Analyzing Apple’s Silicon Design Strategy

Due to my background in the semiconductor space, I engage in a lot of financial analyst conversations around semiconductor component companies. I used to write a specific note we called “the Circuit” exclusively for hedge funds that dove into the opportunities and challenges for some of the largest semiconductor companies in the world. I would write extensively about Qualcomm, Intel, Samsung semi, Marvell, Xilinx, NXP, Broadcom, ARM, etc., and it was interesting to track the influence of Apple on many of these companies through the years. Nearly every note I wrote for investors in these businesses had Apple mentioned somewhere, and Apple was a constant topic during calls I had with these investors as well.

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Ben Bajarin

Ben Bajarin is a Principal Analyst and the head of primary research at Creative Strategies, Inc - An industry analysis, market intelligence and research firm located in Silicon Valley. His primary focus is consumer technology and market trend research and he is responsible for studying over 30 countries. Full Bio