alt Hacker NewsExplain how this works when their phones only capture roughly 20% market share, and their computers only 10%. That is to say nothing of the demand for server memory.
It seems like they only represent a fraction of the demand side, but wield an outsized influence over supply?
Replies
jdw64 • today at 1:43 PM
In the commodity raw materials market, marginal price determination is highly volatile. Usually, even if total market supply exceeds demand by just 5% to 10%, prices crash dramatically. In the end, the 10–20% that Apple holds is the casting vote. Why do you think swing states are so important in elections?
For example, if iPhone unit share is 20% but it has double the RAM compared to cheap phones that's ~40% byte share.