“What’s under the hood?” Shuli Ren reports for Barron’s. “Tear down the Apple Watch and find the Apple bump!
“That’s exactly what UBS just did, to the Apple Watch 42mm SS with White Sport band, A1554, which uses a stainless steel case and sapphire coating,” Ren reports. “UBS estimates that an Apple Watch cost $133.9 to manufacture and the biggest value drivers are System-in-Package, or SiP ($41.30), the casing module ($37) and the OLED display ($15). The crown ($10) and the touch module ($4.80) are relatively insignificant.”
Ren reports, “UBS believes LG Display is the sole supplier for Apple Watch’s display, but the Apple bump is likely to be very small for the Korean company.”
Read more in the full article here.
MacDailyNews Take: Seems to concur with other Apple Watch teardowns.