VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Monday, December 29, 2025
Stock Comparison
Tokyo Electron Limited vs Apple Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Tokyo Electron Limited
8035 · Tokyo Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Tokyo Electron Limited's moat claims, evidence, and risks.
View 8035 analysisApple Inc.
AAPL · NASDAQ
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Comparison highlights
- Moat score gap: Apple Inc. leads (87 / 100 vs 86 / 100 for Tokyo Electron Limited).
- Segment focus: Tokyo Electron Limited has 3 segments; Apple Inc. has 5 segments (50.4% in iPhone).
- Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Strong.
- Moat breadth: Tokyo Electron Limited has 5 moat types across 2 domains; Apple Inc. has 7 across 3.
Primary market context
Tokyo Electron Limited
Coater/Developer (Lithography Track) Systems
Coater/developer track systems for semiconductor lithography
Global
Semiconductor fabs
Equipment OEM (process tool)
Apple Inc.
iPhone
Smartphones (with focus on premium smartphones and iOS ecosystem devices)
Global
Consumers and enterprises (end-users), plus carrier/retail channels
OEM / platform owner
50.4%
Side-by-side metrics
Moat coverage
Shared moat types
Tokyo Electron Limited strengths
Apple Inc. strengths
Segment mix
Tokyo Electron Limited segments
Full profile >Coater/Developer (Lithography Track) Systems
Quasi-Monopoly
Wafer Fab Process Tools (Etch/Cleaning/Deposition/Thermal/Bonding/Probing)
Oligopoly
Field Solutions (Spare Parts, Repairs, Upgrades, On-site Service, Used Tools)
Quasi-Monopoly
Apple Inc. segments
Full profile >iPhone
Oligopoly
Mac
Oligopoly
iPad
Oligopoly
Wearables, Home and Accessories
Competitive
Services
Quasi-Monopoly
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View the moat stocks listCuration & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.