3 ms·
You don't think that's a pretty good proxy for units? Especially leading edge parts.
by downWidOutaFite 2y ago
You don't think that's a pretty good proxy for units? Especially leading edge parts.
- rowanG077 2y agoIt really isn't. Apple pays insanely well to exclusively use TSMC top tier node. I would not be surprised if the SoC in an iphone costs Apple 10 times as much as the average android phone SoC.
- Kirby64 2y agoThe “average” SoC or the high end ones in flagships? Don’t be surprised at how much Qualcomm charges for their flagship stuff. Even if Qualcomm is a node behind, they also need their “margin” for making the thing. Apple pays a big design team, but they don’t pay the additional margin on the SoC… just whatever TSMC charges. Remember, Qualcomm has to pay TSMC too.
- rowanG077 2y agoThe average. We are talking about the entire smartphone market here. It makes no sense to compare only the most expensive android chips.
- gruez 2y agoBut the 85% figure is almost certainly profit, not revenue. In that case using that as a proxy for units sold is so absurd that it's bordering on bad faith argumentation.
- asdasdsddd 2y agoSo because Apple makes higher profit, they purchase a higher proportion of the highest quality parts. And the fact that they choose to purchase from Asia is bad because we want domestic production? I guess I can buy it, but I feel like this is more of a failure of American fabs more than anything.