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Apple is reportedly gearing up to equip the iPhone 17 series with its proprietary Wi-Fi and Bluetooth chips, as revealed by renowned analyst Ming-Chi Kuo from TF Securities International. This move is part of Apple's broader strategy to reduce its dependence on third-party suppliers, particularly Broadcom, for connectivity components. By developing its chips, Apple aims to gain greater control over its hardware and improve the integration of its devices.
In a post on X (formerly Twitter), Kuo outlined Apple's ambition to transition to its in-house chips for over 300 million Wi-Fi and Bluetooth modules used across its product lineup. The iPhone 17 series, expected to launch in the second half of 2025, will be the first to feature this new technology, marking a significant shift in Apple's approach to component manufacturing.
The new Wi-Fi and Bluetooth chips are said to be built on TSMC's N7 (7nm) process, supporting the latest Wi-Fi 7 communication protocol. This technology promises enhanced performance and efficiency, allowing for faster data transfer and improved connectivity. While the iPhone 17 series will be the first to utilize these chips, Apple plans to integrate them into a wider array of products shortly.
In addition to the Wi-Fi and Bluetooth chips, Apple is also working on its own 5G modem, which is rumoured to debut with the upcoming fourth-generation iPhone SE model. Kuo noted that the iPhone SE 4 will still rely on a Broadcom chip for Wi-Fi and Bluetooth connectivity, highlighting a transitional phase as Apple begins to roll out its proprietary components.
The anticipated launch of the iPhone 17 series comes as Apple seeks to streamline its supply chain and reduce costs associated with third-party components. Kuo speculates that Apple aims to equip nearly all of its devices with in-house chips within the next three years, which would significantly enhance the company's ability to control production and optimize performance.
Despite the fact the new iPhone 17 lineup will come with some of Apple’s connectivity chips, circumstances surrounding the issue on the new 5G modem’s integration should; however, be considered separately. Kuo made clear that the Wi-Fi and the Bluetooth chips will come out with iPhone 17, while the 5G modem will be put into further generations.
This macro motive of shifting to using in-house made chips reveals Apple’s zeal, in the efficient deployment of resources, in the development of their gadgets and thus ensuring they lead the market in smartphone technology. With the changes in the line of products offered by Apple, a switch to the private-chips model is expected to be beneficial for the company and its consumers as it promotes a better user experience and focused professionalism.
