Apple's recent record-breaking revenue highlights the success of its strategic supply chain diversification. This creates a compelling investment opportunity in the key component and manufacturing partners that are essential to Apple's production ecosystem.
Published on August 1
With Apple's $94.04 billion quarterly revenue beating expectations, these supply chain partners are positioned to benefit directly from increased production demands and sustained iPhone momentum.
These aren't just any tech companies - they're the critical manufacturers and suppliers that Apple depends on for semiconductors, components, and assembly services to keep iPhones flowing to market.
Apple's supply chain diversification strategy creates opportunities for multiple partners across different regions, reducing single-point risks while opening doors for growth across the ecosystem.
Apple's record-breaking $94.04 billion quarterly revenue, driven by strong iPhone 16 sales, creates a powerful ripple effect throughout its supply chain. As Apple ramps up production to meet sustained demand, the companies that manufacture semiconductors, camera modules, and provide assembly services are positioned to benefit directly from this success.
This group focuses on the essential but often overlooked partners in Apple's manufacturing ecosystem. These companies range from advanced semiconductor manufacturers to component suppliers, all playing critical roles in bringing iPhones to market. Their fortunes are closely tied to Apple's continued market leadership and production needs.
Each company in this group has been handpicked by professional analysts based on their integral role in Apple's supply chain diversification strategy. These aren't random tech stocks - they're the specific manufacturers and suppliers that Apple relies on to maintain its production capabilities and meet global demand.
Parsed market capitalisation breakdown for the basket named 'Powering The iPhone: Apple's Supply Chain Partners'. Includes total market cap and constituent market caps.
TSM: $1.23T
ASML: $400.56B
LRCX: $182.63B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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13 of 16 assets in this group are rated Buy by professional analysts.
