# Who does Apple pay? Who are its key suppliers?
Canonical: https://valuechain.wiki/apple · Facet: suppliers · Updated: 2026-09-24T04:08:54.277362+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Apple's confirmed suppliers/cost counterparties include 삼성전자, 글로벌스타, TSMC plus 33 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 36 cost edges, backed by 57 dated sources, 19 of them primary filings (as of 2026-09-24).

### 삼성전자 (high)  → /samsung-electronics.md
- metric: Supply share ~65% · iPhone 17 · iPhone 17 LPDDR5X share (top supplier)
- note: Largest memory supplier (LPDDR, NAND) for the iPhone; took 60-70% of iPhone 17 LPDDR5X.
- [confirms] Korea Economic Daily (KO, news, published 2025-12-21) https://www.hankyung.com/article/202512216673i: "Samsung secured 60-70% of iPhone 17 LPDDR5X volume, becoming the top supplier."

### 글로벌스타 (high)  → /globalstar.md
- metric: supplier share 63% · FY2025 · Apple's share of Globalstar revenue (wholesale capacity)
- note: Apple sources the satellite infrastructure behind iPhone and Apple Watch Emergency SOS wholesale from Globalstar, which derived 63% of FY2025 revenue ($172.7M) from Apple; Apple holds a 20% ($400M) stake in the Globalstar SPE and prepays next-generation capex. After Amazon's acquisition of Globalstar closes, Amazon Leo is set to take over the service.
- [confirms] ZDNet Korea (KO, news, published 2026-04-19) https://zdnet.co.kr/view/?no=20260419140328: "Globalstar provides satellite services on iPhone and Apple Watch through a reservation with Apple, which holds a 20% stake in the company. ... this deal accounts for two-thirds of Globalstar's revenue."
- [confirms] U.S. SEC (EDGAR) (EN, filing, published 2026-02-27) https://www.sec.gov/Archives/edgar/data/1366868/000136686826000012/gsat-20251231.htm: "Wholesale capacity services $ 172,731 63 % ... the Customer under the Updated Services Agreements was responsible for 63%, 58%, and 49%, respectively, of our total revenue. ... the Customer purchased 400,000 Class B Units in the Globalstar SPE ... for $ 400 million, representing a 20 % equity interest."

### TSMC (high)  → /tsmc.md
- metric: Revenue share 17% · 2025 · Apple's share of TSMC revenue
- note: Foundry for the A and M series. Apple is TSMC's second-largest customer (17% of revenue).
- [confirms] SEC / TSMC (EN, filing, published 2026-04-16) https://www.sec.gov/Archives/edgar/data/1046179/000162828026025362/tsm-20251231.htm: "TSMC 20-F: second-largest customer (Apple) was 17% of 2025 revenue."
- [mentions] SEC EDGAR (EN, filing, published 2025-10-31) https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm: "Apple 10-K: custom components produced by outsourcing partners."

### Analog Devices (high)  → /analog-devices.md
- metric: Revenue share 14% · FY2017 · Apple share of ADI revenue (historical peak)
- note: Supplies analog/mixed-signal chips to Apple (Force Touch controller). Apple was ADI's largest single end customer at ~14% of revenue in FY2017 (since undisclosed below 10%).
- [confirms] SEC EDGAR (EN, filing, published 2017-11-21) https://www.sec.gov/Archives/edgar/data/0000006281/000000628117000144/adi-10282017x10k.htm: "The Company's largest single end customer, Apple Inc., represented approximately 14%, 12% and 13% of total revenue in fiscal years 2017, 2016 and 2015."
- [confirms] eeNews Europe (EN, news, published 2015-10-01) https://www.eenewseurope.com/en/teardown-adi-provides-force-touch-controller-in-iphone/: "ADI provides the Force Touch controller in the iPhone."

### SK하이닉스 (high)  → /sk-hynix.md
- note: Memory supplier (LPDDR, NAND) for the iPhone.
- [confirms] Korea Economic Daily (KO, news, published 2025-12-21) https://www.hankyung.com/article/202512216673i: "The iPhone gets LPDDR from all three memory makers: Samsung, SK and Micron."

### 소니 반도체 (high)  → /sony-semiconductor.md
- note: Purchases CMOS image sensors from Sony Semiconductor.
- [confirms] Sony (EN, ir, published 2025-05-01) https://www.sony-semicon.com/en/ir/: "Buys CMOS image sensors from Sony Semiconductor Solutions."
- [confirms] Yole (EN, analysis, published 2025-01-01) https://www.yolegroup.com/product/report/status-of-the-cmos-image-sensor-industry-2025/: "Buys CMOS image sensors from Sony Semiconductor Solutions."

### 앰코테크놀로지 (high)  → /amkor.md
- note: Outsources packaging and test of iPhone and other chips to Amkor (10+ year, largest-customer relationship).
- [confirms] Amkor Technology IR (EN, ir, accessed 2026-06-20) https://ir.amkor.com/news-releases/news-release-details/amkor-technology-breaks-ground-new-semiconductor-advanced: "Apple is Amkor’s largest customer."

### ST마이크로일렉트로닉스 (high)  → /stmicroelectronics.md
- note: Purchases ToF and image sensors from STMicroelectronics.
- [confirms] SEC EDGAR (EN, filing, published 2025-02-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=STM&type=20-F: "Buys ToF and image sensors from STMicroelectronics."
- [confirms] ZDNet Korea (KO, news, published 2025-01-01) https://zdnet.co.kr/view/?no=20240627154505: "Buys ToF and image sensors from STMicroelectronics."

### Foxconn (Hon Hai) (high)  → /foxconn.md
- note: Contract-assembles iPhones and products at Foxconn.
- [confirms] Apple (EN, filing, published 2025-01-01) https://www.apple.com/supplier-responsibility/pdf/Apple-Supplier-List.pdf: "Apple Supplier List: Hon Hai (Foxconn) listed as a final-assembly supplier for iPhone and other products."

### LG이노텍 (high)  → /lg-innotek.md
- note: Uses substrates and camera modules from LG Innotek.
- [confirms] Financial News (KO, news, published 2026-06-17) https://www.fnnews.com/news/202606170709505720: "Uses substrates and camera modules from LG Innotek."
- [confirms] TechM (KO, news, published 2025-01-01) https://www.techm.kr/news/articleView.html?idxno=134965: "Uses substrates and camera modules from LG Innotek."

### Qualcomm (high)  → /qualcomm.md
- note: Uses/buys 5G modem chips from Qualcomm.
- [confirms] Korea Economic Daily (KO, news, published 2026-01-07) https://www.hankyung.com/article/2026010776221: "Samsung in talks for 2nm foundry."
- [confirms] TrendForce (EN, news, published 2025-03-26) https://www.trendforce.com/news/2025/03/26/news-qualcomm-reportedly-skips-samsung-taps-tsmcs-4nm-for-latest-snapdragon-8s-gen-4/: "Leading-edge Snapdragon volume moved to TSMC."
- [confirms] SEC EDGAR (EN, filing, published 2024-11-06) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=QCOM&type=10-K: "10-K: QCT chipsets and QTL licensing."

### Arm Holdings (high)  → /arm.md
- note: Uses/buys CPU-architecture IP (license and royalty) from Arm Holdings.
- [confirms] Economy6 (KO, news, published 2026-01-15) https://www.economy6.com/2026/01/arm-stock.html: "Apple, Qualcomm, Samsung, NVIDIA use ARM IP."
- [confirms] Arm IR (EN, ir, published 2024-07-01) https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95: "FY2024 revenue $3.23B."
- [confirms] SEC EDGAR (EN, filing, published 2024-05-22) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ARM&type=20-F: "20-F: licensing and royalty revenue."

### Murata (high)  → /murata.md
- note: MLCCs to Apple devices (No.1).
- [confirms] Finance Scope (KO, news, published 2026-05-26) https://www.finance-scope.com/article/view/scp202605260005: "AI-server MLCC demand surges; Murata ~70%."
- [confirms] SEC / TSMC (EN, filing, published 2026-04-16) https://www.sec.gov/Archives/edgar/data/1046179/000162828026025362/tsm-20251231.htm: "MLCCs to Apple devices (No.1)."
- [confirms] THELEC (KO, news, published 2025-11-01) https://www.thelec.kr/news/articleView.html?idxno=29456: "Murata MLCC backlog rising."
- [confirms] Murata (EN, ir, published 2025-05-01) https://corporate.murata.com/en-global/ir: "IR: MLCC revenue and customers."

### Luxshare (high)  → /luxshare.md
- note: Outsources iPhone assembly/components to Luxshare.
- [confirms] PR Newswire (EN, filing, published 2026-04-24) https://www.prnewswire.com/news-releases/luxshare-ict-reports-resilient-2025-performance-reinforcing-its-global-precision-manufacturing-platform-302753004.html: "Outsources iPhone assembly/components to Luxshare."

### LG디스플레이 (high)  → /lg-display.md
- note: OLED panels for iPhone upper tiers, iPad and Watch (~30M iPhone 17 panels).
- [confirms] DigiTimes (EN, news, published 2025-11-03) https://www.digitimes.com/news/a20251103PD242/iphone-boe-lg-display-panel-apple.html: "LGD: 30M iPhone 17 panels."

### 코보 (RF) (high)  → /qorvo.md
- note: iPhone RF front-end supplier (~47% of Qorvo revenue).
- [confirms] SEC EDGAR (EN, filing, published 2025-05-20) https://www.sec.gov/Archives/edgar/data/1604778/000160477825000041/rfmd-20250329.htm: "Apple ~47% of Qorvo revenue."

### 스카이웍스 (RF) (high)  → /skyworks-solutions.md
- note: iPhone RF front-end supplier (most of Skyworks' revenue).
- [confirms] StockTitan (EN, analysis, published 2025-11-07) https://www.stocktitan.net/sec-filings/SWKS/10-k-skyworks-solutions-inc-files-annual-report-81aff76342d7.html: "Apple is Skyworks' largest customer."

### 페가트론 (조립) (high)  → /pegatron.md
- note: Top-two iPhone assembler; Apple's largest supplier at 59.34% of Pegatron's 2024 sales.
- [confirms] Yahoo Finance (EN, news, published 2026-01-23) https://finance.yahoo.com/news/apple-dell-supplier-pegatron-expects-093230268.html: "Pegatron is a key Apple assembler."

### 스카이웍스 (RF 프론트엔드) (high)  → /skyworks-solutions.md
- note: iPhone RF front-end supplier (most of Skyworks' revenue).
- [confirms] SEC EDGAR (EN, filing, published 2025-11-07) https://www.sec.gov/Archives/edgar/data/4127/000000412725000085/swks-20251003.htm: "Apple is Skyworks' largest customer."

### 교세라 (high)  → /kyocera.md
- note: Sources the multilayer ceramic camera-sensor substrate and tiny MLCCs from Kyocera — a camera-substrate structure only Kyocera makes, a rare case of reverse dependence where even Apple is tied to a single source for this part.
- [confirms] gori.me (EN, news, published 2025-09-15) https://gori.me/en/iphone/iphone-news/161751/: "Kyocera supplies the iPhone camera-sensor multilayer ceramic substrate."

### 테이크투 인터랙티브 (high)  → /take-two-interactive.md
- note: Apple distributes Take-Two's mobile games and processes payments through the App Store, and individually represented more than 10% of Take-Two's total revenue in FY2026.
- [confirms] SEC EDGAR (EN, filing, published 2026-05-22) https://www.sec.gov/Archives/edgar/data/946581/000162828026037434/ttwo-20260331.htm: "Apple ... more than 10.0% of our net revenue"

### 라스베이거스 샌즈 (high)  → /las-vegas-sands.md
- note: Apple is a significant tenant at the Londoner Macao and Marina Bay Sands malls, paying Las Vegas Sands base rent, overage rent, and common-area reimbursements.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-06) https://www.sec.gov/Archives/edgar/data/1300514/000130051426000013/lvs-20251231.htm: "Selected Significant Tenants ... Apple"
- [confirms] Apple (EN, news, published 2020-09-08) https://www.apple.com/sg/newsroom/2020/09/apple-marina-bay-sands-opens-thursday-in-singapore/: "Apple Marina Bay Sands is the first Apple Store to sit directly on the water."

### Micron Technology (mid)  → /micron.md
- note: Memory supplier for the iPhone (one of the three).
- [mentions] Korea Economic Daily (KO, news, published 2025-12-21) https://www.hankyung.com/article/202512216673i: "Micron is among the three iPhone LPDDR suppliers."

### Broadcom (mid)  → /broadcom.md
- note: Buys wireless and RF parts. Apple is one of Broadcom's largest customers.
- [mentions] SEC EDGAR (EN, filing, published 2025-12-18) https://www.sec.gov/Archives/edgar/data/1730168/000173016825000121/avgo-20251102.htm: "Broadcom 10-K: top 5 customers are 40% of revenue (including large device makers such as Apple)."

### Siemens EDA (mid)  → /siemens-eda.md
- note: Pays for Siemens EDA (Calibre etc.) licenses.
- [confirms] Wikipedia (KO, news, published 2026-01-01) https://ko.wikipedia.org/wiki/멘토_그래픽스: "apple designs chips on Siemens EDA (Calibre/Tessent/Questa)."
- [confirms] SemiWiki (EN, research, published 2025-06-01) https://semiwiki.com/wikis/company-wikis/mentor-graphics-wiki/: "apple designs chips on Siemens EDA (Calibre/Tessent/Questa)."

### 삼성전기 (mid)  → /samsung-electro-mechanics.md
- note: Buys MLCCs and substrates from Samsung Electro-Mechanics.
- [mentions] DART (FSS Electronic Disclosure) (KO, filing, published 2026-03-10) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260310003071: "Samsung Electro-Mechanics business report: Package Solutions (FC-BGA) and Components (MLCC). FY2025 revenue ₩11.3T."
- [confirms] TheElec (KO, news, published 2026-01-31) https://www.thelec.kr/news/articleView.html?idxno=51302: "Samsung Electro-Mechanics added Broadcom to FC-BGA customers (after NVIDIA, AMD, Google, Amazon, Apple), supplying AI-accelerator substrates."

### NXP반도체 (mid)  → /nxp.md
- note: Purchases NFC/UWB chips from NXP Semiconductors.
- [confirms] SEC EDGAR (EN, filing, published 2025-02-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=NXPI&type=10-K: "Buys NFC/UWB chips from NXP Semiconductors."
- [confirms] KIPOST (KO, news, published 2025-01-01) https://www.kipost.net/news/articleView.html?idxno=204364: "Buys NFC/UWB chips from NXP Semiconductors."

### Synopsys (mid)  → /synopsys.md
- note: Uses/buys EDA tools and IP from Synopsys.
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "Synopsys leads EDA at ~31%."
- [confirms] Seoul Economic Daily (KO, news, published 2025-07-01) https://www.sedaily.com/NewsView/2GVCJ4DVZD: "Samsung and others use Synopsys EDA."
- [confirms] SEC EDGAR (EN, filing, published 2024-12-18) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=SNPS&type=10-K: "10-K: EDA tools/IP revenue and major chip customers."

### Cadence Design Systems (mid)  → /cadence.md
- note: Uses/buys EDA tools and IP from Cadence Design Systems.
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "Cadence is No.2 in EDA at ~30%."
- [confirms] Seoul Economic Daily (KO, news, published 2025-03-01) https://www.sedaily.com/article/14136879: "Cadence grows on AI-chip design."
- [confirms] SEC EDGAR (EN, filing, published 2025-02-24) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=CDNS&type=10-K: "10-K: EDA tools/IP revenue."

### 후지쿠라 (FPC·플렉시블 인쇄회로) (mid)  → /fujikura.md
- note: One of the world's top-5 FPC makers supplying flexible printed circuits (FPC/FPCB) used in iPhones and other devices.
- [confirms] Fujikura (EN, news, published 2025-01-01) https://www.fpcl.fujikura.com/eng/: "Fujikura supplies FPC/FPCB used in iPhone (e.g., iPhone 12 Pro/Max)."
- [confirms] iPhone Wired (JA, news, published 2020-10-01) https://iphonewired.com/news/12365/: "Fujikura supplies FPC/FPCB used in iPhone (e.g., iPhone 12 Pro/Max)."

### 알리바바 (mid)  → /alibaba.md
- note: Apple chose Alibaba (Qwen-based) as its AI partner for iPhones sold in China, confirmed by Chairman Joe Tsai (Feb 2025); rollout delayed by regulatory review, terms undisclosed.
- [confirms] CNBC (EN, news, published 2025-02-13) https://www.cnbc.com/2025/02/13/apple-will-integrate-alibabas-ai-into-iphones-in-china-chairman-joe-tsai-says.html: "Apple talked to a number of companies in China, and in the end, they chose to do business with us. They want to use our AI to power their phones."
- [confirms] Kyunghyang Shinmun (KO, news, published 2025-02-12) https://www.khan.co.kr/article/202502121144001: "Apple is working with Alibaba to bring AI features to iPhones in China; the co-developed features were submitted for regulatory approval."

### 써니옵티컬 (mid)  → /sunny-optical.md
- note: MacBook camera modules and iPhone 17 lenses (expanding).
- [mentions] Morningstar (EN, research, published 2025-11-01) https://www.morningstar.com/company-reports/1147191-sunny-opticals-better-apple-outlook-offsets-tamer-vehicle-lens-growth: "Sunny supplies Apple MacBook modules and iPhone 17 lenses."

### BYD전자 (mid)  → /byd-electronics.md
- note: iPad assembly and iPhone mid-frame supplier.
- [mentions] MiniChart (research digest) (EN, research, published 2025-05-29) https://www.minichart.com.sg/2025/05/29/byd-electronic-apple-ai-hypergrowth-to-drive-26-profit-cagr-2025-forecast/: "iPad assembly and iPhone mid-frames."

### 자빌 (소비 전자 위탁, 축소 중) (mid)  → /jabil.md
- note: Apple has some consumer electronics built by Jabil — once Jabil's largest customer (17% of revenue), now below 10% as Jabil exits low-margin work. (A symmetric revenue edge exists on the Jabil node.)
- [confirms] FreightWaves (EN, news, published 2025-06-17) https://www.freightwaves.com/news/apple-supplier-jabil-plans-500m-venture-to-build-ai-data-centers: "'Apple supplier Jabil'"

### 텍사스인스트루먼트 (low)  → /texas-instruments.md
- note: Purchases analog and power ICs from Texas Instruments.
- [confirms] SEC EDGAR (EN, filing, published 2025-01-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=TXN&type=10-K: "Buys analog and power ICs from Texas Instruments."
- [confirms] Mordor (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/analog-semiconductor-market: "Buys analog and power ICs from Texas Instruments."

### 인피니언 (low)  → /infineon.md
- note: Purchases power ICs from Infineon.
- [confirms] Infineon (EN, ir, published 2025-05-01) https://www.infineon.com/cms/en/about-infineon/investor/: "Buys power ICs from Infineon Technologies."
- [confirms] TheElec (KO, news, published 2025-01-01) https://www.thelec.kr/news/articleView.html?idxno=52459: "Buys power ICs from Infineon Technologies."

Reverse side: https://valuechain.wiki/apple/customers.md · Ripple: https://valuechain.wiki/apple/ripple.md

---
Full node: https://valuechain.wiki/apple.md · JSON: https://valuechain.wiki/apple.json