Comment by tiffanyh
6 hours ago
Could this simply be to provide chips for the products that still haven’t transitioned yet over to Apples in-house C chip.
Like: Apple Watch, most models of iPads, Pro model of phones, etc.
Because without this deal, Apple would have had to transition all products by end-of-year.
This sounds like specialized analog components. Not the modem.
The modems are made by _Qual_comm, not Broadcom.
Different company.
Apple now designs its own modems, and its TSMC that fabs them. OP is asking if Broadcom might start fabbing those modems. This is not the case here, but you seem to ignore the fact Apple is a modem designer now.
No; the person I replied to line about "having to transition these by the end of the year" was a reference to a fact that Apple's publicly announced deal with Qualcomm expires this year/early next year.