Apple Inc. (AAPL) Competitors & Peers

Apple = 89% of Cirrus Logic FY2025 net sales (87% FY24, 83% FY23); purchased through Apple's contract manufacturers (CRUS FY2025 10-K).

Goldman Sachs is the issuing bank for Apple Card — providing credit underwriting, customer service, and balance sheet for Apple's co-branded credit card.

Skyworks supplies key RF front-end modules, power amplifiers, and filters integrated into Apple's cellular hardware.

Apple Music is one of WMG's top three digital music accounts representing ~45% of Recorded Music revenue together with Spotify and YouTube (WMG FY2025 10-K).

Qorvo supplies RF filters, multiplexers, and antenna control solutions integrated into Apple's iPhone and iPad portfolios.

Qualcomm supplies discrete 5G baseband modem-RF systems to Apple under supply and licensing agreements.

Apple is Broadcom's largest customer, historically representing ~20-25% of Broadcom's net revenues.

Goertek is a key supplier of acoustic components and performs final assembly of audio wearables (AirPods) for Apple.

Own 10-K customer-concentration disclosure: AppleInc. = 69% of revenue.

Luxshare acts as a key final assembly partner for Apple's AirPods and Apple Watch, and has expanded its footprint into iPhone assembly.

Apple is a major customer of Qualcomm, accounting for 10% or more of consolidated revenues in FY2024.

Apple licenses Arm's instruction set architecture and core designs to develop its proprietary A-series and M-series chips under a long-term agreement extending beyond 2040.

LG Display supplies OLED screens for Apple iPhones and iPads.

TSMC fabricates Apple A-series + M-series + S-series silicon; Apple ~25% of TSMC revenue.

AppLovin relies on Apple's iOS ecosystem and App Store policies (including IDFA / SKAdNetwork) to deliver ads and measure attribution.

Apple is listed on the Nasdaq Stock Market (Global Select Market), paying Nasdaq annual listing fees and utilizing Nasdaq's corporate and investor relations services.

ASE provides packaging and testing services for Apple silicon chips.

Gen distributes Norton apps through the Apple App Store.

Apple + Google compete in mobile OS + search + AI.

Spotify + Apple Music compete in music streaming + ongoing EU DMA dispute.

Apple sources FBAR + WiFi/BT + Touch ID + wireless charging components from Broadcom (largest Broadcom customer at 32% of FY25 revenue).

Foxconn is Apple's largest iPhone + Mac contract manufacturer.

Qualcomm supplies modem (5G) + RF transceivers for iPhone (transition to in-house modem accelerating but Qualcomm remains primary supplier into 2027).

TSMC is the exclusive foundry partner fabricating Apple's custom-designed A-series and M-series silicon chips using advanced nodes (like 3nm).

SiTime is the exclusive MEMS oscillator supplier for Apple's in-house modem; Apple ~22% of SiTime FY2024 revenue per 10-K.

Sony is Apple's primary CMOS image-sensor supplier (iPhone main camera).

Samsung supplies OLED displays + memory + FOPLP for Apple.

Apple is Berkshire's single largest equity holding (~25% of public portfolio post-trim).

Masimo + Apple ongoing pulse-oximetry patent litigation (Apple Watch).

Apple is Teradyne's largest single customer (A-series + M-series SoC final test).

Apple is Teradyne's largest customer (A/M-series final test).

Globalstar provides satellite spectrum + service for iPhone Emergency SOS.

Apple + Microsoft compete in PC OS + productivity + AI.

Corning supplies Ceramic Shield + camera cover glass for iPhone.

Apple App Store handled ~30% of 2024 Robux revenue; Roblox pays up to 30% to Apple.

SK Hynix supplies LPDDR5X + NAND for iPhone + Mac.

Apple is TSMC's second largest customer, accounting for approximately 17% of total revenue in FY2025.

Qorvo supplies RF amplifiers + filters for iPhone.

Skyworks supplies RF front-end modules for iPhone.

Apple licenses Arm architecture instruction sets to design custom A-series and M-series processors for consumer electronics.

Navitas provides GaN charging chips for Apple product adapters.

Murata is Apple's largest MLCC + RF module supplier.

Zimmer Biomet's mymobility digital care management platform is built in partnership with Apple, integrating with Apple Watch and Apple Health to monitor patient recovery after joint replacement surgery.

Apple + Amazon compete in smart speakers + tablets + services.

Apple Pay integrated Affirm BNPL (Oct 2024) for Apple Pay merchants.

Sony supplies premium CMOS image sensors (CIS) used in iPhone camera systems.

Apple is one of Best Buy's largest vendor partners (Mac/iPad/iPhone/Apple Watch).

Apple App Store distribution and IAP processing — Match files antitrust complaints over commissions.

Corning is the exclusive provider of Gorilla Glass/Ceramic Shield cover glass for iPhones and Apple Watches.

Foxconn is Apple's primary final assembly partner, assembling a majority of Apple's flagship iPhone series at its facilities in Zhengzhou (China) and increasingly in India.