Broadcom Extends Chip Partnership with Apple Through 2031
Claire Weston
Broadcom announced it has extended its custom-chip development and supply deal with Apple to 2031, covering RF, Wi-Fi, and Bluetooth components — locking in years of revenue visibility from its largest customer.
What exactly did this deal lock in?
Broadcom said Monday it extended its custom-chip agreement with Apple through 2031.
The deal covers a range of custom chip products, not a single component line.
This means → the two companies moved from near-term arrangements to a roughly six-year committed window.
Which chips does Broadcom supply to Apple?
Three core categories: custom RF chips — the components that let a phone send and receive cellular signals — plus Wi-Fi and Bluetooth connectivity chips, and other networking semiconductors.
These go primarily into the iPhone, handling the device's communication with the outside world.
In plain terms = Apple designs its own main processor, but for "how the phone connects to networks and exchanges signals," it still relies heavily on Broadcom.
How important is Apple to Broadcom?
Apple is one of Broadcom's largest customers; analysts estimate it accounts for a significant share of Broadcom's semiconductor revenue.
The extension to 2031 pushes Broadcom's Apple-derived revenue visibility out by several years.
This reflects a deepening supply-chain lock-in — Broadcom gains lower revenue-volatility risk from retaining a major customer long-term, while Apple secures a stable supply of mission-critical custom chips.
Content is for reference only, not financial advice.