IPhone 12 cost exposure, do you think the profit margin of mobile phones is large?

Thank you for inviting me.

As the most profitable mobile phone manufacturer in the world, many third-party research institutions will disassemble and evaluate the material cost of each new generation of Apple's iPhone, and so will this year's iPhone 12 series.

The cost exposure of iPhone 12 Recently, Japanese media and Japanese research company (Fomalhaut Techno Solutions) conducted a hardware cost disassembly analysis of IPhone 12 and iPhone 12 Pro. According to the component analysis, the material cost of iPhone 12 is 373 dollars (about 2454 yuan), while that of iPhone 12 Pro is 406 dollars (about 267 yuan1yuan).

Among them, the cost of 6. 1 inch OLED screen equipped with iPhone 12 is about 70 dollars; Apple's self-developed A 14 chip costs about $40; SK Hynix storage hard disk is about 65438 yuan+02.8; Samsung's NAND flash memory chip is about 19.2 USD, and Sony's CMOS sensor is about 7.5-7.9 USD. Korean suppliers dominate hardware costs.

In terms of the value of components supplied, Korean manufacturers of screen, memory, flash memory and other components account for the majority, with a cost share as high as 26.8%, followed by American manufacturers 2 1.9%. Japanese manufacturers also have a share of 13.6%, Taiwan Province manufacturers are1.1%,and Chinese mainland manufacturers only account for 4.6%.

In terms of profit, the starting price of iPhone 12 is $799, while the starting price of iPhone 12 Pro is $999. The price difference between them is $200, while the material cost is only $33. The higher the storage version, the higher the profit. If marketing, logistics, packaging, software development and other expenses are not taken into consideration, and only materials are used, an iPhone 12 will earn at least 426 dollars (about 2804 yuan), and an iPhone 12 Pro will earn at least 593 dollars (about 3902 yuan). The larger the storage space, the higher the profit.

Compared with the cost of iPhone 12, Techinsights, another analysis organization, made a relatively detailed analysis of the cost of 5 12GB iPhone 12 Pro. The specific raw material cost analysis is as follows.

IPhone 12 Pro 5 12GB component cost list:

The cost of A 14 processor +5G baseband modem is about $98.5. The cost of lidar and camera module is about $96; The memory cost is about $67.5; The cost of the frame shell is about $51.5; The cost of OLED display screen is about 5 1.5 USD, and the cost of mixed signal/RF technology is about 44.5 USD. The cost of other electronic equipment is about $34.5; The cost of assembling test and support materials is about $22.5; The cost of various connector sensors is about $20.5, and the cost of power management and audio is 19.5. The battery cost is about $7.5; According to the analysis of Techinsights, the material cost of the 5 12G version of iPhone 12 Pro is about 5 14 USD (about RMB 3,380). Compared with the material cost of iPhone 1 1 Pro last year (about 468.95 USD), the total cost increased by about 9.6%.

Techinsights further stated that the cost increase of iPhone 12 Pro was mainly due to the more advanced 5nm process of A 14 chip and the addition of 5G baseband of Qualcomm Snapdragon X55, which increased the cost by 26% compared with the previous generation;

However, the iPhone 12 series cancelled the free charging head and earphone, which reduced the cost of accessories. In addition, the battery capacity and battery cost of iPhone 12 series are reduced.

The pre-tax price of iPhone 12 Pro 5 12G is $65438 +0299 (about RMB 8550). If the cost of 3,380 yuan is deducted, Apple can earn 5 170 yuan for each top version of iPhone 12 Pro.

Cook: It is meaningless to simply analyze the cost of the mobile phone boom. Cook has repeatedly spit out these third-party research and analysis institutions, and thinks that it is meaningless to simply analyze the upsurge cost of iPhone. Because a new product can't be decided by BOOM at all, what's more, these analyses are extremely inaccurate, which has caused great misunderstanding to consumers and the market.

Specifically, an iPhone needs design, manufacturing, transportation, packaging, publicity, taxes and fees, patent fees and other links. Before its listing, and these also have costs, so it is of little significance to look at the prosperity cost alone.

How terrible is Apple's profit: it accounts for more than 80% of the mobile phone industry. However, it is undeniable that iPhone is the most profitable mobile phone manufacturer in the world, accounting for about 90% of global profits together with Samsung, while the remaining mobile phone manufacturers are competing for 10% profit. Minority manufacturers can't make money at all, and have gradually closed down in recent years.

Huawei Yu East has also used dialects many times, and small and medium-sized mobile phone manufacturers will die without profits. In the future, there will only be several giants such as Apple, Huawei and Samsung, which shows that the competition is very fierce.

IPhone is a well-known vampire in the industry. The cost is not very high, but the price is high, which guarantees a very good profit. Judging from the historical data given by the calling company, the average profit of Apple's mobile phone has steadily occupied more than 80% of the global share in the past few years. In this way, such figures are terrible.

According to the latest data given by Gartner, the global mobile phone shipments in the third quarter of this year were 366 million units, and the top five brands were Samsung, Huawei, Xiaomi, Apple and OPPO.

Affected by the delayed listing of iPhone 12 this year, Apple's ranking fell from the previous third place to the fourth place, ranking behind Xiaomi. However, with the full listing of iPhone 12 series at the end of October, the annual market share is expected to stabilize at the third place, and the profit has been firmly in the first place in the industry every year, separated from other mobile phone manufacturers by more than a dozen blocks. From this perspective, I have to admit that the profit of iPhone is terrible.