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by Kon-Peki 1254 days ago
I'm not understanding something.

Apple wants to stop relying on manufacturers A and B. So they develop a new display and the requisite manufacturing process. But then they are going to have manufacturer C take over? What?

2 comments

It’s one thing to rely on someone for manufacturing than to rely on someone for research/design/patents and manufacturing. In theory once Apple gets this project up and going they can have multiple manufacturers (if they want) and they would always have the option to manufacturer in house in the future.

It’s like their CPUs and TMSC versus using a Qualcomm Snapdragon. Sure, TMSC is manufacturing Apple Silicon, but Apple always has the option to port their design to a competitors node process or even spin up their own fab if needed (highly unlikely but possible).

Screw me on margins too much and I'll materialize a competitor for you out of thin air.