Several industries have been hit hard by the prevailing semiconductor shortage, including cars and smartphones. But Apple can actually take advantage of the situation, a new report argues.

The investment firm Wedbush has written a research note, covered by AppleInsider, that assesses that Apple could be harmed by the shortfall in the short term, with component costs likely to rise. But it points out that Apple could use the opportunity to renegotiate its contracts and obtain better terms.

It sounds contradictory to argue that a shortage could lead to lower prices. But the research company believes that every chance to renegotiate gives a new chance for Apple to cut its costs.

However, Wedbush warns that the crisis could last longer than expected, as silicon wafers grow increasingly scarce.

This article originally appeared on Macworld Sweden. Translation by David Price.