Apple Captive Silicon Market Model Q1 2025 - Double Digit Growth Driven by New Designs

Apple’s captive silicon shipments grew 16% YoY in Q1 2025, with AP revenues up 25%. This report forecasts shipments, revenues, and ASPs for A-, M-, S-series chips and the new C1 modem.

Apple's captive silicon, led by A-series, M-series, and S-series application processors (AP), shipment volume grew 16 percent year-on-year in Q1 2025. Meanwhile AP revenues jumped up 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.