Apple — 供應鏈與商業關係
下方的每一段關係都源自公開公司申報文件中的逐字引用，點名了交易對手，並附有一鍵連結至原始文件。
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10 家供應商1 家競爭對手12 份來源申報文件
供應商（供應其產品或服務的公司）
申報於 2026-02-26 · 186 天前
“In 2025, 2024 and 2023, the Company’s largest customer, Apple, represented 17.7 %, 14.5 % and 12.3 % of consolidated net revenues”— STM 20-F，申報於 2026-02-26 EDGAR · 查看原始申報文件 ↗Apple 為 STMicroelectronics 之最大客戶，於 2025、2024 及 2023 年分別佔合併淨營收 17.7%、14.5% 及 12.3%。（以原文為準）
供應來自 ←
NVIDIA
申報於 2026-08-26 · 5 天前
“Revealed that NVIDIA GPUs with Confidential Computing are now used for confidential inference in Apple’s Private Cloud Compute.”— NVDA 8-K，申報於 2026-08-26 EDGAR · 查看原始申報文件 ↗
供應來自 ←
Broadcom
申報於 2026-07-06 · 56 天前
“Broadcom Inc. (“Broadcom”) and Apple Inc. (“Apple”) have agreed to expand their long-standing technology collaboration through 2031 by entering into new multi-year long-term agreements for Broadcom to develop and supply a range of custom ASIC silicon products for use in multiple generations of Apple products.”— AVGO 8-K，申報於 2026-07-06 EDGAR · 查看原始申報文件 ↗Apple 與 Broadcom 已同意擴大長期技術合作，Broadcom 將為 Apple 開發及供應客製 ASIC 矽產品。（以原文為準）
供應來自 ←
Cirrus Logic
申報於 2026-05-21 · 102 天前
“one end customer, Apple Inc., who purchased through multiple contract manufacturers”— CRUS 10-K，申報於 2026-05-21 EDGAR · 查看原始申報文件 ↗Cirrus Logic 的終端客戶 Apple 透過多家代工廠採購。（以原文為準）
供應來自 ←
Qorvo
申報於 2026-05-08 · 115 天前
“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.”— QRVO 10-K，申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗Qorvo 透過多家代工廠向 Apple 供貨，這些銷售在 2026 及 2025 會計年度分別佔其總營收 50% 及 47%。（以原文為準）
供應來自 ←
Kioxia
申報於 2026-03-31 · 153 天前
“なお、2026年３月期において、Appleグループの販売高が当社の連結売上収益の10％以上を占めており、これらの 販売先との関係性は米中貿易摩擦や米国における関税政策をはじめとする国際情勢に起因するものを含め、特に当社 グループの事業、経営成績及び財政状態に大きな影響を及ぼす可能性があります。”— Kioxia Holdings Corporation Annual securities report，申報於 2026-03-31 EDINET (日本法定有價證券報告書；引文為日文原文) · 查看原始申報文件 ↗Kioxia 表示 Apple 佔其 2026 年 3 月期合併銷售收入 10% 以上，雙方關係可能因美中貿易摩擦等國際情勢對 Kioxia 造成重大影響。（以原文為準）
供應來自 ←
Amkor
申報於 2026-02-20 · 192 天前
“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.”— AMKR 10-K，申報於 2026-02-20 EDGAR · 查看原始申報文件 ↗截至 2025 年 12 月 31 日止年度，對 Apple 的直接銷售佔 Amkor 淨銷售額的 29.8%。（以原文為準）
供應來自 ←
NXP
申報於 2026-02-19 · 193 天前
“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.”— NXPI 10-K，申報於 2026-02-19 EDGAR · 查看原始申報文件 ↗Apple 是 NXP 的十大終端客戶之一，部分透過經銷商供貨。（以原文為準）
供應來自 ←
Skyworks
申報於 2025-11-07 · 297 天前
“Our key customers include … Apple Inc. (“Apple”),”— SWKS 10-K，申報於 2025-11-07 EDGAR · 查看原始申報文件 ↗Apple 為 Skyworks 之主要客戶之一。（以原文為準）
供應來自 ←
Qualcomm
申報於 2025-11-05 · 299 天前
“Apple purchases our MDM (or thin modem) products”— QCOM 10-K，申報於 2025-11-05 EDGAR · 查看原始申報文件 ↗Apple 向 Qualcomm 購買 MDM（或精簡數據機）產品。（以原文為準）
競爭對手
相互競爭 ↔
Intel
申報於 2026-01-23 · 220 天前
“We also face significant competition from companies that design processors based on the ARM architecture, such as Apple with its M series products, Qualcomm with its Snapdragon products and MediaTek with its Kompanio products.”— INTC 10-K，申報於 2026-01-23 EDGAR · 查看原始申報文件 ↗Intel 面臨來自採用 ARM 架構設計處理器之公司的競爭，例如 Apple 及其 M 系列產品。（以原文為準）
公司公告
Apple 自身的申報／公告，取自本站檔案：美國 SEC 財報申報（8-K Item 2.02 與 6-K 業績報告）自 2025-07-22 起，另含涵蓋範圍內的台灣證券交易所重大訊息。並非完整申報歷史；主旨一律以原文原樣呈現。
June quarter records for total company revenue and EPS iPhone, Mac and Services revenue set new June quarter records CUPERTINO, CALIFORNIA — Apple ® today announced financial results for its fiscal 2026 third quarter ended June 27, 2026. The Company posted quarterly revenue of $109.4 billion, up 16 percent year over year.（申報原文節錄，以原文為準）顯示更多原文
Company gross margin was 50.1 percent, including a favorable impact of approximately 2 percentage points from tariff refunds. Diluted earnings per share was $2.02, up 29 percent year over year, and included a favorable impact of $0.11 from tariff refunds. “Today, Apple is proud to report our strongest June quarter ever, with double-digit revenue growth across iPhone, Mac and Services, and in every geographic segment,” said Tim Cook, Apple’s CEO. “At WWDC26, we were thrilled to introduce the all-new Siri AI, alongside all of Apple’s latest software innovations and important new child safety features.” “We are very pleased with our record business performance during the quarter, which set new June quarter records for both EPS and operating cash flow,” said Kevan Parekh, Apple’s CFO.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
March quarter records for total company revenue, iPhone revenue, and EPS Services revenue reaches new all-time high CUPERTINO, CALIFORNIA — Apple ® today announced financial results for its fiscal 2026 second quarter ended March 28, 2026. The Company posted quarterly revenue of $111.2 billion, up 17 percent year over year. Diluted earnings per share was $2.01, up 22 percent year over year.（申報原文節錄，以原文為準）顯示更多原文
“Today Apple is proud to report our best March quarter ever, with revenue of $111.2 billion and double-digit growth across every geographic segment,” said Tim Cook, Apple’s CEO. “iPhone achieved a March quarter revenue record, fueled by such extraordinary demand for the iPhone 17 lineup. During the quarter, Services achieved yet another all-time record, and we were excited to introduce remarkable new products to our strongest lineup ever.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
All-time records for total company revenue and EPS iPhone and Services revenue reach new all-time highs CUPERTINO, CALIFORNIA — Apple ® today announced financial results for its fiscal 2026 first quarter ended December 27, 2025. The Company posted quarterly revenue of $143.8 billion, up 16 percent year over year. Diluted earnings per share was $2.84, up 19 percent year over year.（申報原文節錄，以原文為準）顯示更多原文
“Today, Apple is proud to report a remarkable, record-breaking quarter, with revenue of $143.8 billion, up 16 percent from a year ago and well above our expectations,” said Tim Cook, Apple’s CEO. “iPhone had its best-ever quarter driven by unprecedented demand, with all-time records across every geographic segment, and Services also achieved an all-time revenue record, up 14 percent from a year ago. We are also excited to announce that our installed base now has more than 2.5 billion active devices, which is a testament to incredible customer satisfaction for the very best products and services in the world.” “During the December quarter, our record business performance and strong margins led to EPS growth of 19 percent, setting a new all-time EPS record,” said Kevan Parekh, Apple’s CFO.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
September quarter records for total company revenue, iPhone revenue and EPS Services revenue reaches new all-time high CUPERTINO, CALIFORNIA — Apple ® today announced financial results for its fiscal 2025 fourth quarter ended September 27, 2025. The Company posted quarterly revenue of $102.5 billion, up 8 percent year over year.（申報原文節錄，以原文為準）顯示更多原文
Diluted earnings per share was $1.85, up 13 percent year over year on an adjusted basis. 1 “Today, Apple is very proud to report a September quarter revenue record of $102.5 billion, including a September quarter revenue record for iPhone and an all-time revenue record for Services,” said Tim Cook, Apple’s CEO. “In September, we were thrilled to launch our best iPhone lineup ever, including iPhone 17, iPhone 17 Pro and Pro Max, and iPhone Air. In addition, we launched the fantastic AirPods Pro 3 and the all-new Apple Watch lineup.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
June quarter records for total company revenue, iPhone revenue and EPS Services revenue reaches new all-time high CUPERTINO, CALIFORNIA — Apple ® today announced financial results for its fiscal 2025 third quarter ended June 28, 2025.（申報原文節錄，以原文為準）顯示更多原文
The Company posted quarterly revenue of $94.0 billion, up 10 percent year over year, and quarterly diluted earnings per share of $1.57, up 12 percent year over year. “Today Apple is proud to report a June quarter revenue record with double-digit growth in iPhone, Mac and Services and growth around the world, in every geographic segment,” said Tim Cook, Apple’s CEO. “At WWDC25, we were excited to introduce a beautiful new software design that extends across all of our platforms, and we announced even more great Apple Intelligence features.” “We are very pleased with our record business performance for the June quarter, which generated EPS growth of 12 percent,” said Kevan Parekh, Apple’s CFO.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗