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iPhone 14 Pro Max materials cost 3.7% more than iPhone 13 Pro Max

lundi 13 février 2023, 15:33 , par Mac Daily News
The blended bill of materials (BoM) cost for the iPhone 14 Pro Max with 128GB NAND flash is about $464, a 3.7% increase from that of the iPhone 13 Pro Max, according to Counterpoint Research.
Apple’s flagship iPhone 14 Pro Max
Producing a 128GB iPhone 14 Pro Max mmWave smartphone costs Apple up to $474, according to Counterpoint Research’s BoM analysis. The BoM cost of the sub-6GHz model comes to $454. Assuming a 44% mmWave mix (by the end of 2022), the blended materials cost for the iPhone 14 Pro Max is about $464, a 3.7% increase over that of the iPhone 13 Pro Max. The application processor, display and camera are the main categories where cost has increased. These components now also command a larger share in the BoM.
Apple’s first 4nm process-powered application processor
Apple’s new-generation mobile processor, the A16 bionic, contains a whopping 16 billion transistors, a 6.7% increase from the A15’s 15 billion transistors. This facilitates improved CPU, GPU, neural engine and camera ISP performances. Due to its more advanced 4nm process, the application processor alone is estimated to introduce a cost increase of $11, driving the processing category’s share to 20% in BoM cost.
Display upgrade with always-on feature
Apart from upgrading the peak brightness in HDR mode and outdoor mode, Apple has added an always-on display feature in the iPhone 14 Pro Max. The feature makes the display easy to view when the lock screen is on. All the upgrades together have increased the display category’s. The panels used in the iPhone 14 Pro Max are supplied by Samsung.
48MP CIS upgrade on main camera
The iPhone 14 Pro Max has a 48MP main camera with a quad-pixel image sensor with a sensor area that is 65% larger than that in the iPhone 13 Pro Max. The main camera’s sensor-shift stabilization has also been upgraded to the second generation in the iPhone 14 Pro Max. Sony supplies the image sensor for Apple. Sunny Optical, Largan Digital and GSEO are the suppliers for the main camera’s 7P lens, while LG Innotek supplies the module. The front camera has been improved with the addition of the auto-focus feature while its lens has been upgraded to 6P from the 5P present in the iPhone 13 Pro Max. GSEO and Sunny Optical are the main suppliers of the front camera lens. These upgrades together have driven the camera category cost up by $6.30 in the iPhone 14 Pro Max.
Cellular group cost drop
Compared with that of its predecessor, the iPhone 14 Pro Max’s blended cellular group cost share dropped to 13% due to a fall in component prices as 5G cellular technology rises in popularity. Qualcomm, Qorvo, Skyworks, Broadcom and are component suppliers in the cellular category for the iPhone 14 Pro Max.
Diversified sources of supply
Apple continues to diversify its supply sources. KIOXIA and SanDisk supply the NAND flash for the iPhone 14 Pro Max, while SK hynix, Samsung and Micron supply the LPDDR5. NXP and Broadcom remain suppliers of wireless connections, display and touch control solutions for the device. Cirrus Logic, Goertek, Knowles and AAC dominate the audio-related design. TI and ST Micro are major suppliers of power and battery management IC in the iPhone 14 Pro Max.
Self-designed components’ cost share rise
Apple’s self-designed components have a larger share in the overall BoM cost of the iPhone 14 Pro Max than in that of the iPhone 13 Pro Max. Apart from the A16 bionic processor, Apple’s self-designed chips include PMIC, audio, connectivity and touch control. Our estimate suggests that Apple’s self-designed components account for 22% of the overall BoM cost of the iPhone 14 Pro Max.
MacDailyNews Take: These costs, of course do not factor in R&D (creating the world’s most powerful – by far – smartphone chip doesn’t come free) or marketing/promotions, to name just two additional costs.
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[Thanks to MacDailyNews Reader “Fred Mertz” for the heads up.]
The post iPhone 14 Pro Max materials cost 3.7% more than iPhone 13 Pro Max appeared first on MacDailyNews.
https://macdailynews.com/2023/02/13/iphone-14-pro-max-materials-cost-3-7-more-than-iphone-13-pro-max
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