--- title: "Apple's Ternus Era Begins: How to Position for the Next Chapter?" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/100000000889394.md" description: "Apple has delivered a total return of nearly 3,000% since Tim Cook became CEO in 2011, significantly outperforming both the Nasdaq 100 and S&P 500.After an extraordinary 15-year run, can $Apple(AAPL.US) ..." datetime: "2026-09-08T12:10:38.000Z" locales: - [en](https://longbridge.com/en/topics/100000000889394.md) - [zh-CN](https://longbridge.com/zh-CN/topics/100000000889394.md) - [zh-HK](https://longbridge.com/zh-HK/topics/100000000889394.md) author: "[Captain's Compass](https://longbridge.com/en/profiles/28290465.md)" generator: "portal-rs" --- # Apple's Ternus Era Begins: How to Position for the Next Chapter? Apple has delivered a total return of nearly 3,000% since Tim Cook became CEO in 2011, significantly outperforming both the Nasdaq 100 and S&P 500. After an extraordinary 15-year run, can $Apple(AAPL.US) maintain its momentum into its next era? 🍎📈 ![圖像](https://pub.pbkrs.com/uploads/2026/64e6f174d6ed9b0c76c3d52c01c65e37?x-oss-process=style/lg) It's really wild to see how one $Apple(AAPL.US) iPhone 18 is essentially a semiconductor economy in your pocket, with 11 companies each capturing a different piece of the compute, connectivity, power, sensing, and materials stack. These are the 11 supplier companies👇. 1.$Taiwan Semiconductor(TSM.US) manufactures Apple's processor on its most advanced chipmaking technology turning Apple's chip designs into physical silicon at massive scale. 2.$Broadcom(AVGO.US) supplies RF front end components and wireless charging technology (though Apple's displaced Broadcom as primary Wi-Fi & Bluetooth supplier ). 3.$Corning(GLW.US) supplies cover glass and Ceramic Shield so essentially the material layer protecting the display and back panel. 4.$STMicroelectronics NV(STM.US) supplies chips used around Face ID, cameras & power management helping Apple control sensors and photographic hardware. 5.$NXP Semiconductors(NXPI.US) supplies connectivity controllers including NFC, secure payment hardware and USB Type C control helping iPhone communicate with accessories and contactless systems. 6.$Cirrus Logic(CRUS.US) supplies audio and power chips that help drive the speakers, microphones and other audio functions while efficiently managing power delivery. 7.$Texas Instruments(TXN.US) supplies analog and power chips used for battery charging, camera flash control and display power so basically managing how electricity moves through parts of the phone. 8.$Analog Devices(ADI.US) supplies power conversion and charging chips that regulate voltage and make sure different parts of the phone receive right amount of electricity. 9.$Sony(SONY.US) supplies CMOS image sensors, the physical light-capture hardware behind every camera on the phone. 10.$QORVO(QRVO.US) supplies RF front end modules that filter and amplify cellular signals so the phone can communicate efficiently across different frequency bands. 11.$Skyworks Solutions(SWKS.US) supplies additional RF components used to strengthen and manage wireless signals between iPhone and cellular networks. **What new features are you most excited about? And what's your overall take on Apple's direction right now – bullish, bearish, or wait‑and‑see?** We're reading every one — and we're paying **288 Task Coins** for a good answer. ### Related Stocks - [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md) - [GLW.US](https://longbridge.com/en/quote/GLW.US.md) - [ADI.US](https://longbridge.com/en/quote/ADI.US.md) - [SONY.US](https://longbridge.com/en/quote/SONY.US.md) - [SWKS.US](https://longbridge.com/en/quote/SWKS.US.md) - [STM.US](https://longbridge.com/en/quote/STM.US.md) - [STMEF.US](https://longbridge.com/en/quote/STMEF.US.md) - [CRUS.US](https://longbridge.com/en/quote/CRUS.US.md) - [QRVO.US](https://longbridge.com/en/quote/QRVO.US.md) - [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md) ## Comments (393) - **toon5051 · 2026-09-10T05:03:03.000Z**: looking forward to new highs - **NewUser_WG7ZA · 2026-09-10T04:56:13.000Z**: 🚀 - **Raymond John · 2026-09-10T04:45:09.000Z**: Foldable hp is for high customers and should be selling well for its solid base of loyalty fans. - **Star Bright · 2026-09-10T04:38:46.000Z**: Involvement of many top hardware companies - **ChaSiewBao · 2026-09-10T04:34:16.000Z**: Hi - **NewUser_XYgxk88 · 2026-09-10T04:27:28.000Z**: New products should push it price higher - **Wisely9 · 2026-09-10T04:26:52.000Z**: Fancy phone for 2000 dollars, can show off like a piece of luxury watch in the crowd. Actually useful, not at all , my big tv can see better and bigger. Only reason why aapl can maintain pricing power is people got used to iOS and reluctant to switch over to android . Below 270 can consider for a de - **Anynamedoesitmatter · 2026-09-10T04:26:01.000Z**: It had a wide moat, still does. But I’ve seen so many Apple users go to android and android users remain at android. Nevertheless, the pie is big. - **5207418 · 2026-09-10T04:20:58.000Z**: Will be interesting to see the AI features. I believe it will go bullish but may not be so strong as previously. - **Yu · 2026-09-10T04:14:15.000Z**: Go go go - **Darrengohi · 2026-09-10T04:07:01.000Z**: apple is over price there are better stocks to buy - **MJ26 · 2026-09-10T04:05:58.000Z**: A pump and dump price action imo - **kevin91 · 2026-09-10T04:05:12.000Z**: Nice - **jemkng · 2026-09-10T03:57:02.000Z**: Nice gains - **涵虚草堂主人 · 2026-09-10T03:52:53.000Z**: With the release, I believe it will have some impact on the stock price. How long and how much can it push up? Let's wait and see! - **涵虚草堂主人 · 2026-09-10T03:49:15.000Z**: New stage, new starting point, new leap! - **MingRu · 2026-09-10T03:47:20.000Z**: Apple isn’t slowing down—innovation, ecosystem dominance and pricing power remain unmatched. This launch could fuel the next leg of AAPL’s growth. - **123456 · 2026-09-10T03:36:53.000Z**: Apple for the first time launched the foldable phone - **NewUser_RX · 2026-09-10T03:33:36.000Z**: will people rush to get the iPhone fold duo? i think so. Apple phones are cult-like where most always want to chase the latest gadgets. - **Pengoo · 2026-09-10T03:23:15.000Z**: Good --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**