Okay, so let’s agree for the sake of argument that cables make up $1bn of Apple revenue. What share of that is MFi cables in general? And what share of that is

Okay, so let’s agree for the sake of argument that cables make up $1bn of Apple revenue. What share of that is MFi cables in general? And what share of that is hypothetical MFi USB-C cables? At $4 a pop, you’re talking 125 million licensed third-party USB-C cables. Per quarter. That seems like an absurdly high number to me given the fact that most people will buy first-party cables. And hell, most people I know still use USB-A to Lightning cables to charge their phones at excruciatingly slow speeds. But sure. Fine. Half a billion licensed third party USB-C cables per year. Half a billion in revenue over a holiday quarter. To put some share of your $200Bn/yr cash cow at risk? Plus risking the downstream halo purchases of other highly-profitable products in the ecosystem, including first-party cables? You. Are. Out. Of. Your. Mind. If this rumor is true, there’s undoubtedly a plausible business reason. Cannibalizing their most popular product to make pocket change on licensing fees does not even pass a basic smell test.