Re:Apple's 15% Deflection Tactic
by ksec on Wednesday November 18, 2020 @06:26PM
(#25144061)
>It’s not just about hosting, they also provide basically the entire software stack you’re using. Pricing that is difficult but I don’t think it should be disregarded.
The entire Software stack are included in the iPhone purchase price, and as of 2018 they are included in Apple's Services revenue on a per unit cost including but not limited to OS, Siri and Maps.
The software stack argument makes sense in consoles where they are selling at cost or barely break even from a BOM / Hardware perspective. But Apple is making industry leading profit margin on all front. So Apple is double dipping, as Apple like to call it in the case against Qualcomm.
The entire Software stack are included in the iPhone purchase price, and as of 2018 they are included in Apple's Services revenue on a per unit cost including but not limited to OS, Siri and Maps.
The software stack argument makes sense in consoles where they are selling at cost or barely break even from a BOM / Hardware perspective. But Apple is making industry leading profit margin on all front. So Apple is double dipping, as Apple like to call it in the case against Qualcomm.