Bajarin writes, “Apple recently disclosed that it pre-bought $7.9 billion in components in Taiwan, and China says that Apple bought up as much as 60% of the available touch screens in the market. So how does this impact its competitors? Apple gets a huge price break because of the quantity it purchases. Apple can do this for two reasons. First, it has the cash. Secondly, it has an assurance that there will be actual customer demand for its products and that it can sell all of the products it makes with these screens.”
“Apple’s strategic advantage is in high gear here and unless… competitors can match its buying power, Apple will continue to have at least a one to two year lead on them with pricing alone,” Bajarin writes. “Now add to this Apple’s attention to details and focused brainpower and you get a better sense of how Apple’s strategic advantage is a rather big one.”
Read more in the full article – recommended – here.
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