Apple is set to take another step towards self-reliance with the iPhone 17 and other late 2025 devices. The company is developing its own Wi-Fi 7 chips to replace Broadcom parts, according to TF International Securities’ analyst Ming-Chi Kuo.
While Apple has been working on replacing Qualcomm’s 5G modems with its own Apple Silicon designs, Kuo says that the company will also be dropping Broadcom’s Wi-Fi processors in favor of its own solution, starting with the iPhone 17.
Broadcom currently supplies over 300 million Wi-Fi+BT chips (hereafter referred to as Wi-Fi chips) per year to Apple. However, Apple will rapidly reduce its reliance on Broadcom. With new products in 2H25 (e.g., iPhone 17), Apple plans to use its own Wi-Fi chips, which will be made by TSMC’s N7 process and support the latest Wi-Fi 7 spec. Apple expects to move nearly all products to in-house Wi-Fi chips within about three years. This move will reduce costs and enhance Apple’s ecosystem integration advantages.
MacDailyNews Take: Nearly two years ago, in January 2023, Mark Gurman reported for Bloomberg News that Apple plans to drop a Broadcom chip used in its devices in 2025 in favor of its own in-house Wi-Fi and Bluetooth chip design.
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