Apple and Broadcom have renewed their supplier agreement through 2031, securing a decade-long pipeline of custom wireless and radio frequency components for the iPhone and other hardware. Broadcom confirmed the extension to Reuters on July 6, locking in development and supply of chips that include touchscreen controllers, wireless charging modules, and FBAR filter technology for 5G signal isolation.

The deal carries significant financial weight: Apple represents roughly 20% of Broadcom's annual revenue, giving the chipmaker predictable demand while shielding Apple from supply disruptions like the global memory crisis. Despite Apple's push toward in-house silicon — including the A1 modem and the N1 Wi-Fi chip slated for the iPhone 17 — the company still relies on Broadcom for specialized RF expertise that its internal teams have not yet replicated.

This renewal continues a pattern of multi-year, multi-billion-dollar agreements. In 2023, the pair signed a 5G component deal tied to Apple's $430 billion U.S. investment pledge, and in 2024 they announced collaboration on AI server processors. The relationship dates back to the original iPhone, making Broadcom one of Apple's most enduring semiconductor partners.

The extension signals that Apple's vertical integration strategy remains selective rather than total. By keeping Broadcom in the loop for RF front-end and connectivity chips, Apple avoids the cost and risk of building every wireless block itself while maintaining leverage over a supplier that depends heavily on Cupertino's orders.