ANALYSIS: APPLE (AAPL) and their iPHONE SUPPLIERS

This report provides a useful overview of some of Apple's biggest suppliers for iPhone parts ahead of the well anticipated
launch of the expected iPhone at the media event scheduled for 1800BST/1200CDT September 9th 2014. This report was
compiled by analysing a number reports which confirmed members of the Apple supply chain and speculated suppliers but also by
collating company names which have seen movement in shares during previous Apple media events and in reaction to speculation
leading up to Apples media event 2014. The graphic below is a snap-shot of suppliers to the iPhone, and a table is available of page
2 which has a more exhaustive list of US suppliers**. Expectations for the next generation iPhone are also available on the next page


























Casing Design &
manufacturing
ZAGG Zagg
JBL Jabil Circuit (plastic
cases for 5C & metal exteriors
for 5S)
Sapphire Glass GTAT - GT Advanced

Glass/Display
GLW Corning
Display
LPL LG Display
SHCAY - Sharp

Transistor-Liquid Crystal
Display AUO AU Optronics

Camera/Camera Sensor
SNE - Sony
FLEX Flextronics (iPhone 5 camera modules)

INVN
InvenSense
MAJOR CHIP MAKERS:

Processor chips
ARMH Arm Holdings

Mobile DRAM
MU - Micron

Wi-Fi module & touchscreen controller
BRCM Broadcom - One of APPLs major
suppliers

Bluetooth Support
MRVL - Marvell

Audio chip supplier
CRUS Cirrus Logic (revenue from AAPL 80-90%)

4G LTE chip
QCOM Qualcomm One of APPLs major
suppliers

Flash memory maker/32BG multi-chip
memory package w/controller (iPhone 5)
SNDK SanDisk (revenue from AAPL ~20.0%)
Battery charger chips (in iPod)
LLTC Linear Technology
Headphone Cable

USB Cable
MMM 3M
Infrastructure support for content delivery
AKAM Akamai (revenue from AAPL ~1.0%)

Microphone (MEMS)
supplier
DOV Dover
ADI - Analog Devices

Connectors
APH Amphenol (10% of AAPL
connector business)
MOLX Molex (electronic
connectors for iPhone 5)
NOTICE: For any journalists who are interested in the full
report which includes a breakdown of all key suppliers as
well as wrap up of recent rumours associated with the
iPhone 6, please email
info@ransquawk.com


**The document visible is only a snap shot of the first page**