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For an extended period, Apple has wielded significant influence over the electronics supply chain. However, the landscape is undergoing a transformation. AI firms are pouring substantial investments into crucial product areas, including chips, memory components, and specialized fiberglass materials. This strategic move is gradually enabling them to outpace Apple in the fierce competition for core component supplies.
Suppliers, who were once accustomed to catering exclusively to Apple's demands, now find themselves in a position of newfound bargaining power. With alternative buyers vying for their products, these suppliers can now negotiate higher prices from the iPhone giant, potentially impacting Apple's cost structure and, consequently, its profit margins.
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