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by throwaway5792 2148 days ago
Apple's operating expenses for the last year was around $200bn.
1 comments

This a little misleading, as it's hard to imagine Apple making zero revenue well, ever. They could possibly be losing money, but there is no plausible scenario where they lose that much money. It's hard to imagine a scenario where they lose even an order of magnitude less money than that.
Just imagine the unlikely scenario that a pandemic shut down factories in China.....
That would probably also cut expenses. And if they got into a severe product shortage they could also turn off a lot of marketing.
What would they actually sell?
Services revenue is something they appear to be pushing hard and it seems to do well financially.
During a severe supply shortage they would sell nothing but they would also have lower expenses so the loss would be manageable.
Apple TV+, Apple Music, Apple Arcade, Apple News+, purchases of books, movies, TV shows, music their 30% cut of App Store revenues and subscriptions; the $99 developer fee for the App Store; Final Cut and Logic; Apple Card interest fees, iCloud subscriptions, probably other smaller scale things.
That’s less than 30% of their revenue. Right now, they can’t get new tv shows produced because of Covid.
> What would they actually sell?

iPhones produced in India, presumably.

https://asia.nikkei.com/Business/Technology/Made-in-India-iP...

Or in any other place.

Overpriced iCloud storage, for starters. Or their 30% cut from all the apps sold in the App Store.

Even if they sold zero iPhones next year, there's still a lot of iPhones in the world that need services and apps.

Apple charges less for iCloud storage than Dropbox.....
Or worse than Scarface’s example - everything they have in China gets permanently appropriated by the government, and they have to rebuild all the supply chains somewhere else.