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Apple Inc.
AAPLleaderApple 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.
Продукты и выручка
Доля выручки продукта
Структура выручки ($395.8B)
Статические данные (загрузка финансов…)
iPhone (52%)
Services (22%)
Mac (10%)
iPad (8%)
Wearables & Accessories (8%)
Структура сегментов и ключевые клиенты
Подробности продукта
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
Связи цепочки поставок
Ключевые поставщики
Макро- и рыночный контекст
IT / 소프트웨어Новости сектора
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
Предстоящие катализаторы
◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)◆Microsoft Build 컨퍼런스 (2026.05)◆CrowdStrike Fal.Con 2026 발표
Институциональные сигналы
| Институт | Действие | Стоимость | Квартал | Дата подачи |
|---|---|---|---|---|
| Berkshire Hathaway | reducing | $188M | 2025.12 | 2026-02-17↓ |
| Berkshire Hathaway | accumulating | $1.0B | 2025.12 | 2026-02-17↑ |
| Berkshire Hathaway | reducing | $9M | 2025.12 | 2026-02-17↓ |
| Berkshire Hathaway | accumulating | $9.4B | 2025.12 | 2026-02-17↑ |
| Berkshire Hathaway | reducing | $741M | 2025.12 | 2026-02-17↓ |
| Berkshire Hathaway | accumulating | $4.2B | 2025.12 | 2026-02-17↑ |
| Berkshire Hathaway | accumulating | $16.7B | 2025.12 | 2026-02-17↑ |
| Berkshire Hathaway | accumulating | $2.0B | 2025.12 | 2026-02-17↑ |
| Berkshire Hathaway | accumulating | $3.9B | 2025.12 | 2026-02-17↑ |
| Berkshire Hathaway | accumulating | $21.9B | 2025.12 | 2026-02-17↑ |
| Berkshire Hathaway | reducing | $737M | 2025.12 | 2026-02-17↓ |
| Berkshire Hathaway | accumulating | $1.0B | 2025.12 | 2026-02-17↑ |
| BlackRock | accumulating | $6.3B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $2.8B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $2.9B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $232M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $444M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $6.7B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $3.0B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $78.7B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $66.4B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $6.0B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $7.7B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $3.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $5.8B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $89M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $21.4B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $886M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $560M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $2.0B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $608M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $13M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $148M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $4M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $5.0B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $31M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $4M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $337K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $105M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $605M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $42M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $34M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $3M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $342M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | reducing | $63K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $6.5B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $347.7B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $1.9B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $22.9B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $8.7B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $25M | 2025.12 | 2026-01-29↓ |
| State Street | accumulating | $164.2B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $18.2B | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $601M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $246M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $132M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $142M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $166M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $1.0B | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $20M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $436M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $53.6B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $12.2B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $10.4B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $1.1B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $6.2B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $138M | 2025.12 | 2026-02-17↑ |
Последние новости
Загрузка новостей...
AI-анализ
Нажмите "Получить AI-анализ" для анализа цепочки поставок Apple Inc..
Связанные макро-темы
Все темыSovereign Wealth & State Capitalism
Norway's $1.7T GPFG, Saudi Arabia's PIF, and China's CIC don't just invest — they shape industrial policy across continents. Understanding their flows reveals where governments think the next decade is heading.
Sovereign wealth fundState capitalismIndustrial policy
Информация о компании
Обзор сектора — IT / 소프트웨어
Новости сектораAI 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
Ключевые темы
- •AI 에이전트 상용화 — Salesforce Agentforce·ServiceNow 수혜
- •Microsoft Copilot M365 — 기업 시트 전환율 가속 (30% → 60%)
- •사이버보안 AI 통합 — CrowdStrike·Palo Alto 플랫폼 공고화
Предстоящие катализаторы
- ◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)
- ◆Microsoft Build 컨퍼런스 (2026.05)