[pfranz]

I think they're referring to a graph similar to this I've seen over the years (bottom of the page) https://www.brookings.edu/blog/the-avenue/2014/05/22/china-a...

The ones I've seen never show the US as the biggest slice, but China is always a sliver and the chart is usually dominated by Germany, South Korea, and Japan.

[greglindahl]

Exactly. And that analysis is of components, so it leaves out the value of ecosystem, software, and Apple’s cpu and SoC design groups, which is bigger than all of the components combined.