According to the financial media, Apple is setting up a new office in Irvine City, California, near Los Angeles, and the recruitment information shows that it will be the research and development center of wireless chips such as baseband, radio frequency, Bluetooth, and Wi-Fi. Apple's self-developed baseband has long been no secret, but this time vigorously involved in PA (radio frequency power amplifier), Bluetooth Wi-Fi and other fields, obviously to further get rid of the dependence on external suppliers, including but not limited to Skyworks (Scarlett), Qorvo, Broadcom, Qualcomm and so on.
Edited by the Institute of Core Research
After the news broke, the stock prices of the four manufacturers fell in after-hours trading, of which Skyworks plunged 11% at one point. Many signs show that Apple's self-developed 5G baseband, PA and other full wireless solutions are expected to be applied on the iPhone as soon as 2023, Qualcomm has previously clearly pointed out that only 20% of the 2023 iPhone baseband is supplied by Qualcomm.
It is worth mentioning that the wireless module supply agreement between Apple and Broadcom also expires in 2023.
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