Wednesday, February 19, 2020

Apple (AAPL) suppliers

Ticker       Company name Mkt Cap
  1. CRUS     Cirrus Logic   1.93B ; Austin, Texas-based; Apple supplier; makes audio integrated circuits and microphones used in smartphones.  Apple represents 75% of company's revenue. That is the highest percentage among Apple suppliers, according to FactSet.
  2. SWKS    Skyworks Solutions   11.29B : Woburn, Mass.-based; The company makes radio frequency chips used in Apple's iPhone 6, Samsung's Galaxy GS5 as well as many other wireless devices.   Gets 40% of its revenue from Apple.
  3. AVGO    Broadcom  94.9B;  San Jose, California-based; top supplier to both Samsung and Apple.
  4. QRVO   Qorvo 3.72B: North Carolina; radio frequency (RF) solutions for mobile, infrastructure, and aerospace and defense applications.
  5. JBL    Jabil Circuit 3.84B: contract manufacturer; gets about 25% of its revenue from Apple. 
  6. LITE   Lumentum   3.11B
  7. OLED  Universal Display Corp.  4.109B; Ewing, N.J.-based  (Two new iPhones have OLED screens, all three with 3D sensing)
  8. QCOM Qualcomm    67.82B   makes most of its $22.3 billion sales from smartphones
  9. NXPI      NXP Semiconductors N.V.     22.5B: Netherlands-based; the world’s number one supplier for small-signal discretes; will supply the near field communications (NFC) module and secure element NFC booster chip. NFC is a set of standards for smartphones and other devices like the Apple Watch to establish radio communication with each other by touching them together or bringing them into close proximity, usually no more than a few centimeters.
  10. FNSR Finisar  2.52B   Sunnyvale, California
  11. MU  Micron Technology  37.824B  Boise, Idaho; memory and storage solutions
  12. AMAT  Applied Materials   31.55B  Santa Clara, California
  13. XLNX  Xilinx   22.28B  San Jose, California
  14. TXN   Texas Instruments  90.66B Dallas, Texas
  15. STM   STMicroelectronics  11.68B  Geneva, Switzerland
  16. KN Knowles Corporation 1.15B Itasca, Illinois
  17. GLW   Corning   23.59B  Corning, New York
  18. ADI   Analog Devices  31.55B  Norwood, Massachusetts
SMH VanEck Vectors Semiconductor ETF
    Apple suppliers' stocks:  (vol) https://finviz.com/screener.ashx?v=211&t=AAPL,CRUS,SWKS,QRVO,JBL,LITE,OLED,QCOM,NXPI,FNSR,MU,AMAT,XLNX,TXN,STM,KN,GLW,ADI,SMH&ta=0&o=-volume

    Acquisitions
    • NeoPhotonics (NYSE:NPTN); IPO 2 Feb 2011; acquired by Lumentum (LITE) (4 November 2021)
    • InvenSense (traded as NYSE:INVN ) acquired  by TDK Corporation for $13.00/share in cash  Dec. 2016.
    • ARM Holdings  (traded as Nasdaq: ARMH)  United Kingdom; Apple supplier; maker of chips used in smartphones;  acquired by SoftBank Group (SFTBY) for $31.4 bln (July 2016)
    • Broadcom Corp.  (traded as Nasdaq: BRCM) ; California-based; top supplier to both Samsung and Apple. Acquired by Singapore-based Avago Technologies (AVGO) for $37 billion in Feb 2016.  Avago took the Broadcom name after the acquisition. The ticker symbol AVGO that represented old Avago now represents the new merged entity. The Broadcom Corporation ticker symbol BRCM was retired.

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