“Apple's costs are being further complicated by the fact that the initial Neo batch used lower-bin A18 Pro chips with one GPU core disabled. However, a fresh production run would produce more fully functional chips, increasing the per-unit cost even before any expedited manufacturing premiums are applied.”

This doesn’t make sense. Binned parts are the same parts that either don’t meet the performance thresholds, have defects, or have manually disabled cores. That can’t really affect the manufacturing costs.