Apple is now “more willing” to ship various integrated circuit modules from Taiwan-based IC design houses as a way of reducing iPad’s bill of material (BOM)
That’s pretty intersting. What’s more interesting is the question whether this would result in cheaper iPads for consumers or higher margins for Apple. Let’s be clear, the iPad’s already a pretty good deal when compared to its competition. But the competition is catching up, albeit slowly, they definitely are.
If Apple can sell a gazillion of the current generation of iPads for 499€, they can sell a gazillion of iPads of the next generation for 499€. Why would they cut prices if they already can’t keep up with the demand?