With supply chain veteran Sabih Khan stepping up as Apple's new COO, the tech giant is doubling down on operational excellence. This carefully curated collection features companies essential to Apple's global production pipeline, selected by expert analysts for their potential to benefit from this strategic leadership transition.
Published on July 9
Companies in this group aren't just suppliers, they're trusted partners in Apple's success story. With the new COO's 30-year supply chain expertise, these relationships are likely to strengthen, not weaken.
The smooth transition to an internal veteran reduces uncertainty and signals continued focus on operational excellence. This stability benefits the entire ecosystem of partners who've built their business around Apple's needs.
These companies support Apple's entire product pipeline, from chips to displays to assembly. As Apple expands into new categories like mixed reality and AI, these operational partners will be first in line to benefit.
Apple's appointment of Sabih Khan as COO signals a continued commitment to supply chain mastery. This collection focuses on the critical manufacturing partners and technology suppliers that power Apple's production pipeline, from chip fabricators to display manufacturers and assembly specialists.
These companies represent key pillars in Apple's ecosystem, providing essential components and services for product development and manufacturing. The leadership continuity reduces operational risk and strengthens the investment case for these deeply integrated suppliers.
This portfolio was carefully selected to include high-value manufacturing and technology partners central to executing Apple's future product roadmaps. As the world's most valuable company reinforces its operational strategy, these indispensable partners are positioned to benefit from long-term, stable relationships.
Concise interpretation and investor takeaways for the provided basket market capitalisation data.
TSM: $1.23T
AVGO: $1.62T
QCOM: $181.96B
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Here are a few of the assets in this group. Create an account to unlock the full list.
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
TSM
Current Price
$412.85
As the exclusive manufacturer of Apple's advanced A-series and M-series processors, TSMC is the most critical supply chain partner and will be central...
As the exclusive manufacturer of Apple's advanced A-series and M-series processors, TSMC is the most critical supply chain partner and will be central to the new COO's operational strategy.
BROADCOM INC
AVGO
Current Price
$365.26
Broadcom is a key supplier of essential wireless components, including radio frequency (RF) chips and Wi-Fi/Bluetooth modules, making it integral to i...
Broadcom is a key supplier of essential wireless components, including radio frequency (RF) chips and Wi-Fi/Bluetooth modules, making it integral to iPhone production.
QUALCOMM INC
QCOM
Current Price
$163.01
Qualcomm provides the critical 5G modem chips for iPhones, a high-value component that solidifies its role as a key partner in Apple's operational eco...
Qualcomm provides the critical 5G modem chips for iPhones, a high-value component that solidifies its role as a key partner in Apple's operational ecosystem.
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12 of 16 assets in this group are rated Buy by professional analysts.
