THE SEMICONDUCTOR ECONOMY INSIDE THE IPHONE 17 PRO
It's really wild to see how one $Apple(AAPL)$ iPhone 17 Pro is essentially a semiconductor economy in your pocket with 12 companies each capturing a different piece of the compute, connectivity, power, sensing and materials stack:
1.
$Taiwan Semiconductor Manufacturing(TSM)$ manufactures Apple's A19 Pro processor on its most advanced chipmaking technology turning Apple's chip designs into physical silicon at massive scale.
2.
$Broadcom(AVGO)$ supplies RF front end components and wireless charging technology (though Apple's new N1 chip displaced Broadcom as primary Wi-Fi & Bluetooth supplier this generation).
3.
$Corning(GLW)$ supplies cover glass and Ceramic Shield so essentially the material layer protecting the display and back panel.
4.
$Qualcomm(QCOM)$ supplies Snapdragon X80 modem in the Pro models which is the last generation before Apple's C2 takes over and reason it stayed is mmWave support that Apple's own C1X lacks.
5.
$STMicroelectronics NV(STM)$ supplies chips used around Face ID, cameras & power management helping Apple control sensors and photographic hardware.
6.
$NXP Semiconductors NV(NXPI)$ supplies connectivity controllers including NFC, secure payment hardware and USB Type C control helping iPhone communicate with accessories and contactless systems.
7.
$Cirrus Logic(CRUS)$ supplies audio and power chips that help drive the speakers, microphones and other audio functions while efficiently managing power delivery.
8.
$Texas Instruments(TXN)$ supplies analog and power chips used for battery charging, camera flash control and display power so basically managing how electricity moves through parts of the phone.
9.
$Analog Devices(ADI)$ supplies power conversion and charging chips that regulate voltage and make sure different parts of the phone receive right amount of electricity.
10.
$Sony(SONY)$ supplies CMOS image sensors, the physical light-capture hardware behind every camera on the phone.
11.
$Qorvo(QRVO)$ supplies RF front end modules that filter and amplify cellular signals so the phone can communicate efficiently across different frequency bands.
12.
$Skyworks Solutions(SWKS)$ supplies additional RF components used to strengthen and manage wireless signals between iPhone and cellular networks.
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