Producer
Apple Inc.
Apple Inc. (Nasdaq: AAPL; founded 1976) designs its own custom silicon (A-series iPhone SoCs, M-series Mac/iPad chips, S-series Apple Watch) but outsources all fabrication to TSMC Taiwan. Apple A18 (iPhone 16) and Apple M4 (MacBook Pro, iPad Pro) are both manufactured on TSMC N3E in Taiwan. Apple has historically been TSMC's largest customer by revenue, secured a majority of TSMC's early N2 capacity for M6/A19 chips. Revenue: $395B (FY2024). Apple is the world's largest consumer of advanced logic wafers by unit volume. Apple's strategic position in AI (Apple Intelligence) is entirely dependent on Taiwan-sourced silicon. Apple has publicly expressed support for CHIPS Act domestic manufacturing but all iPhone-generation chips remain Taiwan-sourced.
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Stories
What they make
1 input Apple Inc. supplies
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Goods downstream
Essential goods that depend on something Apple Inc. makes — pick one to see the full supply chain.
What else they do
Business segments
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iPhone (A-series SoC)
52%Services (App Store, iCloud, Apple Pay)
22%Wearables & Accessories
10%Mac (M-series SoC)
8%iPad (M-series/A-series)
6%Other Products
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Intelligence
What's known
Sourced claims about this company's role in supply chains — chokepoints, concentration, incidents, dual-use connections.
Did you know2024
Apple Watch is classified as a medical device in several markets (FDA cleared its ECG feature in 2018, fall detection and atrial fibrillation notifications have received CE and FDA clearances). The same Apple Watch S-series chips that power a wearable fashion/fitness accessory also enable cardiac rhythm monitoring, blood oxygen measurement, and emergency fall detection that save lives. Apple is simultaneously a consumer electronics company (tracked in tech supply chains) and a regulated medical device manufacturer (tracked in healthcare technology supply chains) through the same hardware platform. Apple Research app data from Apple Watch users has been used in FDA-accepted heart studies — making Apple's consumer electronics supply chain integral to medical research infrastructure.
Apple Inc ↗Origin2008
Apple became a chip designer through its 2008 acquisition of P.A. Semi, a fabless chip design startup, for ~$278 million. Steve Jobs wanted custom ARM-based silicon to reduce Apple's dependence on Samsung (which was simultaneously Apple's chip manufacturer and its primary smartphone competitor). The first Apple-designed chip was the Apple A4 in the original iPad (2010), manufactured by Samsung at 45nm. Apple subsequently migrated A-series fabrication to TSMC starting in 2014 (A8, 20nm), eventually making Apple TSMC's largest single customer (~25% of TSMC revenue) for the most advanced available semiconductor nodes.
Apple Inc ↗