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Themselves - they're just a big enough captive user of their own chips to show up in the top 20. I think Apple is usually measured by their chip BOM cost, not a fully-imputed retail cost, so their percentage would be higher if it reflected the retail markup. Two others, Samsung and now NVIDIA, also include the revenue for their chips included in their end-products.
Themselves - they're just a big enough captive user of their own chips to show up in the top 20. I think Apple is usually measured by their chip BOM cost, not a fully-imputed retail cost, so their percentage would be higher if it reflected the retail markup. Two others, Samsung and now NVIDIA, also include the revenue for their chips included in their end-products.
We can use Apple Silicon manufactured at TSMC as a reference point. The rumor is that 25% of TSMC 2023 $69.67 billion revenue came from Apple. That's about $17.42 billion for 2023. Adding other non-TSMC made semiconductor products, assembly and testing cost, Apple can be viewed as a $20+ billion semiconductor company.
We can use Apple Silicon manufactured at TSMC as a reference point. The rumor is that 25% of TSMC 2023 $69.67 billion revenue came from Apple. That's about $17.42 billion for 2023. Adding other non-TSMC made semiconductor products, assembly and testing cost, Apple can be viewed as a $20+ billion semiconductor company.
Themselves - they're just a big enough captive user of their own chips to show up in the top 20. I think Apple is usually measured by their chip BOM cost, not a fully-imputed retail cost, so their percentage would be higher if it reflected the retail markup. Two others, Samsung and now NVIDIA, also include the revenue for their chips included in their end-products.
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