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16 handpicked stocks

Powering The iPhone: Apple's Supply Chain

Following Apple's record-breaking revenue announcement, there's a clear investment opportunity in the companies that form its extensive global supply chain. This theme focuses on the key suppliers of components for the iPhone and Mac, who are poised to benefit from the tech giant's continued growth and production demands.

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Author avatar

Han Tan | Market Analyst

Updated today | Published at Aug 3

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

TSM

Taiwan Semiconductor Manufacturing Co.

TSM

Current price

$235.21

Taiwan Semiconductor Manufacturing Company is Apple's primary chip manufacturer, producing the advanced processors that power iPhones and Macs.

ASML

ASML Holding NV

ASML

Current price

$689.82

ASML provides the cutting-edge lithography equipment essential for manufacturing the sophisticated chips used in Apple devices.

SWKS

Skyworks Solutions Inc.

SWKS

Current price

$67.69

Skyworks Solutions supplies critical radio frequency and connectivity components that enable wireless communication in Apple products.

About This Group of Stocks

1

Our Expert Thinking

Apple's record-breaking revenue growth since 2021, driven by exceptional iPhone and Mac sales, creates a ripple effect throughout its global supply chain. As Apple ramps up production to meet strong consumer demand, the companies that provide critical components - from semiconductors to display technologies - are positioned to receive increased orders and benefit from this sustained growth momentum.

2

What You Need to Know

This group focuses on companies across Apple's technology value chain, providing everything from advanced processors and memory chips to assembly services and software solutions. These suppliers have proven their ability to meet Apple's exacting standards and scale requirements, making them integral partners in bringing premium devices to market whilst navigating global economic uncertainties.

3

Why These Stocks

Each company in this selection has been handpicked based on their strategic importance to Apple's supply chain and their potential to benefit from increased production demands. These aren't random tech stocks - they're the essential partners that power the iPhone ecosystem, carefully chosen by professional analysts for their direct exposure to Apple's continued success.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+41.05%

Group Performance Snapshot

41.05%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 41.05% over the next year.

12 of 16

Stocks Rated Buy by Analysts

12 of 16 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🚀

Riding Apple's Growth Wave

With Apple posting its strongest revenue growth since 2021, these supply chain partners are positioned to benefit directly from increased production orders and sustained demand for premium devices.

🔗

Essential Partners, Not Optional

These aren't just any tech companies - they're the critical links in Apple's supply chain that make the iPhone possible, from advanced chips to precision assembly services.

📈

Proven Track Record

Each company has demonstrated the ability to meet Apple's exacting standards and scale requirements, making them trusted partners in one of the world's most successful product ecosystems.

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