Watchlist
Apple iPhone 15 Chip Suppliers
The 11 publicly traded chip suppliers inside an iPhone 15 Pro, mapped to the three boards they sit on (Logic / Memory / Radio Frequency). Sourced from Quartr's teardown infographic of the device. Apple-revenue concentration matters here: CRUS is ~80% Apple-dependent, SWKS ~55%, QRVO ~30%, while diversified names like QCOM/AVGO/TXN have Apple as one of many customers. Useful for read-throughs from iPhone unit-volume data into single-name supplier earnings.
source: tweet-investmentbook1-2026-05-03
Aligns with the AI Compute Accelerators bubble2/11Hypothetical· equal-weight buy at inception, mark-to-market today
May 3 → Jul 1 · 10/11 picks · equal-weight1 · Logic Board
5 picks2 · Memory Board
2 picks3 · Radio Frequency Board
4 picksFrequently asked questions
- What stocks are in the Apple iPhone 15 Chip Suppliers watchlist?
- The Apple iPhone 15 Chip Suppliers watchlist tracks 11 tickers on QuantAbundancia: HXSCL, CRUS, TXN, RNECF, STM, KIOXY, NXPI, QCOM, AVGO, SWKS, plus 1 more.
- What is the Apple iPhone 15 Chip Suppliers watchlist?
- The 11 publicly traded chip suppliers inside an iPhone 15 Pro, mapped to the three boards they sit on (Logic / Memory / Radio Frequency). Sourced from Quartr's teardown infographic of the device. Apple-revenue concentration matters here: CRUS is ~80% Apple-dependent, SWKS ~55%, QRVO ~30%, while diversified names like QCOM/AVGO/TXN have Apple as one of many customers. Useful for read-throughs from iPhone unit-volume data into single-name supplier earnings.
Related research
·7 min read
Cerebras (CBRS) - inférence à l'échelle du wafer, fast-track S&P 500 et les 86 % de concentration émirienne
·9 min read
Portefeuille Trump T1 2026 : ce que les filings OGE ont réellement divulgué
·7 min read
SK Telecom (SKM): not the SK Hynix backdoor everyone thinks - what you're actually buying
·16 min read
The SK Group, fully mapped - the chaebol behind the AI memory supercycle