Season 4, Episode 2: ARM & SoftBank
Acquired
00:00
The Apple Business Model Is Like, Sorry, That's Not Your Lunch
Davidit is, it is worth putting a fine point on the business model where they don't manufacture chips. About half of their business, or a little bit less, i think, comes from designing the chips and then licensing those out. I'm not sure we would be doing this episode if softbank hadn't bought them," he says. "It's something like, if you look at the iphone, i think they make like 35 cents per unit"
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