Apple's smartphone sales in China surged by 23% in early 2026, defying a broader market decline. This resilience highlights Apple's superior supply chain control and pricing power amid rising memory chip costs, creating opportunities for its key suppliers.
Published on March 19
While the overall Chinese smartphone market shrank, Apple bucked the trend with a remarkable 23% sales jump in early 2026. That kind of momentum rarely goes unnoticed by investors — and neither do the companies supplying the parts to make it happen.
For every iPhone sold, dozens of specialist suppliers see a boost in orders. These are the behind-the-scenes companies that chip, screen, and assemble their way to profit — and right now, experts believe they're well-positioned to benefit.
This group was hand-selected by professional analysts specifically in response to Apple's China breakthrough. If you're curious about where the smart money is looking in consumer electronics, this is a great place to start.
Apple's smartphone sales in China jumped 23% in early 2026, even as the broader market shrank. By using smart pricing and e-commerce discounts, Apple captured market share from domestic rivals who were forced to raise prices due to rising memory chip costs. This resilience signals a meaningful shift in consumer electronics momentum, and the companies that help Apple build and deliver its devices stand to benefit significantly.
This group spans a range of companies across Apple's hardware ecosystem, including chip makers, display panel suppliers, component manufacturers, and electronics assembly specialists. These are not all household names, but they play essential roles behind the scenes. As Apple sells more iPhones, these suppliers typically see higher order volumes, which can drive stronger revenues. This theme is best understood as a way to gain exposure to Apple's growth through its broader supply chain.
Each stock in this group was carefully handpicked by professional analysts to reflect the key players most deeply embedded in Apple's manufacturing and distribution network. From the foundries producing Apple's custom chips to the companies supplying display drivers, RF components, and memory interfaces, these selections were made to capture the full breadth of beneficiaries from Apple's resurgence in China — not chosen at random, but chosen with purpose.
This basket's total market capitalisation is $2.90T and appears heavily weighted toward a few very large-cap holdings. That concentration generally anchors the basket toward stability and lower volatility.
TSM: $1.55T
ASML: $533.38B
QCOM: $139.21B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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On average, analysts expect assets in this group to grow 13.99% over the next year.
10 of 15 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+13.99%
