Apple is recruiting network chip and RF chip engineers, and Broadcom and Skyworks are also dangerous!

Abstract: December 17 news, according to Bloomberg reported that Apple is recruiting wireless network system single chip (SoC), baseband chip, RF chip, Bluetooth, WiFi chip engineers for its newly established office in Southern California, the United States, which may eventually replace components supplied by Broadcom, Skyworks and Qualcomm.

December 17 news, according to Bloomberg reported that Apple is recruiting wireless network system single chip (SoC), baseband chip, RADIO frequency chip, Bluetooth, WiFi chip engineers for its newly established office in Southern California, which may eventually replace components supplied by Broadcom, Skyworks and Qualcomm.

According to the report, one of the job advertisements shows that Apple's growing wireless network chip development team is developing a new generation of wireless network chips. According to Bloomberg's calculations, 20% of Broadcom's revenue comes from Apple, and Skyworks has nearly 60% from Apple.

Data show that Apple has long been working hard to develop its own wireless network chip. Its AirPods and Apple Watch have built-in custom chips to chain devices, while the latest iPhones have built-in U1 ultra-broadband (UWB) chips to increase positioning accuracy and connect AirTag accessories and other products.

Affected by this news, Skyworks fell 8.47% and closed at $146.39 on the 16th local time, hitting a new low since December 17, 2020. On the other hand, iPhone baseband chip supplier Qualcomm also fell 5.88%, closing at $178.15.

In addition, in terms of baseband chips, Apple has acquired Intel's mobile phone baseband chip business in 2019, in addition to related patent assets, through the acquisition transaction, there are 2200 Intel smartphone modem employees joined Apple, Apple also obtained a large number of R & D personnel in the baseband. In addition, Apple has also poached some engineering talents from major manufacturers in Qualcomm and other industries and began to develop 5G baseband chips, but the time node for commercial use has not yet been disclosed.

According to the information previously revealed by Qualcomm, apple's self-developed 5G baseband will appear as soon as 2022, and Qualcomm's 5G baseband chip will be replaced in a large area in 2023.

However, Qualcomm said that it has long been not ready to rely on Apple's baseband chip orders, and it has made full efforts to force the automotive electronics and Arm PC markets. Among them, Qualcomm has gained a large customer from BMW on the autopilot chip, and these new chips and solutions from Qualcomm will be used in the "Neue Klasse" series of models and will officially start production in 2025. On automotive chips, Qualcomm will be able to generate $8 billion in revenue in the next few years.

Editor: Xin ZhiXun - Langke Sword