The advantage of operating at Apple scale is the ability to buy components in vast quantities, giving Apple better deals and exclusivity that their competitors

The advantage of operating at Apple scale is the ability to buy components in vast quantities, giving Apple better deals and exclusivity that their competitors can't match. The downside is that they have to buy at those scales. Apple can't afford to ship anything that contains components they can't source by the million. If one HTC handset is delayed by six months thanks to part shortages, that's a problem for them. They have plenty of other products to fall back on, though. If an Apple product is delayed six months, it's a disaster. Apple would lose billions of dollars in revenue and suffer a PR holocaust. So when I see rumors like the Retina iPad 3, I always filter them by asking, "Can Apple get that part in increments of a million units?" Given that, it should be very rare for Apple to ship the first product containing any given component.