They definitely have assembled them but I don’t think they ever felt the need to manufacture because the infrastructure for doing that for various types of part

They definitely have assembled them but I don’t think they ever felt the need to manufacture because the infrastructure for doing that for various types of parts is so strong. This is probably just another step in vertical integration and hedging against their supply chain being vulnerable. I believe the supplier for iOS displays in general has been Samsung for a while (majority) with a few other suppliers mixed in. Maybe they want to keep going with this technology and Samsung is moving away from it. They’re not going to be fabbing their own chips so maybe it’s an attempt to shore up other areas that are less moated.