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

1 · Logic Board

5 picks

#1
HXSCLSK Hynix Inc. (ADR)
SK Hynix — 8GB LPDDR5 DRAM. Single largest memory line on the logic board. Korea OTC ADR.
$650.00last
#2
CRUSCirrus Logic, Inc.
Cirrus Logic — audio codec on logic board + 2x audio amplifiers. Also supplies the audio amp / logic power converter on the memory board. ~80% Apple-revenue concentration — purest iPhone-cycle play.
$167.69last
#3
TXNTexas Instruments Incorporated
Texas Instruments — USB interface / PMIC on logic board + AMOLED display power supply on memory board. Diversified analog name; iPhone is one of many sockets.
$289.44last
#4
RNECFRenesas Electronics Corp. (ADR)
Renesas — multiple power management ICs on the logic board (3x in the teardown). OTC ADR; home listing is 6723.T (Tokyo).
—last
#5
STMSTMicroelectronics N.V.
STMicroelectronics — power management IC on logic board. Long-standing Apple sensor + PMIC supplier across the iPhone family.
$57.95last

2 · Memory Board

2 picks

#1
KIOXYKioxia Holdings Corporation (OTC ADR)
Kioxia — 256GB NAND flash memory. Largest single storage component in the device. OTC ADR; Tokyo home listing 285A.T (post-IPO).
—last
#2
NXPINXP Semiconductors N.V.
NXP — NFC controller + secure element. Apple Pay / digital car-key / transit pass plumbing.
$303.55last

3 · Radio Frequency Board

4 picks

#1
QCOMQUALCOMM Incorporated
Qualcomm — Snapdragon X70 5G modem + envelope tracker + RF PMIC. The biggest single bill-of-materials line on the RF board; Apple modem in-housing watch is the swing factor.
$192.57last
#2
AVGOBroadcom Inc.
Broadcom — multiple FEMs (AFEM-8245, AFEM-8234) + FBI RF transceiver on RF board + wireless charging receiver on logic board. Spans 3 boards in the teardown.
$425.44last
$336fib
+26.6%vs fib