CUPERTINO, CA – With Apple becoming a $1 trillion company in its latest quarter, according to reports, its supply chain is getting extra attention.

It is estimated some 20 to 25% of Jabil Circuit’s revenue comes from Apple, particularly the iPhone and iPad casings. The company said its DMS segment would bring in $2.2 billion in the August quarter, flat with the same quarter last year, according to RBC Capital Markets tech analyst Amit Daryanani.

Amphenol can attribute an estimated 7 to 8% of its sales to Apple, including iPhone and iPad antenna and connectors. The company’s Mobile Devices segment grew “27% year-over-year in June quarter and guided the September quarter to increase significantly quarter-over-quarter. For the full-year calendar year 2018, Amphenol expects Mobile Devices to increase mid-to-high teens," said Daryanani.

Twenty-five percent of Broadcom’s sales are from Apple, with the firm supplying RF components, connectivity combo chips, touch controllers and wireless charging components in iPhone 8/8+.

Less than 10% of Analog Devices’ sales can be attributed to Apple. The firm’s “Consumer segment decreased 17% quarter-over-quarter.” Content includes 3D Touch/Force Touch processors and a dual-camera processor.

Apple has roughly 20% of global NAND and mid to single digits of global DRAM, says Daryanani. Key memory suppliers include Samsung, SK Hynix, Micron, and Western Digital.

 
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