Apple -- The Scorecard -- The Players

Locator: 44869AAPL. 

Chips, semiconductor: link here.

• Home page for tech: link here.
• The cloud: link here.  
• Streaming: link here. Streaming wars.
• Spatial computing: link here.
• Generative AI: link here. 
• Apple Silicon: link here.
• Supercomputers: link here.

Apple, a $3-trillion-market cap company. Right, wrong, indifferent, I break it down this way:

• $1 trillion: hardware with integrated software, e.g., watches, iPhones, laptops, desktops, Vision Pro.
  
• $1 trillion: services, e.g., cloud services; TV+; music; Siri; medical (oxygen monitor); apps; browser, maps.
  
• $1 trillion: Apple Silicon, the chip division.

See this post for background.