郭明錤在社交媒体平台X上写道：“在2025年下半年的新产品(例如iPhone 17)中，苹果计划使用自己的Wi-Fi芯片，这些芯片将由台积电的N7工艺制造，并支持最新的Wi-Fi 7规格。”苹果预计几乎所有产品在三年内都将采用内部Wi-Fi芯片。此举将降低成本并增强苹果的生态系统整合优势。”Renowned Apple analyst Ming-Chi Kuo stated on Thursday that Apple may reduce its reliance on Broadcom Wi-Fi chips next year and introduce its own processor.
According to the Zhixun Finance app, renowned Apple analyst Ming-Chi Kuo stated on Thursday,$Apple (AAPL.US)$next year may reduce reliance on$Broadcom (AVGO.US)$Wi-Fi chips and introduce its own processor. This news could be significant for Broadcom, as a large part of the company's revenue comes from Apple.
Impacted by this news, Broadcom briefly fell by 5%, Apple by 1.6%. Yesterday, both companies closed lower by 3.89% and 1.82% respectively.
Ming-Chi Kuo wrote on social media platform X: "In new products in the second half of 2025 (such as the iPhone 17), Apple plans to use its own Wi-Fi chips, which will be manufactured by Taiwan Semiconductor using the N7 process and support the latest Wi-Fi 7 standard." Apple expects nearly all products to adopt internal Wi-Fi chips within three years. This move will reduce costs and enhance Apple's ecosystem integration advantage.
Apple has been dedicated to developing internal Wi-Fi chips for many years, but faced technical challenges in the process. Last year, Ming-Chi Kuo stated that Apple had temporarily suspended the project for "some time" and decided to prioritize its 3-nanometer Apple chips.
Apple and Broadcom did not immediately respond to requests for comments.
Apple announced its fourth-quarter earnings after the market closed on Thursday in Eastern Time. Total sales increased by 6.1% year-on-year to $94.9 billion, slightly higher than the average expectation of $94.4 billion. Apple stated that earnings per share were $0.97, but adjusted earnings per share, excluding one-time expenses related to the European General Court ruling, should be $1.64, higher than the analysts' expected $1.60.
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