Not mentioned is the challenge of managing a good CM in China or Malaysia. If you're small you get what everyone else does, at higher prices. If you're huge you

Not mentioned is the challenge of managing a good CM in China or Malaysia. If you're small you get what everyone else does, at higher prices. If you're huge you can groom your CM and make sure you get what nobody else does, at a lower cost. Of course sooner or later the manufacturing knowledge leaks out so it's a rat race even for someone like Apple.