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":105510457,"gmtCreate":1673306585250,"gmtModify":1673306598362,"authorId":3582023360578743,"author":{"id":3582023360578743,"idStr":"3582023360578743","authorId":3582023360578743,"name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9953494437,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"EN"},{"id":9953495536,"gmtCreate":1673306189226,"gmtModify":1676538814463,"author":{"id":"3581670987980162","authorId":"3581670987980162","name":"Papa Bear","avatar":"https://community-static.tradeup.com/news/c55a1a3586fa9fd7c8eb6bb015bc678c","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":7,"crmLevelSwitch":1,"idStr":"3581670987980162","authorIdStr":"3581670987980162"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953495536","repostId":2302543083,"repostType":2,"repost":{"id":"2302543083","kind":"highlight","pubTimestamp":1673303817,"share":"https://ttm.financial/m/news/2302543083?lang=&edition=fundamental","pubTime":"2023-01-10 06:36","market":"us","language":"en","title":"Apple Plans to Drop Key Broadcom Chip to Use In-House Design","url":"https://stock-news.laohu8.com/highlight/detail?id=2302543083","media":"Bloomberg","summary":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would rep","content":"<html><head></head><body><ul><li>Company also is swapping out Qualcomm for homegrown modem</li><li>Combined Wi-Fi and Bluetooth chip would replace Broadcom part</li></ul><p>Apple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.</p><p>As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.</p><p>Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbba49d32c5d51d09c01f1d211017f6c\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>A Qualcomm modem chip. Photographer: Brent Lewin/Bloomberg</span></p><p>Shares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.</p><p>The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.</p><p>The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.</p><p>Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.</p><p>A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.</p><p>Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.</p><p>During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.</p><p>“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”</p><p>With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.</p><p>But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.</p><p>A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.</p><p>The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.</p><p><img src=\"https://static.tigerbbs.com/cee1bf5d3766452ce150f82a9845a3b4\" tg-width=\"864\" tg-height=\"545\" width=\"100%\" height=\"auto\"/></p><p>Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.</p><p>The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.</p><p>Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.</p><p>Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.</p><p>In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Plans to Drop Key Broadcom Chip to Use In-House Design</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Plans to Drop Key Broadcom Chip to Use In-House Design\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 06:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4550":"红杉资本持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4573":"虚拟现实","BK4561":"索罗斯持仓","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4512":"苹果概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","QCOM":"高通","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","AAPL":"苹果","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4571":"数字音乐概念","BK4553":"喜马拉雅资本持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","AVGO":"博通","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4576":"AR","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4501":"段永平概念"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302543083","content_text":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.A Qualcomm modem chip. Photographer: Brent Lewin/BloombergShares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9953492580,"gmtCreate":1673305977941,"gmtModify":1676538814431,"author":{"id":"3578790486524477","authorId":"3578790486524477","name":"hphoa","avatar":"https://community-static.tradeup.com/news/28a11e936497493af7ee5ccdc32238a3","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3578790486524477","authorIdStr":"3578790486524477"},"htmlText":"Hao de","listText":"Hao de","text":"Hao de","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953492580","repostId":2302543083,"repostType":4,"repost":{"id":"2302543083","kind":"highlight","pubTimestamp":1673303817,"share":"https://ttm.financial/m/news/2302543083?lang=&edition=fundamental","pubTime":"2023-01-10 06:36","market":"us","language":"en","title":"Apple Plans to Drop Key Broadcom Chip to Use In-House Design","url":"https://stock-news.laohu8.com/highlight/detail?id=2302543083","media":"Bloomberg","summary":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would rep","content":"<html><head></head><body><ul><li>Company also is swapping out Qualcomm for homegrown modem</li><li>Combined Wi-Fi and Bluetooth chip would replace Broadcom part</li></ul><p>Apple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.</p><p>As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.</p><p>Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbba49d32c5d51d09c01f1d211017f6c\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>A Qualcomm modem chip. Photographer: Brent Lewin/Bloomberg</span></p><p>Shares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.</p><p>The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.</p><p>The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.</p><p>Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.</p><p>A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.</p><p>Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.</p><p>During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.</p><p>“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”</p><p>With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.</p><p>But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.</p><p>A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.</p><p>The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.</p><p><img src=\"https://static.tigerbbs.com/cee1bf5d3766452ce150f82a9845a3b4\" tg-width=\"864\" tg-height=\"545\" width=\"100%\" height=\"auto\"/></p><p>Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.</p><p>The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.</p><p>Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.</p><p>Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.</p><p>In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Plans to Drop Key Broadcom Chip to Use In-House Design</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Plans to Drop Key Broadcom Chip to Use In-House Design\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 06:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4550":"红杉资本持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4573":"虚拟现实","BK4561":"索罗斯持仓","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4512":"苹果概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","QCOM":"高通","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","AAPL":"苹果","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4571":"数字音乐概念","BK4553":"喜马拉雅资本持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","AVGO":"博通","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4576":"AR","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4501":"段永平概念"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302543083","content_text":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.A Qualcomm modem chip. Photographer: Brent Lewin/BloombergShares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9953491099,"gmtCreate":1673305471612,"gmtModify":1676538814298,"author":{"id":"4108816210230400","authorId":"4108816210230400","name":"YJ Lee","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4108816210230400","authorIdStr":"4108816210230400"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953491099","repostId":2302543083,"repostType":4,"repost":{"id":"2302543083","kind":"highlight","pubTimestamp":1673303817,"share":"https://ttm.financial/m/news/2302543083?lang=&edition=fundamental","pubTime":"2023-01-10 06:36","market":"us","language":"en","title":"Apple Plans to Drop Key Broadcom Chip to Use In-House Design","url":"https://stock-news.laohu8.com/highlight/detail?id=2302543083","media":"Bloomberg","summary":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would rep","content":"<html><head></head><body><ul><li>Company also is swapping out Qualcomm for homegrown modem</li><li>Combined Wi-Fi and Bluetooth chip would replace Broadcom part</li></ul><p>Apple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.</p><p>As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.</p><p>Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbba49d32c5d51d09c01f1d211017f6c\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>A Qualcomm modem chip. Photographer: Brent Lewin/Bloomberg</span></p><p>Shares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.</p><p>The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.</p><p>The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.</p><p>Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.</p><p>A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.</p><p>Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.</p><p>During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.</p><p>“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”</p><p>With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.</p><p>But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.</p><p>A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.</p><p>The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.</p><p><img src=\"https://static.tigerbbs.com/cee1bf5d3766452ce150f82a9845a3b4\" tg-width=\"864\" tg-height=\"545\" width=\"100%\" height=\"auto\"/></p><p>Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.</p><p>The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.</p><p>Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.</p><p>Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.</p><p>In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Plans to Drop Key Broadcom Chip to Use In-House Design</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Plans to Drop Key Broadcom Chip to Use In-House Design\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 06:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4550":"红杉资本持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4573":"虚拟现实","BK4561":"索罗斯持仓","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4512":"苹果概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","QCOM":"高通","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","AAPL":"苹果","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4571":"数字音乐概念","BK4553":"喜马拉雅资本持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","AVGO":"博通","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4576":"AR","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4501":"段永平概念"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302543083","content_text":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.A Qualcomm modem chip. Photographer: Brent Lewin/BloombergShares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9953407111,"gmtCreate":1673305019934,"gmtModify":1676538814190,"author":{"id":"4095985983723070","authorId":"4095985983723070","name":"CTSM","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":2,"crmLevelSwitch":0,"idStr":"4095985983723070","authorIdStr":"4095985983723070"},"htmlText":"Thanks for the read&nbsp;","listText":"Thanks for the read&nbsp;","text":"Thanks for the read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953407111","repostId":2302543083,"repostType":2,"repost":{"id":"2302543083","kind":"highlight","pubTimestamp":1673303817,"share":"https://ttm.financial/m/news/2302543083?lang=&edition=fundamental","pubTime":"2023-01-10 06:36","market":"us","language":"en","title":"Apple Plans to Drop Key Broadcom Chip to Use In-House Design","url":"https://stock-news.laohu8.com/highlight/detail?id=2302543083","media":"Bloomberg","summary":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would rep","content":"<html><head></head><body><ul><li>Company also is swapping out Qualcomm for homegrown modem</li><li>Combined Wi-Fi and Bluetooth chip would replace Broadcom part</li></ul><p>Apple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.</p><p>As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.</p><p>Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbba49d32c5d51d09c01f1d211017f6c\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>A Qualcomm modem chip. Photographer: Brent Lewin/Bloomberg</span></p><p>Shares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.</p><p>The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.</p><p>The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.</p><p>Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.</p><p>A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.</p><p>Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.</p><p>During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.</p><p>“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”</p><p>With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.</p><p>But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.</p><p>A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.</p><p>The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.</p><p><img src=\"https://static.tigerbbs.com/cee1bf5d3766452ce150f82a9845a3b4\" tg-width=\"864\" tg-height=\"545\" width=\"100%\" height=\"auto\"/></p><p>Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.</p><p>The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.</p><p>Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.</p><p>Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.</p><p>In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Plans to Drop Key Broadcom Chip to Use In-House Design</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Plans to Drop Key Broadcom Chip to Use In-House Design\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 06:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4550":"红杉资本持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4573":"虚拟现实","BK4561":"索罗斯持仓","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4512":"苹果概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","QCOM":"高通","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","AAPL":"苹果","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4571":"数字音乐概念","BK4553":"喜马拉雅资本持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","AVGO":"博通","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4576":"AR","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4501":"段永平概念"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-09/apple-plans-to-drop-broadcom-chip-by-2025-to-use-in-house-design?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302543083","content_text":"Company also is swapping out Qualcomm for homegrown modemCombined Wi-Fi and Bluetooth chip would replace Broadcom partApple Inc.’s push to replace the chips inside its devices with homegrown components will include dropping a key Broadcom Inc. part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc., said the people, who asked not to be identified because the plans are private. Apple had been previously expected to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.Apple is Broadcom’s largest customer and accounted for about 20% of the chipmaker’s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.A Qualcomm modem chip. Photographer: Brent Lewin/BloombergShares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world’s most valuable tech company has removed most Intel Corp. processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.The iPhone is Apple’s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its “large North American customer” during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it’s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.A representative for Cupertino, California-based Apple declined to comment. Broadcom and Qualcomm didn’t have an immediate comment.Broadcom still supplies Apple with other components — including radio-frequency chips and ones that handle wireless charging — though the iPhone maker has been working on customizing those parts as well.During a conference call last month, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.“We believe we have the best technology and delivering value to our customers,” he said. “There’s no reason to find something else where you’re not the best.”With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years — similar to how it handled past transitions.But the swap hasn’t been easy so far. After aiming to launch its own cellular modem by this year, the company faced problems with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple’s offering is inferior to Qualcomm’s component, it could put the company’s flagship product at a significant disadvantage.The long transition also could put Apple in a tricky position. The company will still need to rely on Qualcomm for several years as it replaces the component in various devices.Apple first started work on its modem around 2018, opening an office in San Diego near Qualcomm’s headquarters. To speed up development, the company acquired Intel’s modem unit in 2019 for $1 billion and opened additional offices in key areas known for wireless technology development.The Wi-Fi and Bluetooth chip effort is newer, and a release will take longer. But Apple has already made some wireless chips in the past, including the H2 processor found in AirPods and the W3 chip found in Apple Watches.Apple and Qualcomm were embroiled in a legal war over royalties and patents related to modems until a settlement in 2019. At the time, Apple deemed the truce necessary to bring 5G support to the iPhone in 2020. The companies agreed that Qualcomm would supply parts to Apple through 2024.Apple also has had a strained relationship with Broadcom. Tan, the chipmaker’s CEO, has a reputation for tough negotiations and forced some customers to commit to noncancelable orders during the pandemic-fueled supply crunch.In 2020, Apple said it was spending a total of $15 billion on purchases of Broadcom chips in an arrangement running through the middle of 2023. But despite Apple being Broadcom’s top customer, Tan’s commitment to the market has occasionally wavered. Prior to the 2020 agreement, Tan indicated that Broadcom might divest the business that supplies chips to Apple.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":227,"commentSize":13,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}