Comment by dangus
3 hours ago
I don’t think we’ve seen the lower margins in Apple’s financial reports.
Also, their computers have been getting more storage/RAM competitive as time has gone on. Literally just by time passing and prices staying the same.
Lenovo is beyond Apple’s scale when it comes to PC sales. They are #1 in volume. Apple is #4. Apple sells more iPhones but Lenovo does also own Motorola which is not nothing. We can also look at Samsung: a wildly high volume company who has their own production lines of major components like RAM and displays but they still sell their 2026 laptops at eye watering price increases.
Apple literally buys displays from Samsung.
Lenovo is beyond Apple’s scale, sure, but Apple has relatively few product lines. I imagine that makes it so the few parts they end up doing they have massive volume on.