Core Viewpoint - Apple is advancing its self-developed chip strategy with the upcoming launch of the iPhone 17 series, new Mac models, and Apple Watch, indicating a significant shift in its hardware differentiation and vertical integration approach [1][2]. Group 1: Chip Development - Apple is developing at least seven new chips, including A19, A19 Pro, M5, M5 Pro, a new Apple Watch chip, a second-generation 5G modem (C2), and a combined Bluetooth and Wi-Fi chip (Proxima) [1][2]. - The A19 chip will be used in the iPhone 17 Air, while the A19 Pro will be featured in the iPhone 17 Pro and Pro Max, reinforcing Apple's strategy of using differentiated processors for high-end models [1]. - The M5 and M5 Pro processors are expected to be introduced in the updated 14-inch and 16-inch MacBook Pro series following the iPhone launch, continuing Apple's chip upgrade rhythm in its laptop product line [1]. Group 2: Enhancements in Wearable Technology - The Apple Watch Series 11 is anticipated to introduce a new processor (Bora), likely based on the A18 architecture, which will enhance the watch's performance and AI capabilities, solidifying Apple's leadership in the wearable market [2]. - The integration of Bluetooth and Wi-Fi into a single chip (Proxima) is expected to improve space utilization and power management across devices [2]. Group 3: 5G Technology and Future Outlook - The second-generation 5G modem (C2) is set to replace the current C1 chip used in the iPhone 16e, with expectations for it to debut in the iPhone 17e by 2025, showcasing Apple's efforts to reduce reliance on Qualcomm and strengthen its own connectivity solutions [2]. - This chip strategy reflects Apple's ongoing commitment to vertical integration and paves the way for enhanced collaboration among diverse devices, AI applications, and integrated communication technologies [2].

Core Viewpoint - The article discusses the discovery of several unreleased Apple Silicon chips in the internal version of iOS 18, including A19, M5, and C2, indicating ongoing developments in Apple's hardware lineup [3][4]. Group 1: Apple Silicon Chips - Multiple unreleased Apple Silicon chips have been identified in iOS 18's internal version, suggesting various hardware platforms are being prepared for future releases [3]. - The internal version of iOS 18, identified as 22A91871y, lacks a consumer-facing UI and is primarily for hardware testing [3]. - The codename "Hidra" is likely associated with the base M5 chip, with its identifier T8142, while the current M4 chip has the identifier T8132 [4][6]. Group 2: Chip Naming and Variants - Apple uses geographical names for its developing Apple Silicon chips, with the A19 series chips linked to Greek islands and the M5 series potentially linked to Norwegian islands [5]. - The identifiers for various chips include Tilos for the base A19, Thera for A19 Pro, and Sotra for M5 Pro, indicating a structured naming convention [6]. Group 3: Modem and Other Chips - The C4020 is likely the successor to the C1 modem, which is currently used in the iPhone 16e, offering improved energy efficiency but lacking mmWave support [5][7]. - The Proxima chip, a Bluetooth and Wi-Fi combination chip, aligns with Apple's strategy to reduce reliance on Broadcom components [8]. Group 4: Project Cancellations - The M4 Ultra chip project appears to have been abandoned, as it was not mentioned in the latest operating system code, indicating a shift in Apple's development focus [9]. - The Bongo project, related to tactile buttons, has been confirmed as a prototype and is being tested in the iPhone 16 series [10][11].

Core Viewpoint - Apple is set to introduce its own Wi-Fi 7 chip across all four iPhone 17 models, marking a significant step towards vertical integration and reducing reliance on external suppliers like Qualcomm and Broadcom [1][2]. Group 1: iPhone 17 and Wi-Fi 7 - All four iPhone 17 models are expected to feature Apple's custom-designed Wi-Fi 7 chip, with completion of the design anticipated in the first half of 2024 [1]. - The iPhone 16 series already supports Wi-Fi 7, making this development less surprising, but the fact that Apple is designing its own chip is noteworthy [1]. - Wi-Fi 7 allows simultaneous data transmission across 2.4GHz, 5GHz, and 6GHz bands, potentially offering peak speeds exceeding 40 Gbps, which is four times faster than Wi-Fi 6E [2]. Group 2: Proxima Chip and Smart Home Strategy - Apple's development of its Wi-Fi and Bluetooth chip, codenamed Proxima, signifies a major shift in its smart home strategy, with initial testing on devices like Apple TV and HomePod mini [4]. - The transition from Broadcom components is expected to begin in 2025, which may reshape the interaction of Apple devices within the home ecosystem [4]. - Proxima chip aims to enhance device synchronization, improve power efficiency, and provide customized features for the Apple ecosystem [5]. Group 3: Financial Impact and Strategic Implications - Following the announcement of Apple's plans, Broadcom's stock fell by 3.9%, reflecting the financial implications of Apple's move, given that Apple accounts for approximately 20% of Broadcom's revenue [6]. - The development of Proxima is part of a broader strategy for Apple to create an end-to-end wireless solution, paving the way for new device formats and potentially impacting the future of Apple's product line [6].