They'll win if they vertically integrate chip manufacturing - particularly the memory.
It's not as if they are short of money.
Isn’t Apple already doing this? Or what kind of vertical integration do you see other than their unified memory baked directly into the CPU?
Or are you saying that Apple should become a memory manufacturer, rather than working with TSMC?
The argument is that suppliers will serve somebody else in a price battle. If you own the supplier then they can’t do that.
Apple does not manufacture its products.