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 16 · 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.
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