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Apple Inc. designs and sells consumer electronics (iPhone, Mac, iPad, Apple Watch, AirPods), software, and services. Manufacturing is almost entirely outsourced to contract assemblers in China (~75% of final assembly), India, and Vietnam.
No controlling shareholder — widely held; GLEIF (LEI HWUPKR0MPOU8FGXBT394, checked 2026-08-29) shows an ISSUED record with parent_reported: false. Apple's own FY2026 proxy statement (DEF 14A) lists only these two holders as beneficially owning more than 5% of common stock as of the Jan 2, 2026 table date — every other large institutional holder (State Street, Fidelity/FMR, Berkshire Hathaway, etc.) falls below the 5% SEC disclosure threshold at that date. No dossier exists in this corpus for Vanguard or BlackRock, so parent_slug is not set (also not applicable — Apple is not a subsidiary of either).
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 supplier. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Apple's own annual Supplier List (published Apr 2024, representing 98% of Apple's direct spend on materials, manufacturing and assembly) names Hon Hai Precision Industry Co., Ltd. as a supplier with final-assembly facilities in China, India, Vietnam and the US. The 98% figure covers the whole list, not Hon Hai individually -- no per-supplier share is disclosed.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
13 other tracked dossiers name this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 984 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
Re-checked 2026-09-26: MacRumors quotes TrendForce that Apple orders are about 16-17% of K2 utilization and that halting K2 in August could disrupt short-term supply of oxide LCD panels for some MacBook and iPad models. Sharp plans to halt production there in August 2026. No dollar figure or company-wide revenue share found.
Apple's own newsroom names TDK as a longtime supplier joining Apple's American Manufacturing Program, to manufacture TMR (tunnel magnetoresistance) sensors — used for iPhone camera stabilization — at a new US facility for the first time; part of a $400M program spanning four new partners (TDK, Bosch, Cirrus Logic, Qnity Electronics) through 2030. Apple discloses no volume or revenue-share figure specific to TDK. TDK's own press release on the same announcement (tdk.com/en/news_center/press/20260327_01.html) returns HTTP 403 to this VPS and was not independently re-fetched this pass.
Reported as an 'iPhone parts maker' supplying Apple; Murata has appeared on Apple's own published supplier list in past fiscal years per industry reporting. Could not confirm against Apple's current supplier-list PDF this pass (fetch attempts 404'd / returned no supplier names). No share_pct or dollar value disclosed.
Wikipedia (citing 2019 reporting) describes Apple as ams AG's largest client at the time, for 3D-sensing (VCSEL/structured-light) components later extended to Android OEMs. Dated (pre-OSRAM-merger) and not ams-OSRAM's own current disclosure; recorded because it is the only named-customer fact findable this pass -- treat as historical, not a confirmed current relationship.
Rest of World reporting identifies the Sriperumbudur and Devanahalli plants as iPhone final-assembly sites for Apple, producing for US and export markets; exact share of Apple's global assembly volume is not stated in the source.
LG Innotek's semi-annual filing discloses a single customer at 77.9% of H1 2026 revenue without naming it; industry press (citing the filing) identifies the customer as Apple based on LG Innotek's role as iPhone camera-module supplier. The filing itself does not name Apple.
10-K FY2026: sales to end-customer Apple Inc., made through multiple contract manufacturers, approximated 50% of total revenue in FY2026 (47% in FY2025). Samsung Electronics separately accounted for ~10% of total revenue in both years (not itemized as a separate row here).
10-K FY2025: Apple, through sales to multiple distributors and contract manufacturers for smartphones, tablets, computers, watches, and other devices, constituted more than 10% of net revenue. Exact percentage not disclosed.
ST FY2025 Form 20-F (SEC) tags Apple as a customer-concentration risk for 2025. The percentage of revenue was not readable in the re-check; a 17.7% figure appears only in analyst reporting (Banca Akros, May 2026), so no share is stated here. Refresh 2026-09-29: ST sells chips (components), not silver; no route stated, so no corridor is credited.
Press reporting identifies Apple as the key customer whose decision to shift AirPods rechargeable-button-cell sourcing to China precipitated VARTA's July 2026 insolvency filing; not confirmed by VARTA's own disclosure.
$500m multi-year agreement announced 2025-07-15 for US-made Fort Worth magnets from 100%-recycled feedstock, with a new recycling line at Mountain Pass; ~$200m prepaid. Shipments expected to begin 2027 — a forward commitment with nothing shipped yet, so it is revenue-relevant only from 2027. (Re-checked 2026-08-21: date, amount, feedstock and 2027 timing confirmed against MP's own release; prepayment split not independently re-confirmed this pass.)
UBI Research unit-shipment figures reported via OLED-Info (2025-08-29): Samsung Display shipped 124 million OLED panels to Apple in 2024 versus LG Display's 67.5 million and BOE's 43 million — a computed 52.9% unit share, not a company-disclosed percentage. Neither Samsung nor Apple names the other or discloses a per-customer percentage directly; Samsung's own 2025 Sustainability Report states only that the Americas (where Apple is based) is 45.6% of Display-segment revenue, an aggregate that is NOT a per-customer share and is not used as one here. (Trade-pairs refresh 2026-09-29: OLED display panels are a finished component, not trade in any raw material; no plant-to-plant route is stated, so no corridor is credited.)
DIFFERENT BASIS from the 2024 row above — not a directly comparable vintage pair, so no delta is claimed. The 2024 figure is a unit-count share computed from raw shipment totals; this 2025 figure is Samsung's residual (100% − LG Display 30.3% − BOE 16.4%) because UBI/Display Daily reported LG's and BOE's shares directly but stated Samsung's absolute 2025 unit volume was not publicly disclosed. The residual is arithmetic on two disclosed percentages, not an invented number, but it inherits any imprecision in those two figures and assumes no fourth supplier. Confirms Samsung remained the largest of the three suppliers through 2025. (Trade-pairs refresh 2026-09-29: OLED display panels are a finished component, not trade in any raw material; no plant-to-plant route is stated, so no corridor is credited.)
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a dysprosium, terbium or samarium material exposure directly — A61 §1(2) names Dy/Tb-containing NdFeB and SmCo magnets by element.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇺🇸 US accounts for 32% of severity-weighted pressure. Regulatory focus shifted from 🇺🇸 US to 🇨🇦 CA in 2026Q3.