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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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Ürünler ve Gelir

Ürün Gelir Payı

Gelir Dağılımı ($395.8B)

Statik veri (canlı finansal yükleniyor…)

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

Segment yapısı ve temel müşteriler

Ürün ayrıntıları

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

Tedarik Zinciri İlişkileri

Kilit Tedarikçiler

Taiwan Semiconductor Manufacturing Company

A-series and M-series chip fabrication

Etki: Critical — sole foundry for Apple Silicon

Broadcom Inc.

Wi-Fi and Bluetooth chipsets

Etki: High — key wireless component supplier

Rakipler

Microsoft Corporation

Personal computing platforms

Etki: Major platform rival

Ortaklar

googl

Default search engine agreement

Etki: $20B+ annual licensing revenue

Makro ve piyasa bağlamı

IT / 소프트웨어Sektör haberleri

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

Yaklaşan katalizörler

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

Kurumsal Sinyaller

KurumEylemDeğerÇeyrekDosyalama tarihi
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↑

Son haberler

Haberler yükleniyor...

AI Analizi

Apple Inc. için AI tedarik zinciri analizi almak için "AI Analizi Al"ı tıklayın.

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Şirket Bilgisi

Merkez

Cupertino, California, USA

Kuruluş

1976

Çalışanlar

164,000+

Web Sitesi

apple.com

Sektör genel bakışı — IT / 소프트웨어

Sektör haberleri

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

Temel temalar

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

Yaklaşan katalizörler

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