4Mes·

Here are the most important chip suppliers for Apple's $AAPL (+1,48%)
iPhone 15 Pro.

An exciting overview with many well-known names. Bosch and $HY9H (-5,28%) are also represented.

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9 Commenti

immagine del profilo
Almost all of them are covered by this ETF:
MSCI Semiconductor: $CHIP. Apple is missing, of course.
However, this can be compensated for by other ETFs.
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immagine del profilo
Cool 😊 👍

$AVGO $NXPI $QCOM $TXN $SWKS in the savings plan 😁👍
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immagine del profilo
The European company should perhaps also be mentioned.
$STMPA

which is hardly ever mentioned as an Appel supplier.
But is mostly associated with e-mobility.
It has also suffered from stagnating sales of electric cars and lost profits last year.
The share price has moved sideways since then, but this should now change again due to rising profits.
As a result, st Micro should be valued favorably again and may be attractive for you.
1
immagine del profilo
Thanks for sharing. I had already introduced Hynix as an important Nvidia supplier.

With regard to the new generation of smartphones, the topic of saving energy and battery power, which is of course increased by AI-capable devices, is also exciting.

With a new, more economical OLED screen generation, an important Apple supplier is coming into play here.
Which of course also supplies other customers and also plays a role in notebooks and tablets.

$OLED
immagine del profilo
Well, the real shovel vendors are not shown on this chart 😂 the chart only highlights the immediate suppliers that contribute directly to the completion of the iPhone, but not the deep production steps and machine suppliers and this includes ASML in 1st place followed by TSMC, Samsung, Applied Materials, micron tech etc. What you see here are small fish
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