What is a COO and why does Apple's new appointment matter for investors?

A Chief Operating Officer (COO) oversees a company's day-to-day operations, including supply chain, manufacturing, and logistics. Apple's appointment of Sabih Khan, a 30-year supply chain veteran, signals continued commitment to operational excellence. This matters for investors because Apple's ability to produce complex products at massive scale is a key competitive advantage, directly impacting its profitability and the success of its supplier partners represented in this stock group.

What is a semiconductor foundry and why are companies like TSMC important?

A semiconductor foundry is a specialized factory that manufactures chips designed by other companies. TSMC (Taiwan Semiconductor Manufacturing Company) is the world's largest dedicated foundry and exclusively produces Apple's advanced processors. This relationship is critical because Apple designs its own chips but relies on TSMC's manufacturing expertise to bring them to life, making TSMC an essential partner in Apple's product development cycle.

How does Apple's supply chain strategy impact the companies in this group?

Apple maintains a tightly controlled global supply chain with carefully selected partners who meet their exacting standards for quality, scale, and innovation. Companies in this group have earned Apple's trust and secured long-term relationships, which typically means steady, high-volume business. When Apple strengthens its operational focus under new leadership, these established partners often benefit from increased orders, technological collaboration, and stability in their business forecasts.

What does "Potential Profit %" mean in the stock cards?

"Potential Profit %" represents the estimated percentage return a stock might generate based on analyst price targets and market consensus. It's calculated as the difference between the current stock price and the average predicted future price, expressed as a percentage. This gives you a quick way to gauge how much growth experts believe might be possible, though remember that all investments carry risk and actual returns may vary significantly from these projections.

What are OLED screens and why do companies that make them appear in this group?

OLED (Organic Light Emitting Diode) screens are advanced display technologies that produce brighter colors, deeper blacks, and use less power than traditional screens. Apple uses OLED screens in its flagship iPhones, making suppliers like LG Display (LPL) and companies like Universal Display (OLED) that own critical OLED technology patents important partners in Apple's supply chain. As Apple continues to focus on premium product experiences, these display partners remain essential to its operational strategy.

16 handpicked stocks

Apple's New Operations Era

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.

Han Tan | Market Analyst

Updated 2 days ago | Published at juillet 9