Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Equity Bottom-Up

<ul><li>Apple's approach to architecture and design is focused on efficiency and performance per watt, enabling them to deliver high performance in compact form factors.</li><li>The company's functional organization structure allows different teams to work closely together, ensuring seamless integration of hardware, software, and silicon.</li><li>Apple's continuous pursuit of performance is driven by a combination of innovative architecture, design optimization, and collaboration with software teams to push the limits of technology and stay ahead of industry trends.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Apple's approach to architecture and design is focused on efficiency and performance per watt, enabling them to deliver high performance in compact form factors.The company's functional organization structure allows different teams to work closely together, ensuring seamless integration of hardware, software, and silicon.Apple's continuous pursuit of performance is driven by a combination of innovative architecture, design optimization, and collaboration with software teams to push the limits of technology and stay ahead of industry trends.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>In the latest quarter, Apple Inc. reported a solid set of financial results, emphasizing both strengths and areas of lesser performance.</li><li>The company achieved a September quarter revenue record of $94.9 billion, marking a 6% increase from the previous year.</li><li>This growth is attributed to significant contributions from various product lines and geographic segments, with notable performance across iPhone, Services, and regions such as the Americas, Europe, and Asia Pacific.</li></ul>

In the latest quarter, Apple Inc. reported a solid set of financial results, emphasizing both strengths and areas of lesser performance.The company achieved a September quarter revenue record of $94.9 billion, marking a 6% increase from the previous year.This growth is attributed to significant contributions from various product lines and geographic segments, with notable performance across iPhone, Services, and regions such as the Americas, Europe, and Asia Pacific.

Inside Apple's Billion-Dollar Move: Why This Chip Development Could Be a Game-Changer!

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

<ul>
<li>We identify key Taiwan-based Apple suppliers that have underperformed recently, and highlight which suppliers' revenue growth will outpace Apple in 2025E.</li>
<li>Rise of India -- Latest Apple data shows massive iPhone production growth in the country.</li>
<li>Apple's next-generation M5 chip will continue using TSMC's 3nm node, launching 2H25E; Supports that TSMC's 3nm process is expected to maintain strong demand even with the arrival of 2nm.</li>
</ul>


We identify key Taiwan-based Apple suppliers that have underperformed recently, and highlight which suppliers' revenue growth will outpace Apple in 2025E.
Rise of India -- Latest Apple data shows massive iPhone production growth in the country.
Apple's next-generation M5 chip will continue using TSMC's 3nm node, launching 2H25E; Supports that TSMC's 3nm process is expected to maintain strong demand even with the arrival of 2nm.


Apple Supply Chain Monitor: Laggards to Outgrow Apple in 2025E; India's IPhone Surge; New IMacs W/AI

<ul>
<li>Apple Set to Launch iPhone SE 4 and Updated iPad Air in Early 2025: Key Developments to Watch</li>
<li>META's Orion AR Glasses: Next Major Computing Platform After the Smartphone?</li>
<li>Apple Supply Chain Monitor: Key IPhone Suppliers Didn't Rally With Apple; Opportunity for Rebound?</li>
</ul>


Apple Set to Launch iPhone SE 4 and Updated iPad Air in Early 2025: Key Developments to Watch
META's Orion AR Glasses: Next Major Computing Platform After the Smartphone?
Apple Supply Chain Monitor: Key IPhone Suppliers Didn't Rally With Apple; Opportunity for Rebound?


Taiwan Tech Weekly: Apple Shifting AR Strategy After Meta Orion Showcase; Apple Supply Chain Monitor

<ul>
<li>Key iPhone components suppliers' share prices have substantially underperformed Apple, particularly Largan Precision, Genius Electronic Optical, and Zhen Ding.</li>
<li>There are reasons for iPhone 16 upgrade optimism. We also note that key suppliers failed to rally with Apple shares post-Fed rate cut.</li>
<li>Apple suppliers' 2025E forecasts haven't fallen much so far, despite the negative stock market reaction. If negative iPhone 16 reports prove exaggerated, Largan, Genius, and Zhen Ding could rebound.</li>
</ul>


Key iPhone components suppliers' share prices have substantially underperformed Apple, particularly Largan Precision, Genius Electronic Optical, and Zhen Ding.
There are reasons for iPhone 16 upgrade optimism. We also note that key suppliers failed to rally with Apple shares post-Fed rate cut.
Apple suppliers' 2025E forecasts haven't fallen much so far, despite the negative stock market reaction. If negative iPhone 16 reports prove exaggerated, Largan, Genius, and Zhen Ding could rebound.


Apple Supply Chain Monitor: Key IPhone Suppliers Didn't Rally With Apple; Opportunity for Rebound?

United States

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related accessories. The Company also offers payment, digital content, cloud and advertising services. Apple Inc.'s customers are primarily in consumer, small & mid-sized business, education, enterprise and government markets worldwide.

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Apple (AAPL US)

Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger

Apple's detailed and architecture-focused presentations highlight their commitment to performance per watt, integration of hardware, software, and...

The Circuit

Inside Apple's Billion-Dollar Move: Why This Chip Development Could Be a Game-Changer!

In the latest quarter, Apple Inc. reported a solid set of financial results, emphasizing both strengths and areas of lesser performance. The...

Baptista Research

Apple Supply Chain Monitor: Laggards to Outgrow Apple in 2025E; India's IPhone Surge; New IMacs W/AI

Underperforming suppliers expect revenue growth surpassing Apple in 2025E; India sees massive iPhone production growth; Apple's M5 chip...

Vincent Fernando, CFA

Taiwan Tech Weekly: Apple Shifting AR Strategy After Meta Orion Showcase; Apple Supply Chain Monitor

Apple is set to launch new iPhone SE 4 and iPad Air in 2025, Meta's Orion AR Glasses could be the next big thing, and Apple is being forced to react.

Vincent Fernando, CFA

Apple Supply Chain Monitor: Key IPhone Suppliers Didn't Rally With Apple; Opportunity for Rebound?

iPhone suppliers' shares have lagged behind Apple's, but could revert and catch up if initial negative iPhone reports prove unfounded. Solid 2025E...

Vincent Fernando, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger

Apple's detailed and architecture-focused presentations highlight their commitment to performance per watt, integration of hardware, software, and...

The Circuit

Inside Apple's Billion-Dollar Move: Why This Chip Development Could Be a Game-Changer!

In the latest quarter, Apple Inc. reported a solid set of financial results, emphasizing both strengths and areas of lesser performance. The...

Baptista Research

Apple Supply Chain Monitor: Laggards to Outgrow Apple in 2025E; India's IPhone Surge; New IMacs W/AI

​Underperforming suppliers expect revenue growth surpassing Apple in 2025E; India sees massive iPhone production growth; Apple's M5 chip...

Vincent Fernando, CFA

Taiwan Tech Weekly: Apple Shifting AR Strategy After Meta Orion Showcase; Apple Supply Chain Monitor

​Apple is set to launch new iPhone SE 4 and iPad Air in 2025, Meta's Orion AR Glasses could be the next big thing, and Apple is being forced to react.

Vincent Fernando, CFA

Apple Supply Chain Monitor: Key IPhone Suppliers Didn't Rally With Apple; Opportunity for Rebound?

​iPhone suppliers' shares have lagged behind Apple's, but could revert and catch up if initial negative iPhone reports prove unfounded. Solid 2025E...

Vincent Fernando, CFA

Underperforming suppliers expect revenue growth surpassing Apple in 2025E; India sees massive iPhone production growth; Apple's M5 chip...

Apple is set to launch new iPhone SE 4 and iPad Air in 2025, Meta's Orion AR Glasses could be the next big thing, and Apple is being forced to react.

iPhone suppliers' shares have lagged behind Apple's, but could revert and catch up if initial negative iPhone reports prove unfounded. Solid 2025E...