4 ms·
If it's a publicly available component, then Apple would not be able to block the supply. If it's not a publicly available component, then how do you know it c
by relix 5y ago
If it's a publicly available component, then Apple would not be able to block the supply.
If it's not a publicly available component, then how do you know it costs 50 cents, if Apple is the only one manufacturing it and they're not selling it? It's not because Apple is paying 50 cent to the manufacturer, that this means the component doesn't involve Apple-specific IP, which they obviously do not pay for. Maybe Apple doesn't want to set up appropriately priced pipelines to sell these all five thousand of the parts that they order just so repair shops can purchase them at cost.
Hypothetical scenario: imagine the iPhone is 2 components, each costs $1 to produce at TSMC, but the IP to produce them is what makes the components so valuable, and this is owned by Apple. So Apple pays $2 to TSMC for both parts, assembles them, and then sells the iPhone for $1000.
Now a repair shop complains that they don't have access to these two $1 parts, but that's only logical. The value of the parts is much higher than what Apple is paying the manufacturer. And if Apple would provide these parts available at cost, someone could build their own iPhone for $2 instead and circumvent all their IP licensing.