Comment by gumby
5 years ago
Not an Apple fanboy but I don’t this is completely correct. As a huge buyer of semiconductors they can, when they want to, exert a lot of pressure on suppliers. Famously they did this with Gorilla glass; they have done so with Intel and qcomm. Sometimes not so successfully (all the expense on the “liquid metal” company, for example).
It’s not all sheer pressure; they do a lot of collaborative design. After all they have one of the best semiconductor design teams (both digital and analog) around. And they are on standards bodies; they allegedly (some non-Apple people told me) contributed contributed significantly to USB-C.
I emphasized completely because in the modern ecosystem it’s broadly true (RAM, displays etc)
Apple’s supply chains and how they can apply pressure is massively underrated.
People still have this idea that “so and so actually invented it”. Or “Apple just combined X and Y”.
But they fail to see how truck loads of money and a customer willing to pay for something and making large pre-payments can change the trajectory of a company. Or even has impact on other players.