This is a fascinating perspective, but I can&#x27;t help but wonder if it cuts both ways: In the same way that current auto makers may underestimate their dependence on commodity chips in EVs and autonomous cars, the author may be underestimating Apple&#x27;s potential dependence on commodity mechanical systems.<p>Of course, there&#x27;s no reason Apple couldn&#x27;t suddenly pick up one of Delphi&#x27;s smaller competitors next week.