Who supplies Apple, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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Supply Chain & Partner Read-Through EngineActive
Proactive revenue read-through alerts whenever Apple files 8-Ks, announces contracts, or beats guidance.
28 companies with a disclosed relationship to Apple
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Components (8) | ||||||||||
| CRUS | Audio codecs and power | supplier | - | - | - | - | - | 71 | 20% exp79 | |
| QCOM | Modems, being displaced by in-house designs | supplier | - | - | - | - | - | 28 | 20% exp79 | |
| STM | Sensors and time-of-flight | supplier | - | - | - | - | - | 20 | 15% exp77 | |
| QRVO | RF front-end | supplier | - | - | - | - | - | 6 | 15% exp77 | |
| ADI | Analog and sensing | supplier | - | - | - | - | - | 3 | 15% exp77 | |
| TXN | Analog and power management | supplier | - | - | - | - | - | 3 | 15% exp77 | |
| AVGO | RF front-end and wireless connectivity | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| SWKS | RF front-end | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Channel & Distribution (4) | ||||||||||
| VZ | Carrier device subsidies and distribution | customer | - | - | - | - | - | 24 | 15% exp77 | |
| TMUS | Carrier device subsidies and distribution | customer | - | - | - | - | - | 4 | 15% exp77 | |
| AMZN | Retail channel and cloud competitor | partner | - | - | - | - | - | 3 | 15% exp77 | |
| T | Carrier device subsidies and distribution | customer | - | - | - | - | - | 3 | 15% exp77 | |
| Payments (3) | ||||||||||
| JPM | Apple Card issuing | partner | - | - | - | - | - | 14 | 15% exp77 | |
| V | Apple Pay rails | partner | - | - | - | - | - | 2 | 15% exp77 | |
| MA | Apple Pay rails | partner | - | - | - | - | - | 1 | 15% exp77 | |
| Contract Manufacturing (2) | ||||||||||
| JBL | Enclosures and mechanical assembly | supplier | - | - | - | - | - | 45 | 20% exp79 | |
| FLEX | Contract manufacturing | supplier | - | - | - | - | - | 6 | 15% exp77 | |
| Optics & Interconnect (2) | ||||||||||
| COHR | VCSELs for depth sensing | supplier | - | - | - | - | - | 23 | 15% exp77 | |
| LITE | Lasers for 3D sensing | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Design Software (2) | ||||||||||
| SNPS | Chip design software and IP | supplier | - | - | - | - | - | 10 | 15% exp77 | |
| CDNS | Chip design software and IP | supplier | - | - | - | - | - | 8 | 15% exp77 | |
| Memory & Storage (2) | ||||||||||
| MU | DRAM and NAND | supplier | - | - | - | - | - | 2 | 15% exp77 | |
| SNDK | NAND flash | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Materials (1) | ||||||||||
| GLW | Cover glass and optical components | supplier | - | - | - | - | - | 8 | 15% exp77 | |
| Partners (1) | ||||||||||
| GOOGL | Default search placement payments; Android competitor | partner | - | - | - | - | - | 5 | 15% exp77 | |
| CPU & IP (1) | ||||||||||
| ARM | CPU architecture license behind Apple Silicon | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Foundry (1) | ||||||||||
| TSM | Fabricates A-series and M-series silicon | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Competitor (1) | ||||||||||
| MSFT | Personal computing and productivity | competitor | - | - | - | - | - | 38 | 20% exp79 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.