Broadcom and Apple have agreed to expand their partnership through 2031 to develop and supply a range of custom chips. This extended partnership reinforces Apple’s strategy of locking in long-term supply agreements with key chipmakers to bolster the resilience of its supply chain.
Partnership Details
Broadcom has been a key supplier to Apple for a long time, including custom radio frequency chips used in iPhones, Wi-Fi and Bluetooth connectivity chips, and other networking semiconductors. Apple is one of Broadcom’s largest customers, accounting for about 20% of its annual revenue.
The boom in inference – the process by which models respond to user queries – has made custom chips crucial, increasing the orders for advanced processors and intensifying competition. While Apple has increasingly designed its own processors and, more recently, its C1 cellular modem, it continues to rely on Broadcom for key wireless connectivity and radio frequency components.
Original reporting: Appleton, WI News Feed (HLL/CB) — read the source article.