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proline said:

Weird that Apple feels so easily threatened these days. My local Apple Store was right above a Microsoft store for years. Back then, that just served to visually demonstrate the huge difference in consumer attention between the two. 

So easily threatened, so easily hurt, a walled garden, tightly controlled Media narrative, why does it sound so much like certain country where they produce their iPhone?

verne arase said:

Apple is currently buying modems from Qualcomm - shouldn't the IP be baked into the chipset as purchased from Qualcomm?

They're certainly paying Qualcomm enough for the chips and licensing.

Qualcomm only includes their patents and chipset as part of that package, 5G have a few other major contributors such as Nokia, Ericsson and Samsung. Just to name a few everyone should have heard of. 

Analysts believe the bill of materials has been reduced by between $30 and $50 per 2019 iPhone, 

Do JP Morgan's Analyst even have the slightly idea how much do Memory, NAND, and actual BOM of the iPhone cost. $30 to 50 off BOM is. A LOT. 

It is not like NAND and DRAM suddenly cost nothing. Not to mention if Apple decide to use 7nm EUV for their next SoC AND add additional camera module and lens.

The only way that is possible is if Samsung's OLED being used by Apple this year is no longer custom made ( like the previous two generation ) and is a lot cheaper by sharing production capacity and volume with Samsung S10 series. 

neilm said:

I can only imagine that the author is being paid by the word.

Typical of DED's article. 

quakerotis said:

Nonsense and typical columnist speculation. There is no evidence that any of this is true or that it would make any sense to do.

I think there was clearly lack of hardware understanding, especially the last few sentences on CPU ISA. And the cost involves in building Desktop Class CPU and GPU. Could Apple do it, Yes. Does it make any sense? Well no one have given a decent argument yet.

The Mac App Store is not mandatory, and its App Submission does not force the use of OpCode, not to mention the compiler optimisation are ISA specific. Which we have known and confirmed on multiple WWDC occasions for years. ( And yet AI still repeat those nonsenses ) 

It talks about a Mix of ARM ( only ) and Intel ( Mix ARM ) Model without specifically mentioning it. An ARM Only Mac is basically an iPad with Keyboard. 

I thought all of these were Obvious, especially after WWDC when Apple has double down on Pro ( Real Pro ) and iPadOS. 

And the reason why they never used AMD? AMD wasn't any good in the last 15 years. It isn't until Zen 2 ( Only Released two weeks ago ) were they competitive on multiple levels. 

netrox said:

I honestly don't see much difference between 120Hz and 60Hz. I think it would be just wasted resources, especially on iPhones.  

It is a world of difference on iPad Pro.