According to industry sources, Broadcom has signed a two-year supplier agreement with Apple to become the largest supplier of RF components in Apple, and may even be an exclusive supplier, replacing the RF component suppliers such as Qorvo in the Apple supply chain.
According to a filing with the Securities and Exchange Commission (SEC), Broadcom has signed a two-year supplier agreement with Apple. Broadcom agreed to provide specific RF front-end components and modules for Apple’s smartphones, tablets and smart watches, and will maintain and allocate sufficient capacity and resources to Apple.
It is worth noting that Apple said that if Broadcom can meet the quantity and quality commitment, it will agree to the exclusive supply of these components by Broadcom.
At present, Broadcom and Apple have not disclosed the specific details of cooperation with the two parties.