Apple turns component crisis into competitive advantage
by Horace Dediu

When the going gets tough...
“Apple is moving into attack mode. They see the memory crisis as an opportunity to gain share,” said Francisco Jeronimo, Vice President at IDC. “All other smartphones in this price range will have to increase prices,” he added, noting that the shift could accelerate migration from Android to iOS, and from Chromebooks or traditional PCs to Mac devices.
The impact is expected to be most severe in the low-end Android segment, where profit margins are already thin. PC and Chromebook markets face similar challenges, with shipments forecast to decline by 11%.
Source: VietNamNet News
NB: ...the tough get going.
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