It is amazing how many analyst got this wrong. AAPL makes billions of dollars selling there products. It is about the money they make selling good stuff, not how much money they could lose by selling junk. AAPL has an extensive marketing research staff and they know what to sell and how to sell it. GOOG does not make money selling phones they make money by selling ads. By making the GOLD iPhone in limited supply they have created a whole market for these not must have products.
It is all about marketing research, and not by standing by a factory talking the production worker.