CUPERTINO, CA – With Apple becoming a $1 trillion company in its latest quarter, according to reports, its supply chain is getting extra attention.

It is estimated some 20 to 25% of Jabil Circuit’s revenue comes from Apple, particularly the iPhone and iPad casings. The company said its DMS segment would bring in $2.2 billion in the August quarter, flat with the same quarter last year, according to RBC Capital Markets tech analyst Amit Daryanani.

Amphenol can attribute an estimated 7 to 8% of its sales to Apple, including iPhone and iPad antenna and connectors. The company’s Mobile Devices segment grew “27% year-over-year in June quarter and guided the September quarter to increase significantly quarter-over-quarter. For the full-year calendar year 2018, Amphenol expects Mobile Devices to increase mid-to-high teens," said Daryanani.

Twenty-five percent of Broadcom’s sales are from Apple, with the firm supplying RF components, connectivity combo chips, touch controllers and wireless charging components in iPhone 8/8+.

Less than 10% of Analog Devices’ sales can be attributed to Apple. The firm’s “Consumer segment decreased 17% quarter-over-quarter.” Content includes 3D Touch/Force Touch processors and a dual-camera processor.

Apple has roughly 20% of global NAND and mid to single digits of global DRAM, says Daryanani. Key memory suppliers include Samsung, SK Hynix, Micron, and Western Digital.

Register now for PCB WEST, the leading trade show for the printed circuit design and electronics manufacturing industry! Coming Sept. 11-13 to the Santa Clara Convention Center.

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