Broadcom's wireless revenue is almost exclusively driven by Apple with a little bit from premium Android. Recently Broadcom licensed its Wi-Fi7/8 to Synaptics, which will take it to Android smartphones in '26/'27. Would be interesting to see the acceptance of such discrete efforts as most of the Android Wi-Fi chip is dominated by baseband platform companies. Also, would be interesting to see how Broadcom's Wi-Fi revenue will evolve at Apple as its brings in-house chips. The Wireless division is in a tricky position. Apple won't buy it and expensive for outsiders.
Source: Sravan Kundojjala
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