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I think it's less about what hardware integrators want more what Apple doesn't want. Apple tries to be as soup to nuts about their solution as possible, they do
by zamadatix 1y ago
I think it's less about what hardware integrators want more what Apple doesn't want. Apple tries to be as soup to nuts about their solution as possible, they don't want to piece that out to give some of the margin of the best pieces to a 3rd party trying to compete with them instead. Anything they could pay is just from revenue Apple could already target directly and keep all of to themselves.
- commandersaki 1y agoEverything has a price though. If you offered half of Apple's market cap, I'm sure they'd be changing their tune. (Yes it is an exaggeration, but my point is that there are exceptions.)
- zamadatix 1y agoThe problem lies in that Apple already gets 100% of the profit from being vertically integrated today (so the offer would not only need to be large, but more than what one could reasonably hope to make in return). If it were just that Apple had a really good CPU then both Apple and the 3rd party(ies) would be able to come to the table with a net positive deal, but vertical integration makes it so only 1 party (Apple, in this case) can come out ahead until they are dethroned for other reasons completely.