The author argues that high-capacity 2TB iPhone models could contribute disproportionately to Apple's profit, estimating that 20 million units at ~$500 profit each would yield ~$10B, roughly 10% of annual profit. The mechanism is premium storage pricing driving higher per-unit margins on a small share of total iPhone volume. The author explicitly admits the 20 million unit figure is made up, which is the main weakness of the thesis. No specific catalyst or time horizon is given.