Honestly, my guess is that the fab production issues impact everyone. I wonder if they get the same number of runs per $ as they used to pre-covid, my guess wou

Honestly, my guess is that the fab production issues impact everyone. I wonder if they get the same number of runs per $ as they used to pre-covid, my guess would be no. If that’s the case, that drives BoM up and Apple is hyper margin conscious.