Qualcomm Technologies
HQ US35% share
Dominant 5G modem and Snapdragon SoC designer; fabless — TSMC fabricated; ~75% 5G chipset market share in Android premium; also makes RF front-end chips and auto processors
manufactured · input
Application Processor / SoC (A-series, Snapdragon)
System-on-chip integrating CPU, GPU, NPU, ISP, modem; Apple A-series (TSMC N3B/N3E) and Qualcomm Snapdragon 8 Gen 3 (TSMC N4P) dominant; MediaTek Dimensity for mid-range; ~$30-80 per unit
3
Source countries
4
Companies
1
Goods affected
0
Claims on record
What depends on it
Goods that need this input
1 essential American goods rely on application processor / soc (a-series, snapdragon) somewhere upstream in their supply chain.
Where it comes from
Source countries
Share of global supply, by country.
| Country | Share of supply |
|---|---|
| TWTaiwan | 88% |
| KRSouth Korea | 8% |
| USUnited States | 4% |
Who makes it
Supplier companies
4 companies produce application processor / soc (a-series, snapdragon).
MediaTek Inc.
HQ TW30% share
Taiwan-based fabless semiconductor company; world's #1 smartphone SoC supplier by unit volume (~30% global share). Dimensity 9000/9200/9300 for flagship Android; Helio G series for mid-range. Also dominant in smart TV chips, Wi-Fi, and Bluetooth. Fabless — exclusively uses TSMC and Samsung for manufacturing.
Apple Inc.
HQ US28% share
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.
Samsung Semiconductor(SSNLF)
HQ KR7% share
Integrated device manufacturer producing DRAM, NAND flash, and OLED panels. Second-largest foundry. Led global DRAM market until Q1 2025 when SK Hynix surpassed it.