Counterpoint analysis has put collectively an estimate of the iPhone 12 element prices in a so-called Invoice of Supplies (BOM) evaluation. It estimates that Apple’s complete price for supplies for the US model of the middle-tier base mannequin iPhone 12 is $431 – 26% up on the iPhone 11.
The corporate supplied a breakdown of among the fundamental prices concerned …
Producing a 128GB iPhone 12 mmWave (millimeter-wave) smartphone will price Apple as much as $431, 26% greater in comparison with the iPhone 11, based on the newest invoice of supplies (BoM) evaluation by Counterpoint’s element analysis apply. Regardless of over $27 price financial savings because of the simplified RF design, the BoM price of the sub-6GHz-only mannequin for abroad markets nonetheless elevated by 18%.
Assuming a 38% mmWave combine, the blended supplies price for the iPhone 12 with 128GB NAND flash is sort of $415, a 21% enhance over its predecessor. Software processor, 5G baseband, show and 5G RF parts characterize the foremost areas of the associated fee enhance.
Apple probably pays TSMC $17 extra for the A14 chip than it did for the A13 one.
The brand new era of Apple cellular processors, the A14 bionic, comprises a whopping 11.8 billion transistors, up 39% from the A13’s 8.5 billion models. This offers vital efficiency enhancements in features of CPU, GPU and Neural Engine. Given the a lot greater 5nm wafer price (almost double that for 7nm), the appliance processor alone is estimated to introduce a value enhance of over $17.
The swap from LCD to OLED within the base mannequin iPhone 12 is estimated to have price Apple an additional $23 per unit.
The agency does assume Apple might have managed to make price financial savings elsewhere, by bringing on board extra element suppliers. This reduces threat and permits the corporate to barter decrease prices by taking part in off one provider towards one other.
Apple has managed to diversify its provide sources. For the iPhone 12, the reminiscence orders are break up between business leaders, with Samsung and KIOXIA (Toshiba) supplying NAND flash, and SK Hynix and Micron supplying LPDDR4X. The digicam content material shares are largely gained by Sony, LG Innotek and Sharp. NXP and Broadcom proceed offering options for wi-fi connection and show/contact management. Cirrus Logic, Goertek, Knowles and AAC dominate the audio design. TI and ST are main suppliers of energy and battery administration IC. Apple has additionally expanded its cooperation with ASE/USI, leveraging the latter’s SiP (System in Package deal) packaging expertise to miniaturize the design.
The iPhone 12 element prices solely cowl supplies. They don’t embody meeting, packaging or distribution. Plus, in fact, an enormous proportion of Apple’s prices are in analysis & growth and gross sales & advertising – together with the price of Apple Shops.
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