“The total cost of materials used inside the latest iPhone [8GB] is $174.33, a dollar and change higher than the preliminary estimate iSuppli made in June, about two weeks before the phone was actually released. If the analysis is correct, Apple is spending about $53 less on materials than it did with the first iPhone, which iSuppli says costs $227 to make,” Arik Hesseldahl reports for BusinessWeek. “After accounting for a subsidy from AT&T, iSuppli reckons Apple makes a per-unit gross profit of 55%.”
MacDailyNews Note: iSuppli estimated only the total cost of materials and does not factor in R&D, assembly, marketing, packaging, and other costs associated with Apple’s iPhone.
“Many of the companies supplying parts for the latest iPhone have remained the same, iSuppli found. German chipmaker Infineon appears to have been a big winner, however, supplying parts that power some of the new features in the second version of the handset. Infineon supplied both the 3G wireless chipsets—the chips that allow the phone to work with fast wireless data networks—and the chips that enable navigation via global positioning system satellites,” Hesseldahl reports.
“At the heart of the wireless chipsets are two cores—the central brain of a chip—that come from ARM Holdings (ARMH.O),” Hesseldahl reports.
More about what’s in the iPhone here.
Eric Savitz reports for Barron’s, “Friedman Billings Ramsey analyst Craig Berger notes that Marvell is supplying the WiFi chips for the phone, as expected, and that Linear Technology is supplying the battery/USB charger, again as expected. He notes that Skyworks provides a power amplifier module, and that Cambridge Silicon Radio ‘is the Bluetooth winner.’ He concurs that Infineon is ‘the biggest winner.'”
Full article here.