I think his analogy had more subtlety than might appear on an initial reading. There's the component factor- android is a component used by multiple manufactur

I think his analogy had more subtlety than might appear on an initial reading. There's the component factor- android is a component used by multiple manufacturers. Thus, while the iPhone is always supply constrained (and growth is limited by the amount of supply they can produce, rather than the amount of demand) android phones, coming from multiple manufacturers have multiple factories and thus can produce more than enough supply to meet demand. There's also a premium positioning implication in his analogy- the BMW is a fancy european car, while the Yamaha engine is japanese component. The iPhone is on the high end of the market right now where Apple is capturing something north of %50 of the entire mobile device market profits, while most of the adds for android phones I've seen have been of the "buy one get one free!!!" variety.