Devices · Starter · Independent

Apple

Designs its own chips and is TSMC's second-largest customer.

76OVRRotationDraft · rated on 4 of 6

Ratings

Apple shipped 55.7m phones for 20.2% share in Q2 2026, up about 15%, and with Samsung was the only top-five vendor that grew.

Dominance82draft
Second in phones with 20.2% of Q2 2026 shipments, a co-leader with Samsung.
sourced biztechreports.com
Momentum86draft
Phone units rose about 15% in a falling market and Mac units rose about 10%, the only major PC maker to grow.
sourced biztechreports.comsourced mactrast.com
Leverage50draft
The Atlas states no company that depends on Apple.
sourced biztechreports.com
Network base 50, judgment +0.
Durability86draft
Spans phones and Macs, with component costs the named risk.
sourced biztechreports.comsourced mactrast.com
Firepowerunrated
The Atlas states no cash, raise, profit, debt or spending commitment for this company.
Deal Heatunrated
The Atlas reports no deal talks, pending deal, listing plan or stated acquisition plan for this company.

Key figures

20.2%55.7m units and share in Q2 2026, up about 15%

From the Atlas key figure: 55.7m units and 20.2% share in Q2 2026, up about 15%. Samsung and Apple were the only top-five vendors that grew. Source: biztechreports.com.

TickerNASDAQ: AAPL

ListedPublic

HQCupertino, California

CEOJohn Ternus

Profile

Designs its own chips and is TSMC's second-largest customer.

Devices · Smartphones · Starter

Key figure 55.7m units and 20.2% share in Q2 2026, up about 15%. Samsung and Apple were the only top-five vendors that grew.

Why it leads Premium buyers keep buying as prices rise.

What could change it Component costs.

sourced biztechreports.com

Devices · PCs · Second string

Key figure 6.7 million Macs and 9.9% share in Q2 2026, up about 10% (IDC), the only major maker to grow. IDC credits the MacBook Neo launch in part.

Why it may rise Rising while the rest of the market falls.

What could change it Whether the new low-price Mac holds its volume as memory costs rise.

sourced mactrast.com

Connections

Allies and partners

TSMC in Silicon
Makes Apple's chips. Apple fell from 22% to 17% of TSMC's revenue in 2025. taiwannews.com.tw
On the map

Rivals

Samsung in Silicon
First and second in Q2 2026 phone shipments, about 62.7m against 55.7m to 55.8m depending on the IDC release. idc.com
On the map

See Apple and its connections on the map →

Sector standing

No. 4 of 11 rated in Devices

Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric. Logo: apple.com. CC0 via Simple Icons 16.36.0. The mark is a trademark of its owner.