Amkor TechnologyAMKR
Packaging (OSAT) · Supplier
“Direct sales to Apple and Qualcomm accounted for 29.8% and 11.1% of our net sales, respectively, for the year ended December 31, 2025.”
EvidInvest Supply Chain Intelligence
AAPL · Hyperscalers / Cloud · consumer_electronics
Companies that supply Apple Inc., from incoming 'supplies' edges and disclosed customer-of relationships.
Packaging (OSAT) · Supplier
“Direct sales to Apple and Qualcomm accounted for 29.8% and 11.1% of our net sales, respectively, for the year ended December 31, 2025.”
IP / Architecture · Supplier
“Established in 1990, Arm began as a joint venture between Acorn Computers, Apple Computer, and VLSI Technology.”
Optical / Photonics · Supplier
“We collaborated with Apple to deliver durable glass with infused color for the back of Apple's iPhone 15 and iPhone 15 Plus devices. These devices also feature Ceramic Shield, a highly transparent, color-free glass-ceramic”
Other · Supplier
“Our 10 largest end customers, some of whom are supplied by distributors, in alphabetical order, are Apple, Aptiv, Aumovio, Bosch, Denso, Harman Auto, Hyundai, LGE Automotive, Samsung and Visteon.”
Other · Supplies
“Substantially all of the Company's hardware products are manufactured by outsourcing partners that are located primarily in China mainland, India, Japan, South Korea, Taiwan and Vietnam.”
Other · Supplies
“A significant majority of the Company's manufacturing is performed in whole or in part by outsourcing partners located primarily in China mainland, India, Japan, South Korea, Taiwan and Vietnam.”
Other · Supplies
“A significant majority of the Company's manufacturing is performed in whole or in part by outsourcing partners located primarily in China mainland, India, Japan, South Korea, Taiwan and Vietnam.”
Other · Supplies
“A significant majority of the Company's manufacturing is performed in whole or in part by outsourcing partners located primarily in China mainland, India, Japan, South Korea, Taiwan and Vietnam.”
Other · Supplies
“A significant majority of the Company's manufacturing is performed in whole or in part by outsourcing partners located primarily in China mainland, India, Japan, South Korea, Taiwan and Vietnam.”
Other · Supplies
“A significant majority of the Company's manufacturing is performed in whole or in part by outsourcing partners located primarily in China mainland, India, Japan, South Korea, Taiwan and Vietnam.”
Other · Supplier
“We provide products to our largest end customer, Apple Inc. ("Apple"), through sales to multiple contract manufacturers, which in the aggregate accounted for 50% and 47% of total revenue in fiscal years 2026 and 2025, respectively.”
Chip Designers · Supplier
“In fiscal 2025, revenues from Apple, Samsung and Xiaomi each comprised 10% or more of our consolidated revenues.”
Other · Supplies
“Samsung DART 사업보고서: major customers (주요 매출처) include Apple, Qualcomm, Verizon, Deutsche Telekom, Best Buy.”
Other · Supplier
“During fiscal 2025, fiscal 2024, and fiscal 2023, Apple, through sales to multiple distributors, contract manufacturers, and direct sales for multiple applications... in the aggregate accounted for 67%, 69%, and 66% of the Company's net revenue, respectively.”
Other · Supplies
“As of September 27, 2025, the Company had two vendors that individually represented 10% or more of total vendor non-trade receivables, which accounted for 46% and 23%.”
Other · Supplies
“As of September 27, 2025, the Company had two vendors that individually represented 10% or more of total vendor non-trade receivables, which accounted for 46% and 23%.”
Companies that buy from Apple Inc., from outgoing 'supplies' edges and disclosed customer-of relationships.
Hyperscalers / Cloud · Customer of
“the Company earns revenue from licensing arrangements with Google LLC ("Google") and other companies to offer their search services on the Company's platforms and applications, and certain of these arrangements are currently subject to government investigations and legal proceedings.”
Other · Customer of
“The Company's third-party cellular network carriers accounted for 34% and 38% of total trade receivables as of September 27, 2025 and September 28, 2024, respectively.”
Other · Supplied by
“Our device portfolio includes 5G models from Apple, Google and Samsung”
Hyperscalers / Cloud · Supplied by
“Apple made certain changes to its products and data use policies in connection with changes to its iOS operating system that reduce our and other iOS developers' ability to target and measure advertising.”
Other · Customer of
“As of September 27, 2025, the Company had one customer that represented 10% or more of total trade receivables, which accounted for 12%.”
Partnerships, IP licensing, competition, investments, and manufacturing relationships.
Packaging (OSAT) · Packages at
“Amkor Arizona packaging for Apple”
IP / Architecture · Licenses IP from
“Apple Silicon Arm-based”
Foundry · Fabs at
“~18% of TSMC 2026 revenue (~$27B)”