It felt like Apple almost accidentally burst the bubble a few months (or was it a year?) ago when Apple stated their intent to just lease or license one of the leading models. I am not an economist but it definitely looks like they are following the same strategy as Berkshire Hathaway with Apple's board planning to buy on the "dip" everyone outside is seeing as inevitable.

Strategically it would make sense for Apple if they not only extracted steep concessions also gouged out more control over Samsung and Apple's fabs.