4 ms·
> “Future operating results depend upon the Company’s ability to obtain components in sufficient quantities on commercially reasonable terms.” I can see how ac
by kristianc 9y ago
> “Future operating results depend upon the Company’s ability to obtain components in sufficient quantities on commercially reasonable terms.”
I can see how acquiring Sony would perhaps solve the "commercially reasonable terms" part of this equation, though no doubt Apple has quite a lot of leverage here already as the largest buyer of such sensors in the world, but how would it solve their ability to obtain components, especially on 1M per day iPhone scale? That's surely always going to be dependent on outside factors - mining, shipping, freight etc? For all the effort it would take to integrate a slow growth Japanese business with a huge cultural difference, it doesn't at all seem worth it.