Seems that Apple is really changing the way they do things. My guess is that their gross margins are decreasing right now because of the manufacturing & product changes. However, it should go up if they continue doing what they are doing... Here is why:
Apple is designing 2 products to look the same with a lifecycle in between them. For example, iPad mini comes out with a new design that requires a new way to be manufactured (hence an increased manufacturing cost and a lower gross margin). After this product has been selling for roughly 1/2 year they change the larger iPad to look the same and use the same manufacturing techniques, therefor dramatically increasing the GM on this device. I wouldn't be surprised if we see the same with an iPhone and iPhone Light (or whatever they call the cheaper model).
It does something else other than help control the GM on new designs... It helps the cheaper device (with a lower GM) sell better because it has the new design first, which helps distribute costs over a larger # of sold units. ;-)
Apple is designing 2 products to look the same with a lifecycle in between them. For example, iPad mini comes out with a new design that requires a new way to be manufactured (hence an increased manufacturing cost and a lower gross margin). After this product has been selling for roughly 1/2 year they change the larger iPad to look the same and use the same manufacturing techniques, therefor dramatically increasing the GM on this device. I wouldn't be surprised if we see the same with an iPhone and iPhone Light (or whatever they call the cheaper model).
It does something else other than help control the GM on new designs... It helps the cheaper device (with a lower GM) sell better because it has the new design first, which helps distribute costs over a larger # of sold units. ;-)