Market Data: Apple Captive Silicon Market Model - Q1 2025
1 Min Read June 25, 2025
Explore Apple’s Q1 2025 captive silicon trends — see shipment growth, rising revenues, and forecasts for A-series, M-series, and new S-series chips through 2025.
Apple's captive silicon driven by A-series, M-series, S-series applications processors (AP) shipment volume grew 16 percent year-on-year in Q1 2025 while AP revenues gained a healthy 25 percent in the same period due to higher average chip costs. Apple's A-series APs are used in iPhone, iPad, Apple TV, iPod Touch and HomePod while the M-series APs are used in iPad, MacBook, Macs and the Vision Pro devices.
Meanwhile, addition starting this quarter, new S-series are used in Apple Watches are tracked back to 2017. Also new is Apple's C1 5G modem which was introduced with the latest iPhone 16e smartphone design. This report provides estimates and short-term forecast of Apple's captive silicon shipments, revenues and ASPs by chip model from Q1 2010 to Q4 2025.
