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Apple Inc.<\/a>\u2019s push to replace the chips inside its devices with homegrown components will include dropping a key\u00a0Broadcom Inc.<\/a>\u00a0part in 2025, according to people familiar with the situation, dealing a blow to one of its biggest suppliers.<\/p>\n As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from\u00a0Qualcomm Inc.<\/a>, said the people, who asked not to be identified because the plans are private. Apple had been\u00a0previously expected<\/a>\u00a0to replace the Qualcomm part as soon as this year, but development snags have pushed back the timeline.<\/p>\n Apple is Broadcom\u2019s largest customer and accounted for about 20% of the chipmaker\u2019s revenue in the last fiscal year, amounting to almost $7 billion. Qualcomm got 22% of its annual sales from the iPhone maker, representing nearly $10 billion, though that company has warned for years that its Apple reliance will wane.<\/p>\n Shares of Broadcom fell as much as 4.7% on the news before paring their decline. The shares closed at $576.89, down 2%. Qualcomm slid as much as 1.6% before closing at $114.61, down 0.6%. Apple rose 0.4% to $130.15.<\/p>\n The moves will further upend a chip industry that makes billions of dollars supplying Apple components. Already, the world\u2019s most valuable tech company has removed most\u00a0Intel Corp.<\/a>\u00a0processors from its Mac computers, opting instead to use in-house chips known as Apple Silicon. Now the changes are hitting the biggest makers of wireless electronics.<\/p>\n The iPhone is Apple\u2019s top moneymaker, generating more than half of its $394.3 billion in revenue last year. The phone also has helped fuel growth at Broadcom, which refers to Apple as its \u201clarge North American customer\u201d during earnings calls. The chipmaker makes a combined component that handles both Wi-Fi and Bluetooth functions on Apple devices.<\/p>\n Apple is developing an in-house replacement for that chip and is aiming to start using it in its devices in 2025, the people said. In addition, it\u2019s already working on a follow-up version that will combine cellular modem, Wi-Fi and Bluetooth capabilities into a single component.<\/p>\n A representative for Cupertino, California-based Apple declined to comment. Broadcom didn\u2019t have an immediate comment.<\/p>\n Broadcom still supplies Apple with other components \u2014 including radio-frequency chips and ones that handle wireless charging \u2014 though the iPhone maker has been working on customizing those parts as well.<\/p>\n During\u00a0a conference call last month<\/a>, Broadcom Chief Executive Officer Hock Tan expressed confidence that his company will maintain its foothold at Apple.<\/p>\n \u201cWe believe we have the best technology and delivering value to our customers,\u201d he said. \u201cThere\u2019s no reason to find something else where you\u2019re not the best.\u201d<\/p>\n Qualcomm declined to comment beyond pointing to previous remarks that the company has made on the topic.<\/p>\n In November, the chipmaker said it expected to supply the vast majority of modems for the 2023 iPhone launch, up from a previous assumption of just 20%. \u201cBeyond this, there are no changes to our planning assumption, and we are assuming minimal contribution from Apple product revenues in fiscal \u201925,\u201d Qualcomm said.<\/p>\n With the shift away from Qualcomm modems, Apple plans to initially just use its homegrown component in one new product, such as a high-end iPhone model. It will then gradually move away from Qualcomm modems during a period it anticipates will take about three years \u2014 similar to how it handled past transitions.<\/p>\n But the swap hasn\u2019t been easy so far. After aiming to launch its own cellular modem by this year, the company\u00a0faced problems<\/a>\u00a0with overheating, battery life and getting the component validated. The iPhone currently works with more than 100 wireless carriers in over 175 countries, which necessities a lengthy and cumbersome testing process.<\/p>\n A cellular modem is what allows iPhones to handle phone calls and connect to the internet while away from Wi-Fi, making it the most critical part of the device for most people. If Apple\u2019s offering is inferior to Qualcomm\u2019s component, it could put the company\u2019s flagship product at a significant disadvantage.<\/p>\n The product generated more than $200 billion in the last fiscal year<\/p>\n\n![\"Inside](\"https:\/\/assets.bwbx.io\/images\/users\/iqjWHBFdfxIU\/iPD118M2neh8\/v0\/800x-1.jpg\")
<\/div>\n<\/div>A Qualcomm modem chip.<\/div>\nPhotographer: Brent Lewin\/Bloomberg<\/div>\n<\/figcaption><\/figure>\n\n\nThe iPhone Is Apple\u2019s Biggest Source of Revenue<\/h3>\n