tradeval
AAPL

Who Apple buys from and sells to

Designs iPhones, Macs and services; outsources the silicon to TSMC and nearly all assembly to contract makers in Asia.

Sells to 6

Where the chain could break

  • Every A and M series chip comes from TSMC fabs, most of them in Taiwan
  • Assembly is concentrated in China and India, exposed to US tariffs on both
  • Google's search payment is high-margin services revenue that antitrust remedies could cut

Competes with

  • AlphabetGOOGLAndroid and Pixel, and a search payment that funds both
  • Samsungpremium Android phones
  • Huaweipremium phones in China

Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.

Sources (2)