Spot on. There are sufficient players operating at comparable scale to Apple in these markets that we must conclude that trends like this are significantly driven by the demand side.
That's not to say that this trend isn't convenient for the supply side, and that this doesn't play in, it's just to say that it's self-evident that you are correct - the average consumer does, in the end, prefer hard-to-repair and therefore shorter-lived devices, with the advantages they bring, to the alternatives.
If this wasn't the case, there's a HUGE amount of money on the table, and one of the other players would certainly have grabbed it from Apple, instead of mimicking their approach.
That's not to say that this trend isn't convenient for the supply side, and that this doesn't play in, it's just to say that it's self-evident that you are correct - the average consumer does, in the end, prefer hard-to-repair and therefore shorter-lived devices, with the advantages they bring, to the alternatives.
If this wasn't the case, there's a HUGE amount of money on the table, and one of the other players would certainly have grabbed it from Apple, instead of mimicking their approach.