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蘋果 iPhone 5 賺很大!成本6千元是美國售價的32%
ET today 綜合報導 2012年09月20日 iPhone5雖然台灣還不能購買,不過歐美香港等第一波販售的國家已經開放預售,而且21日起出貨,根據市場研究機構HIS iSuppli提供的數據,容量16GB的iPhone 5用料總值199美元(約台幣5800元),製造成本8美元(約台幣235元)。iSuppli依照已經知道的供應商和零組件價格所作的初步分析顯示,售價849美元(約台幣24900元)的64GB版本合計成本增加到238美元(約台幣7000元),是繼第一代iPhone以來成本最高的機型。 iSuppli初步估計,加大且更先進的螢幕和加速的無線網路晶片,把16GB的iPhone 5的用料和製造成本推上207美元(約台幣6070元),但是,儘管生產成本創3年來新高,但是iPhone 5的製造和用料清單費用,只有空機價649美元(約台幣19000元)的32%而已,APPLE還是大賺。 iSuppli 指出,這些估計是依據「虛擬拆解」,這份分析不含軟體、權利金、授權和其他支出。實際檢視iPhone 5及其零組件後可能會修訂。不過,蘋果駐北京發言人卡洛琳.吳(Carolyn Wu)對iSuppli的成本拆解一事完全不予置評。 |
Teardowns reveal Apple's customary high margins for both iPhone 5S and 5C
iPhone 5S' fingerprint scanner the source of pinched supply, says IHS analyst Andrew Rassweiler By Gregg Keizer September 25, 2013 04:16 PM ET Computerworld - The 16GB iPhone 5S costs Apple approximately $199 to manufacture, while the plastic-encased 16GB iPhone 5C runs $173, putting both new smartphones comfortably within the Cupertino, Calif., company's envious profit margins, an analyst said today. Apple sells the iPhone 5S, its flagship, starting at $649 for a 16GB model sans a subsidy, and the iPhone 5C for $549, just $100 less. The smartphones are priced at $199 and $99, respectively, with a two-year carrier contract in the U.S. "Once again, Apple has stuck to its old tried-and-true formula of optimizing its iPhone hardware gross margins to attain maximum profitability," said Wayne Lam, a senior analyst at IHS, an El Segundo, Calif.-based research company, in a statement today. IHS, formerly known as iSuppli, regularly disassembles smartphones and tablets to see which component suppliers are on the upswing, which have been dumped by designers and manufacturers, and uses its examinations to estimate a "bill of materials," or BOM, of the device's manufacturing cost. The $199 BOM -- which includes an $8 estimate for actually assembling the iPhone 5S -- was almost identical to the $197 IHS pegged for 2012's iPhone 5 cost. "Technically, the iPhone 5S is a couple of bucks more than the iPhone 5," said Andrew Rassweiler, a senior director of HIS' cost benchmarking team, in an interview Wednesday. "But that's still a preliminary number and subject to change." In fact, the more Rassweiler and other IHS analysts look at the iPhone 5S, particularly its fingerprint scanner -- marketed as "Touch ID" by Apple -- the more they suspect that their $7 estimate for those components is too low. Costs of other components, however, may be lowered in the meantime, perhaps ending with a wash on the BOM. But the Touch ID addition to the iPhone 5S -- Apple didn't put the technology in the lower-priced 5C -- was intriguing to IHS for other reasons besides its component cost. "The fingerprint sensor is new stuff, and whenever you're dealing with new stuff, you're dealing with poor yield, which drives cost up and availability down," said Rassweiler. If there's a problem in Apple's supply chain for the iPhone 5S -- which most analysts believe there is, based on the shortages that appeared almost instantly with the launch last Friday -- it's in the fingerprint scanning components, said Rassweiler. "It's the pinch point," he said. "There are a lot of upgrades [in the 5S], new technologies and other new choices, but they're not so new and not so cutting-edge that it could become a problem." Apple ran through its initial stocks of the iPhone 5S within hours of opening the digital doors of its online store Friday at 12:01 a.m. PT. Its chain of retail stores exhausted supplies of the smartphone no later than Sunday mornings. CEO Tim Cook even mentioned the shortages Monday as the company announced a record-setting opening weekend, an indication of the seriousness of the emptied inventory. "We appreciate everyone's patience and are working hard to build enough new iPhones for everyone," Cook said in a statement earlier this week. Rassweiler dismissed the idea that the iPhone 5S' new A7 system-on-a-chip (SoC), which contains the smartphone industry's first-ever 64-bit processor, may have caused the shortages. "The A7, yes, it's new technology," Rassweiler said. "But [any problems with it are] still traditional wafer fab issues, and nothing like a completely new assembly like the fingerprint scanner. They're on two different planets. The [fingerprint] scanner is far more novel." According to IHS' teardown and BOM estimate, the cost of the A7 and M7 processors -- the latter was a motion processor found only in the iPhone 5S that continuously measures motion data generated by the built-in accelerometer, gyroscope and compass -- were $19 together. That was a far cry from the most expensive component, the $41 for the display and touch-screen, and also under the $32 for the smartphone's wireless components. Meanwhile, the iPhone 5C sported a BOM $25.25 less than the 5S' estimate, but still produced an implied margin almost as high as that of its pricier sibling: 68% for the 5C versus 69% for the 5S. IHS credited the normal cost reductions that accrue during a year for the lower BOM of the iPhone 5C. Apple leveraged the reductions by building the iPhone 5C as a knock-off of 2012's iPhone 5. "The iPhone 5C is basically an iPhone 5 in a plastic disguise," said Rassweiler. "The combination of the design and component reuse --- and the plastic enclosure --- has allowed Apple to offer a less expensive version of the iPhone, although it's still not cheap enough to be a true low-cost smartphone." IHS expected the iPhone 5C to cost even less before it began pulling one apart, largely because it had not accounted for the interior steel frame around which the plastic case is wrapped. Apple said that the frame also doubles as the smartphone's antenna. "They left a lot of downward price potential on the table," said Rassweiler of the 5C's components, design and construction. "We had made the naive assumption that the plastic iPhone would be more plasticky. But under the plastic case is a not-inexpensive metal frame." More information about the IHS cost estimates of the iPhone 5S and iPhone 5C can be found on the firm's website. |