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SEC filings · customer concentration · AAPL

Who depends on Apple

5 listed suppliers report Apple as a customer worth 10% or more of their revenue, led by Cirrus Logic at 91%.

0major customers now
—of revenue from them
5listed suppliers depending on it
2015–2026years covered
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Suppliers that depend on Apple

Listed companies whose annual report names Apple as a customer worth 10% or more of their revenue. If Apple cuts orders or switches supplier, these are the companies that feel it.

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
Cirrus LogicCRUS91%from 89%FY 2016: 66%FY 2017: 79%FY 2018: 81%FY 2019: 78%FY 2020: 79%FY 2021: 83%FY 2022: 79%FY 2023: 83%FY 2024: 87%FY 2025: 89%FY 2026: 91%11 yearsFY 2026 · filed 21 May 2026
Skyworks SolutionsSWKS67%from 69%FY 2019: 51%FY 2020: 56%FY 2021: 59%FY 2022: 58%FY 2023: 66%FY 2024: 69%FY 2025: 67%7 yearsFY 2025 · filed 7 Nov 2025
DuolingoDUOL62%from 61%FY 2020: 51%FY 2021: 51%FY 2022: 54%FY 2023: 59%FY 2024: 61%FY 2025: 62%6 yearsFY 2025 · filed 27 Feb 2026
QorvoQRVO50%from 47%FY 2015: 32%FY 2016: 37%FY 2017: 34%FY 2018: 36%FY 2019: 32%FY 2020: 33%FY 2021: 30%FY 2022: 33%FY 2023: 37%FY 2024: 46%FY 2025: 47%FY 2026: 50%12 yearsFY 2026 · filed 8 May 2026
STMicroelectronicsSTMEF18%from 14%FY 2019: 18%FY 2020: 24%FY 2021: 21%FY 2022: 17%FY 2023: 12%FY 2024: 14%FY 2025: 18%7 yearsFY 2025 · filed 26 Feb 2026

Formerly disclosed

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
InterDigitalIDCC31%last FY 2020FY 2017: 21%FY 2018: 36%FY 2019: 35%FY 2020: 31%4 yearsFY 2020 · filed 18 Feb 2021
SitimeSITM22%last FY 2024FY 2020: 40%FY 2021: 22%FY 2024: 22%3 yearsFY 2024 · filed 14 Feb 2025
BroadcomAVGO20%last FY 2022FY 2022: 20%1 yearFY 2022 · filed 14 Dec 2023
Warner Music GroupWMG14%last FY 2019FY 2017: 14%FY 2018: 14%FY 2019: 14%3 yearsFY 2019 · filed 27 Nov 2019
Lumentum HoldingsLITE12%last FY 2023FY 2019: 21%FY 2020: 26%FY 2021: 30%FY 2022: 29%FY 2023: 12%5 yearsFY 2023 · filed 23 Aug 2023
JabilJBL11%last FY 2024FY 2019: 22%FY 2020: 20%FY 2021: 22%FY 2022: 19%FY 2023: 17%FY 2024: 11%6 yearsFY 2024 · filed 28 Oct 2024
Td SynnexSNX10%last FY 2022FY 2022: 10%1 yearFY 2022 · filed 24 Jan 2023

About this data

US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.

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