I was using "bandwidth" technically, in the signal processing sense. The 5 days is a wavelength, as is (say) the month it takes a chip to get through Samsung's fab. Apple has a knob to control the latter signal, but it's too coarse (by literally an order of magnitude) to modulate the former. Ergo snitzr's supposition that it was Apple's agility and control over the supply chain that is responsible for the 5 day inventory size cannot be right.
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Comparing 5 days with the time Apple would need to change its production orders is like comparing bandwidth with latency.
I was using "bandwidth" technically, in the signal processing sense. The 5 days is a wavelength, as is (say) the month it takes a chip to get through Samsung's fab. Apple has a knob to control the latter signal, but it's too coarse (by literally an order of magnitude) to modulate the former. Ergo snitzr's supposition that it was Apple's agility and control over the supply chain that is responsible for the 5 day inventory size cannot be right.