The iPhone contributes the most to apple’s revenue and margin. It wouldn’t be a great pipe cleaner because they need a ton of chips on a committed launch schedu

The iPhone contributes the most to apple’s revenue and margin. It wouldn’t be a great pipe cleaner because they need a ton of chips on a committed launch schedule, and can’t afford any yield screw up there. With the Mac, they could probably afford a 10% yield, can extend ship times, and in the worst case could even push back a launch. While the bigger chip does push down yields, my bet is they have more wiggle room than needed to compensate.