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Apple Inc.

AAPLleader

Apple designs and sells consumer electronics, software, and services. Its vertically integrated ecosystem of hardware, software, and services creates one of the most valuable technology platforms in the world.

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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($395.8B)

Datos estáticos (cargando finanzas en tiempo real…)

iPhone (52%)
Services (22%)
Mac (10%)
iPad (8%)
Wearables & Accessories (8%)

Composición de segmentos y clientes principales

Detalles del producto

iPhone52%

Flagship smartphone line driving the majority of hardware revenue

Mac & iPad18%

Personal computing hardware with Apple Silicon chips

Services22%

App Store, iCloud, Apple Music, Apple TV+, and Apple Pay platform revenues

Wearables & Accessories8%

Apple Watch, AirPods, Vision Pro, and other peripherals

Relaciones en la Cadena de Suministro

Proveedores Clave

Taiwan Semiconductor Manufacturing Company

A-series and M-series chip fabrication

Impacto: Critical — sole foundry for Apple Silicon

Broadcom Inc.

Wi-Fi and Bluetooth chipsets

Impacto: High — key wireless component supplier

Competidores

Microsoft Corporation

Personal computing platforms

Impacto: Major platform rival

Socios

googl

Default search engine agreement

Impacto: $20B+ annual licensing revenue

Contexto macro y de mercado

IT / 소프트웨어Noticias del sector

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

Próximos catalizadores

◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)◆Microsoft Build 컨퍼런스 (2026.05)◆CrowdStrike Fal.Con 2026 발표

Señales Institucionales

InstituciónAcciónValorTrimestreFecha de presentación
Berkshire Hathawayreducing$188M2025.122026-02-17↓
Berkshire Hathawayaccumulating$1.0B2025.122026-02-17↑
Berkshire Hathawayreducing$9M2025.122026-02-17↓
Berkshire Hathawayaccumulating$9.4B2025.122026-02-17↑
Berkshire Hathawayreducing$741M2025.122026-02-17↓
Berkshire Hathawayaccumulating$4.2B2025.122026-02-17↑
Berkshire Hathawayaccumulating$16.7B2025.122026-02-17↑
Berkshire Hathawayaccumulating$2.0B2025.122026-02-17↑
Berkshire Hathawayaccumulating$3.9B2025.122026-02-17↑
Berkshire Hathawayaccumulating$21.9B2025.122026-02-17↑
Berkshire Hathawayreducing$737M2025.122026-02-17↓
Berkshire Hathawayaccumulating$1.0B2025.122026-02-17↑
BlackRockaccumulating$6.3B2024.062024-08-13↑
BlackRockaccumulating$2.8B2024.062024-08-13↑
BlackRockaccumulating$2.9B2024.062024-08-13↑
BlackRockaccumulating$232M2024.062024-08-13↑
BlackRockaccumulating$444M2024.062024-08-13↑
BlackRockaccumulating$6.7B2024.062024-08-13↑
BlackRockaccumulating$3.0B2024.062024-08-13↑
BlackRockaccumulating$78.7B2024.062024-08-13↑
BlackRockaccumulating$66.4B2024.062024-08-13↑
BlackRockaccumulating$6.0B2024.062024-08-13↑
BlackRockaccumulating$7.7B2024.062024-08-13↑
BlackRockaccumulating$3.5B2024.062024-08-13↑
BlackRockaccumulating$5.8B2024.062024-08-13↑
BlackRockaccumulating$89M2024.062024-08-13↑
BlackRockaccumulating$21.4B2024.062024-08-13↑
BlackRockaccumulating$886M2024.062024-08-13↑
BlackRockaccumulating$560M2024.062024-08-13↑
BlackRockaccumulating$2.0B2024.062024-08-13↑
BlackRockaccumulating$608M2024.062024-08-13↑
BlackRockreducing$13M2024.062024-08-13↓
BlackRockaccumulating$148M2024.062024-08-13↑
BlackRockreducing$4M2024.062024-08-13↓
BlackRockaccumulating$5.0B2024.062024-08-13↑
BlackRockreducing$31M2024.062024-08-13↓
BlackRockreducing$4M2024.062024-08-13↓
BlackRockreducing$337K2024.062024-08-13↓
BlackRockaccumulating$105M2024.062024-08-13↑
BlackRockaccumulating$605M2024.062024-08-13↑
BlackRockreducing$42M2024.062024-08-13↓
BlackRockreducing$34M2024.062024-08-13↓
BlackRockreducing$3M2024.062024-08-13↓
BlackRockaccumulating$342M2024.062024-08-13↑
Vanguard Groupreducing$63K2025.122026-01-29↓
Vanguard Groupaccumulating$6.5B2025.122026-01-29↑
Vanguard Groupaccumulating$347.7B2025.122026-01-29↑
Vanguard Groupaccumulating$1.9B2025.122026-01-29↑
Vanguard Groupaccumulating$22.9B2025.122026-01-29↑
Vanguard Groupaccumulating$8.7B2025.122026-01-29↑
Vanguard Groupreducing$25M2025.122026-01-29↓
State Streetaccumulating$164.2B2025.122026-02-13↑
Wellington Managementaccumulating$18.2B2025.122026-02-17↑
Wellington Managementaccumulating$601M2025.122026-02-17↑
Wellington Managementaccumulating$246M2025.122026-02-17↑
Wellington Managementaccumulating$132M2025.122026-02-17↑
Wellington Managementaccumulating$142M2025.122026-02-17↑
Wellington Managementaccumulating$166M2025.122026-02-17↑
Wellington Managementaccumulating$1.0B2025.122026-02-17↑
Wellington Managementaccumulating$20M2025.122026-02-17↑
Wellington Managementaccumulating$436M2025.122026-02-17↑
FMR (Fidelity)accumulating$53.6B2025.122026-02-17↑
FMR (Fidelity)accumulating$12.2B2025.122026-02-17↑
FMR (Fidelity)accumulating$10.4B2025.122026-02-17↑
FMR (Fidelity)accumulating$1.1B2025.122026-02-17↑
FMR (Fidelity)accumulating$6.2B2025.122026-02-17↑
FMR (Fidelity)accumulating$138M2025.122026-02-17↑

Últimas noticias

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Análisis IA

Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de Apple Inc. impulsado por IA.

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Información de la Empresa

Sede Central

Cupertino, California, USA

Fundación

1976

Empleados

164,000+

Sitio Web

apple.com

Estado del sector — IT / 소프트웨어

Noticias del sector

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

Temas clave

  • •AI 에이전트 상용화 — Salesforce Agentforce·ServiceNow 수혜
  • •Microsoft Copilot M365 — 기업 시트 전환율 가속 (30% → 60%)
  • •사이버보안 AI 통합 — CrowdStrike·Palo Alto 플랫폼 공고화

Próximos catalizadores

  • ◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)
  • ◆Microsoft Build 컨퍼런스 (2026.05)