Consumer devices · In-house silicon · Services

Apple

The demand end of the chain. Sells iPhone and Mac to consumers; its own chips (A, M) are made by TSMC, memory comes from Samsung, SK and Micron, and wireless parts from Broadcom. TSMC's second-largest customer (17% of revenue).

AAPL Updated 2026-06-20

Money in ▸소비자·통신사 (iPhone·Mac·서비스)●

AppleFY2025 revenue about $391B

▸ Money outSamsung Electronics●Supply share ~65%TSMC●Revenue share 17%SK hynix●Micron Technology◐Broadcom◐Samsung Electro-Mechanics◐

Financials & Segments

Total revenue · FY2025 revenue about $391B (iPhone, Mac, iPad, Wearables, Services)
Customer concentration · Demand end (consumers). Supplier concentration: TSMC for its own chips, Samsung/SK/Micron for memory, Broadcom for wireless.
Segments · iPhone · Mac & iPad · Services

Revenue from

소비자·통신사 (iPhone·Mac·서비스) High confidence
The demand end of the chain. Sells directly to consumers, carriers and service subscribers (about $391B in FY2025).
Confirms EN SEC EDGAR Published Oct 31, 2025: "Apple 10-K: products and services revenue about $391B, consumer-driven."

Pays to

Samsung Electronics High confidence· Supply share ~65% · iPhone 17 · iPhone 17 LPDDR5X share (top supplier)
Largest memory supplier (LPDDR, NAND) for the iPhone; took 60-70% of iPhone 17 LPDDR5X.
Confirms KO Korea Economic Daily Published Dec 21, 2025: "Samsung secured 60-70% of iPhone 17 LPDDR5X volume, becoming the top supplier."
TSMC High confidence· Revenue share 17% · 2025 · Apple's share of TSMC revenue
Foundry for the A and M series. Apple is TSMC's second-largest customer (17% of revenue).
Confirms EN SEC EDGAR Published Apr 16, 2026: "TSMC 20-F: second-largest customer (Apple) was 17% of 2025 revenue."
Mentions EN SEC EDGAR Published Oct 31, 2025: "Apple 10-K: custom components produced by outsourcing partners."
SK hynix High confidence
Memory supplier (LPDDR, NAND) for the iPhone.
Confirms KO Korea Economic Daily Published Dec 21, 2025: "The iPhone gets LPDDR from all three memory makers: Samsung, SK and Micron."
Micron Technology Medium confidence
Memory supplier for the iPhone (one of the three).
Mentions KO Korea Economic Daily Published Dec 21, 2025: "Micron is among the three iPhone LPDDR suppliers."
Broadcom Medium confidence
Buys wireless and RF parts. Apple is one of Broadcom's largest customers.
Mentions EN SEC EDGAR Published Dec 18, 2025: "Broadcom 10-K: top 5 customers are 40% of revenue (including large device makers such as Apple)."
Samsung Electro-Mechanics Medium confidence
Buys MLCCs and substrates from Samsung Electro-Mechanics.
Mentions KO DART (FSS Electronic Disclosure) Published Mar 10, 2026: "Samsung Electro-Mechanics business report: Package Solutions (FC-BGA) and Components (MLCC). FY2025 revenue ₩11.3T."
Confirms KO The Elec Published Jan 31, 2026: "Samsung Electro-Mechanics added Broadcom to FC-BGA customers (after NVIDIA, AMD, Google, Amazon, Apple), supplying AI-accelerator substrates."

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