Apple's robust iPhone demand drives its stock, but Cirrus Logic, its top supplier, presents a cheaper, faster-growing alternative. Cirrus supplies critical chips like audio codecs and haptics, with Apple accounting for 94% of its revenue. Cirrus stock surged 33% in six months, outpacing Apple's gains, and trades at just 19x earnings versus Apple's 35x. The chipmaker's 4.4% revenue rise and 18% EPS jump in Q4 2025 fueled a 8% stock jump. Analysts project 20% earnings growth this fiscal year, exceeding the S&P 500's average, making it a value play.