Wow FFR, great info as always. Those messages are stark. If all of that does equal a tangible shift in the premium market, I don't see how Android stops that downward slope to being synonymous with the low margin high volume market -- with the exception of government regulation meddling (which makes great media headlines but is unlikely to tangibly make a difference). I guess we'll see if the flip/fold market can change the Android premium market trajectory but I wouldn't bet 5 bucks on it.
After M1 came out it prompted me to look at Apple below the surface of their personal electronics offerings. I would soon afterwards say to friends "strongest buy on Apple Stock" based in the coming years. Because Apple has taken what is called "vertical integration" to a level that competition isn't close to and simply can't replicate (obviously Apple's name brand being the gold standard is a BFD too). The basic analogy is the competition is building phones with an off the shelf gas guzzling 8 cylinder engine. But they are getting beat on every type of race track by Apple's custom 4 cylinder engine and custom control system. The competition just cannot win when Apple can make their racing machines precisely for the type of race it is in. So Android's off the shelf 8 cylinder offerings are related to fighting for who wins second place. Heavily labored analogy aside
, what Apple has put in place with its vertical integration and HW-SW ecosystem is epic. Now add in they are nearing their own custom radio/modem. And if rumors are to be believed they are even working on their own battery tech and display tech. This kind of control of HW-SW by making highly specific custom main parts is just a slam dunk on completion trying to compete with off the shelf parts and SW.