On the 11th, according to MarketWatch, Broadcom has signed a two-year supplier agreement with Apple. It is expected to grab the pie of RF component suppliers such as Qorvo and become the largest supplier of RF components in Apple, and may even be the sole supplier.
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 as long as Broadcom can meet the quantity and quality commitment, it agrees to Broadcom to supply these components exclusively.
At present, Broadcom has not disclosed the specific details of its impact on its revenue after cooperation with Apple.