US Passes Bill to Fund Chinese Equipment Strip-Out
The US Senate voted in favor of a bill that will provide $3 billion to telecom companies in funding for the FCC rip and replace program.
Apple's efforts to develop more components internally could reach fruition in 2025. According to media reports, the company should release a chip for Bluetooth and Wi-Fi, which would be a major blow to current provider Broadcom.
The combined Wi-Fi and Bluetooth chip, known internally as Proxima, would first be used in updated versions of Apple’s TV set-top box and HomePod mini smart speaker in early 2025. Apple plans to install the chip in iPhones later in 2025, followed by the iPad and Mac in 2026. Broadcom would continue to supply Apple with RF filters for modems.
Apple accounts for about 20% of Broadcom’s revenue. Replacing Broadcom with its own chip is part of a larger effort by Apple to reduce its reliance on external manufacturers. Apple has maintained that its own chips offer superior performance across its product lines and speed innovation. The Bluetooth and Wi-Fi chip would be separate from Apple’s iPhone modems, which are currently sourced by Qualcomm.