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Apple depends on five different companies for critical iPhone components — but only one of them is truly without an alternative in this graph. The rest, while major suppliers, are part of a diversification strategy that began years ago.
Every step is a real, documented dependency — not a generic list.
🧠 TSMC
TSMC manufactures virtually all of Apple's custom A-series and M-series chips at its most advanced nodes — the same sole-source dependency the semiconductors X-Ray shows industry-wide, from Apple's specific vantage point as one of TSMC's two largest customers. Apple accounted for about 17% of TSMC's 2026 revenue, down from roughly 22-25% in 2024-2025 as NVIDIA's AI-driven orders grew faster and overtook it for the top spot.
📺 Samsung Electronics
Samsung Display has been Apple's dominant OLED display panel supplier for iPhone for years, with LG Display serving as a real but smaller secondary source.
📡 Qualcomm
Qualcomm has supplied the majority of iPhone modem chips for years under a long-term agreement, though Apple has been developing its own in-house modems to reduce this dependency over time.
📶 Broadcom
Broadcom supplies RF front-end and wireless connectivity chips for the iPhone under a long-term supply agreement. In July 2026, Apple and Broadcom extended this deal through 2031 at a value of more than $30 billion, covering custom silicon and wireless components across multiple future iPhone generations — one of Apple's largest-ever supplier commitments.
📱 Finished iPhone
Press Play and watch the map build itself scene by scene — suppliers, customers, competitors, and a failure simulation, all straight from the real graph.
TSMC manufactures virtually all of Apple's custom A-series and M-series chips at its most advanced nodes — the same sole-source dependency the semiconductors X-Ray shows industry-wide, from Apple's specific vantage point as one of TSMC's two largest customers. Apple accounted for about 17% of TSMC's 2026 revenue, down from roughly 22-25% in 2024-2025 as NVIDIA's AI-driven orders grew faster and overtook it for the top spot.
Apple → Broadcom
Broadcom supplies RF front-end and wireless connectivity chips for the iPhone under a long-term supply agreement. In July 2026, Apple and Broadcom extended this deal through 2031 at a value of more than $30 billion, covering custom silicon and wireless components across multiple future iPhone generations — one of Apple's largest-ever supplier commitments.
Apple → Qualcomm
Qualcomm has supplied the majority of iPhone modem chips for years under a long-term agreement, though Apple has been developing its own in-house modems to reduce this dependency over time.
Apple → Samsung Electronics
Samsung Display has been Apple's dominant OLED display panel supplier for iPhone for years, with LG Display serving as a real but smaller secondary source.
The network map below is the real graph, not an illustration. Every node and every line is clickable.
👆 Click any company on the map to see what happens if it "fails", or click a connecting line to see the evidence behind it.
Pick a node to fail:
Select a node above, click one directly on the map, or just click "Show me an example."
Impact is marked "confirmed" only once every known alternative supplier for that component is also down. "Secondary" exposure flags a dependency edge with no known sole-source alternative. The dark-red nodes on the map are structural single points of failure in the graph itself — independent of whatever you simulate.
Counted directly from the graph — not an AI-generated score.
Apple (sole)
Apple
Apple
Apple
Apple
TSMC ↔ Samsung Electronics
TSMC and Samsung Foundry are the two leading providers of advanced-node contract chip manufacturing, both of which Apple has evaluated as chip suppliers.
A real business description, StockIQ's current score, and the latest real headlines for each company.
Apple
AAPL · Technology
51
C-
Apple Inc. is a technology company that designs, manufactures, and markets consumer electronics, personal computers, tablets, wearables, accessories, and related software and services. Its product ecosystem includes the iPhone, Mac, iPad, Apple Watch, AirPods, and a range of digital services such as app distribution, cloud storage, media streaming, and subscription offerings. Apple also serves enterprise, education, and public-sector customers through hardware, software, and device management solutions. The company is known for integrating hardware, software, and services into a connected ecosystem that supports device sales, recurring service revenue, and customer retention. Headquartered in Cupertino, California, Apple operates across major global markets and remains one of the most influential companies in consumer technology and digital services.
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Broadcom
AVGO · Information Technology
55
C
No description available.
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Foxconn (Hon Hai)
HNHPF
No score available
No description available.
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Qualcomm
QCOM · Information Technology
No score available
No description available.
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Samsung Electronics
SSNLF
No score available
No description available.
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TSMC
TSM · Technology
No score available
No description available.
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This is the fifth pilot of the X-Ray engine — a hand-curated, documented dependency graph for the smartphone (via Apple) supply chain only. Every relationship is backed by a well-known public industry fact; none of it was generated by AI. This information should not be considered investment advice.