Broadcomsaid it has entered与苹果公司签订了长期合同,以向硅谷智能手机泰坦(Titan)提供各种“无线组件和模块”,分为2023年,并在未来几年中保证了苹果产品中的景点。Broadcom表示,这些交易补充了去年与Apple达成的合同,以提供射电频率IC,该频率是iPhone调制解调器周围的脚手架。
总部位于加利福尼亚州圣地亚哥的公司周四表示,与Apple的两项供应协议除了2019年的合同外,还预计将在其一生中向Broadcom支付150亿美元。Broadcom销售智能手机中使用的集成WiFi,蓝牙和GPS芯片以及RF组件。Broadcom说,这些合同适用于苹果在未来三年半内推出的新产品。
多年交易还重申与苹果公司的关系,苹果公司是半导体空间中最令人垂涎的客户之一,即使苹果希望减少其对其他供应商的依赖。苹果近年来一直在提高其芯片设计操作,以进一步区分其设备。它设计并开发了AirPods和Apple Watch中使用的W系列WiFi芯片的H系列,而不是从Broadcom购买。
Apple在2019年占Broadcom年销售额的20%,约占其2018年总业务的25%。半导体分析师Harlan Surestimated苹果公司将在2018年每笔iPhone购买价值约10美元的Broadcom零件。Broadcom销售蓝牙和WiFi芯片,以及新iPhone中挤满的最基本的射频前端模块之一。a report由市场研究人员ifixit。
去年,Broadcom与Apple签订了另一项合同,以购买iPhone,iPad和Apple Watch的未来模型的射频前端组件和模块。在智能手机中用于应对传输并分离3G,4G甚至5G技术中使用的信号。其他芯片可用于调理和放大模拟无线电信号。
Broadcom Qorvo战斗、高通、Skyworks溶胶utions, and other players to roll out radio frequency parts in support of the 5G communications standard. Samsung, Huawei and LG Electronics, among others, started selling 5G smartphones last year, while Apply is expected to launch its first model later in 2020. New 5G networks offer far faster data transfers by broadcasting over a wide range of frequency bands, like the millimeter waves.
More than 50 frequency bands are used by 4G networks around the world. But that total could grow to between 75 and 100 bands as more 5G networks are rolled out globally. More radio frequency chips—ranging from power amplifiers and filters to switches and tuners, and all packaged into modules that link the baseband modem to the antennas—are needed to accommodate the global range of frequency bands used by 5G devices.
据报道,Broadcom准备出售其射频单元。新合同可以帮助强调业务对潜在买家的价值。在对英特尔5G蜂窝调制解调器操作的10亿美元收购之后,苹果被认为是主要竞争者之一。在上一个财政年度,Broadcom的无线电频率业务达到了22亿美元。但是,这种组件的销售预计将在2020年的高单位数字中增长。
Broadcomsigned the new contracts with Apple more than a month after Broadcom's chief executive officer Hock Tan said it would separate its wireless business—which sells WiFi, Bluetooth, GPS, RF and wireless charging components — from its core networking business, which sells server chips used in switches and routers. The company's semiconductor sales came to $17.4 billion in 2019. That represented roughly 80% of sales.
自从与苹果达成新的供应协议以来,Broadcom的股票上涨了1%至324美元。去年,Broadcom的股票飙升了40%以上。