Probably an extension of long-running iThing innards arrangement, not a new custom AI accelerator deal
The extension of this long-term agreement indicates solidified supply chain relationships and strategic planning well into the next decade, amidst increasing competition in custom silicon.
This signifies continued tight integration and co-dependence between a major device manufacturer and a key chip supplier, impacting the compute supply chain and market dynamics for custom silicon.
The extension secures a critical component supply for Apple, while guaranteeing revenue and market position for Broadcom for several more years.
- · Broadcom
- · Apple
- · Custom silicon providers
- · Competitors to Broadcom
- · Alternative silicon providers to Apple
Apple maintains differentiated performance and features in its devices through custom silicon.
Other device manufacturers may seek similar long-term custom silicon deals to secure competitive advantages.
This could accelerate the trend towards highly specialized, long-term vendor partnerships in the semiconductor industry, limiting opportunities for new entrants.
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Read at The Register