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computers / comp.mobile.android / Apple continues to lead in CPUs

SubjectAuthor
* Apple continues to lead in CPUsAlan
+* Re: Apple continues to lead in CPUsNic
|+* Re: Apple continues to lead in CPUsAlan Browne
||+* Re: Apple continues to lead in CPUsAlan
|||`* Re: Apple continues to lead in CPUsAlan Browne
||| +* Re: Apple continues to lead in CPUsNic
||| |`* Re: Apple continues to lead in CPUsAlan Browne
||| | `* Re: Apple continues to lead in CPUsNic
||| |  +- Re: Apple continues to lead in CPUsAlan
||| |  `* Re: Apple continues to lead in CPUsAlan Browne
||| |   `- Re: Apple continues to lead in CPUsAlan
||| `* Re: Apple continues to lead in CPUssms
|||  +* Re: Apple continues to lead in CPUsAlan Browne
|||  |`* Re: Apple continues to lead in CPUsAndy Burnelli
|||  | `* Re: Apple continues to lead in CPUsnospam
|||  |  `* Re: Apple continues to lead in CPUsAndy Burnelli
|||  |   `* Re: Apple continues to lead in CPUsAlan
|||  |    `* Re: Apple continues to lead in CPUsYour Name
|||  |     `* Re: Apple continues to lead in CPUsAndy Burnelli
|||  |      `- Re: Apple continues to lead in CPUsAlan
|||  `* Re: Apple continues to lead in CPUsAndy Burnelli
|||   `* Re: Apple continues to lead in CPUsAlan
|||    `* Re: Apple continues to lead in CPUsAlan Browne
|||     +- Re: Apple continues to lead in CPUsAlan
|||     +* Re: Apple continues to lead in CPUsAndy Burnelli
|||     |`* Re: Apple continues to lead in CPUsAlan
|||     | `* Re: Apple continues to lead in CPUsYour Name
|||     |  `* Re: Apple continues to lead in CPUsAndy Burnelli
|||     |   `- Re: Apple continues to lead in CPUsAlan
|||     `* Re: Apple continues to lead in CPUssms
|||      +* Re: Apple continues to lead in CPUsAlan Browne
|||      |+* Re: Apple continues to lead in CPUssms
|||      ||`* Re: Apple continues to lead in CPUsnospam
|||      || `* Re: Apple continues to lead in CPUsAndy Burnelli
|||      ||  `- Re: Apple continues to lead in CPUsAlan
|||      |`* Re: Apple continues to lead in CPUsAndy Burnelli
|||      | `- Re: Apple continues to lead in CPUsAlan
|||      `* Re: Apple continues to lead in CPUsAndy Burnelli
|||       `- Re: Apple continues to lead in CPUsAlan
||+- Re: Apple continues to lead in CPUssms
||`* Re: Apple continues to lead in CPUsNic
|| +- Re: Apple continues to lead in CPUsnospam
|| +* Re: Apple continues to lead in CPUsAlan Browne
|| |`- Re: Apple continues to lead in CPUsNic
|| +* Re: Apple continues to lead in CPUsLewis
|| |`* Re: Apple continues to lead in CPUsNic
|| | +* Re: Apple continues to lead in CPUssms
|| | |+- Re: Apple continues to lead in CPUsnospam
|| | |`* Re: Apple continues to lead in CPUsAndy Burnelli
|| | | `- Re: Apple continues to lead in CPUsAlan
|| | +* Re: Apple continues to lead in CPUsnospam
|| | |`* Re: Apple continues to lead in CPUsAndy Burnelli
|| | | `- Re: Apple continues to lead in CPUsAlan
|| | `* Re: Apple continues to lead in CPUsAlan
|| |  `* Re: Apple continues to lead in CPUsYour Name
|| |   `* Re: Apple continues to lead in CPUsAndy Burnelli
|| |    `- Re: Apple continues to lead in CPUsAlan
|| `* Re: Apple continues to lead in CPUsYour Name
||  `* Re: Apple continues to lead in CPUsAndy Burnelli
||   `- Re: Apple continues to lead in CPUsAlan
|`* Re: Apple continues to lead in CPUssms
| `* Re: Apple continues to lead in CPUsRJH
|  +- Re: Apple continues to lead in CPUsJoerg Lorenz
|  `* Re: Apple continues to lead in CPUssms
|   +* Re: Apple continues to lead in CPUsnospam
|   |`- Re: Apple continues to lead in CPUsAndy Burnelli
|   `* Re: Apple continues to lead in CPUsRJH
|    +- Re: Apple continues to lead in CPUssms
|    `* Re: Apple continues to lead in CPUsnospam
|     `- Re: Apple continues to lead in CPUsAndy Burnelli
`* Re: Apple continues to lead in CPUslew
 +* Re: Apple continues to lead in CPUsAlan
 |`* Re: Apple continues to lead in CPUslew
 | +* Re: Apple continues to lead in CPUsAlan
 | |`* Re: Apple continues to lead in CPUslew
 | | +- Re: Apple continues to lead in CPUsnospam
 | | +* Re: Apple continues to lead in CPUsAlan
 | | |`- Re: Apple continues to lead in CPUsnospam
 | | `- Re: Apple continues to lead in CPUsYour Name
 | `* Re: Apple continues to lead in CPUsLewis
 |  `* Re: Apple continues to lead in CPUslew
 |   `* Re: Apple continues to lead in CPUsLewis
 |    `* Re: Apple continues to lead in CPUslew
 |     +- Re: Apple continues to lead in CPUsnospam
 |     `* Re: Apple continues to lead in CPUsLewis
 |      `* Re: Apple continues to lead in CPUsAJL
 |       `* Re: Apple continues to lead in CPUssms
 |        +- Re: Apple continues to lead in CPUsKen Blake
 |        +* Re: Apple continues to lead in CPUsAJL
 |        |`* Re: Apple continues to lead in CPUssms
 |        | +- Re: Apple continues to lead in CPUsnospam
 |        | +- Re: Apple continues to lead in CPUsAJL
 |        | `* Re: Apple continues to lead in CPUsKen Blake
 |        |  `- Re: Apple continues to lead in CPUssms
 |        `- Re: Apple continues to lead in CPUsAndy Burnelli
 +* Re: Apple continues to lead in CPUsAndy Burnelli
 |`- Re: Apple continues to lead in CPUsAlan
 +* Re: Apple continues to lead in CPUsnospam
 |`* Re: Apple continues to lead in CPUsAndy Burnelli
 | +* Re: Apple continues to lead in CPUsAlan
 | |`* Re: Apple continues to lead in CPUsLewis
 | `* Re: Apple continues to lead in CPUsChris
 `- Re: Apple continues to lead in CPUsAlan Browne

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Apple continues to lead in CPUs

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From: nuh...@nope.com (Alan)
Newsgroups: comp.sys.mac.system,comp.sys.mac.advocacy,comp.mobile.android
Subject: Apple continues to lead in CPUs
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 by: Alan - Tue, 8 Mar 2022 21:16 UTC

And no one but a few kooks try to claim that these are anything but
Apple's intellectual property.

'The Apple M1 Ultra is Apple's latest piece of bespoke silicon, and it's
the most powerful M1 chip the company has ever made.

Unveiled during the March 2022 Apple Event, the M1 Ultra is an
incredibly powerful SoC (system-on-chip). It's basically two M1 Max
chips paired together, using a heretofore "hidden feature" of the Max:
special die-to-die interconnection tech that lets two Max chips work
together for all-new heights of power.

Apple calls this interconnection technology "UltraFusion", and it
appears to be enabling Apple silicon to reach unprecedented levels of
performance.'

<https://www.tomsguide.com/news/apple-m1-ultra-everything-we-know-so-far>

'We were expecting to see an all-new M2 chip unveiled early in 2022, not
a new top-end M1 chip like the Ultra, but you won't catch me
complaining; given that the M1 Max blew my expectations out of the water
in 2021, the prospect of a new chip that's effectively twice as powerful
is very exciting.'

Re: Apple continues to lead in CPUs

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From: Nic...@none.net (Nic)
Newsgroups: comp.sys.mac.system,comp.sys.mac.advocacy,comp.mobile.android
Subject: Re: Apple continues to lead in CPUs
Date: Tue, 8 Mar 2022 19:33:38 -0500
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 by: Nic - Wed, 9 Mar 2022 00:33 UTC

For the iPhone 12 Pro, the most expensive chip is the Qualcomm modem.
https://wccftech.com/iphone-12-pro-costs-406-to-make/

$90 for the Snapdragon X55 5G modem running in all iPhone 12 models
$70 per OLED panel display sourced from Samsung
$40 for Apple's A14 Bionic CPU

Re: Apple continues to lead in CPUs

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 by: Alan Browne - Wed, 9 Mar 2022 01:14 UTC

On 2022-03-08 19:33, Nic wrote:
> For the iPhone 12 Pro, the most expensive chip is the Qualcomm modem.
> https://wccftech.com/iphone-12-pro-costs-406-to-make/
>
> $90 for the Snapdragon X55 5G modem running in all iPhone 12 models
> $70 per OLED panel display sourced from Samsung
> $40 for Apple's A14 Bionic CPU

Not sure where those costs come from, but I'd bet Apple pay far, far
less than any list price or BOM cost anywhere that is publicly available
or leaked.

When an Asian electronics product lands in the US, it's a reasonable
rule of thumb to estimate the manufacturing cost (material, labour,
packaging (box)) to be about 25% of MSRP. This yields the manufacturer
about 10 - 20% margin out of which the profit is slim.

With Apple ... faggedaboutit ... whole different calculation - and
they're not telling. And the profit (not margin) is up in the > 30% range.

(Why they can afford the RD&E that produces these chips).

--
Beginning in the 1970's, all birds in North America were replaced by
drones made to look and act like birds. By 2004, no real birds are to
be found. They are all drones. They all belong to the government.
They spy on everyone. All of the time. Birds are not real.

Re: Apple continues to lead in CPUs

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From: nuh...@nope.com (Alan)
Newsgroups: comp.sys.mac.system,comp.sys.mac.advocacy,comp.mobile.android
Subject: Re: Apple continues to lead in CPUs
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 by: Alan - Wed, 9 Mar 2022 01:47 UTC

On 2022-03-08 5:14 p.m., Alan Browne wrote:
> On 2022-03-08 19:33, Nic wrote:
>> For the iPhone 12 Pro, the most expensive chip is the Qualcomm modem.
>> https://wccftech.com/iphone-12-pro-costs-406-to-make/
>>
>> $90 for the Snapdragon X55 5G modem running in all iPhone 12 models
>> $70 per OLED panel display sourced from Samsung
>> $40 for Apple's A14 Bionic CPU
>
> Not sure where those costs come from, but I'd bet Apple pay far, far
> less than any list price or BOM cost anywhere that is publicly available
> or leaked.
>
> When an Asian electronics product lands in the US, it's a reasonable
> rule of thumb to estimate the manufacturing cost (material, labour,
> packaging (box)) to be about 25% of MSRP.  This yields the manufacturer
> about 10 - 20% margin out of which the profit is slim.
>
> With Apple ... faggedaboutit ... whole different calculation - and
> they're not telling.  And the profit (not margin) is up in the > 30% range.
>
> (Why they can afford the RD&E that produces these chips).
>

Just wait for Arlen to come along and point out that as a percentage of
revenues (or profits), Apple's R&D spending isn't the most in the world...

....while ignoring that they are making so much money that they don't
have to spend as large a percentage.

:-)

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Subject: Re: Apple continues to lead in CPUs
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 by: sms - Wed, 9 Mar 2022 02:11 UTC

On 3/8/2022 4:33 PM, Nic wrote:
> For the iPhone 12 Pro, the most expensive chip is the Qualcomm modem.
> https://wccftech.com/iphone-12-pro-costs-406-to-make/
>
> $90 for the Snapdragon X55 5G modem running in all iPhone 12 models
> $70 per OLED panel display sourced from Samsung
> $40 for Apple's A14 Bionic CPU

Which is why Apple is working so diligently on developing their own 5G
modem, targeted for the iPhone 15. The iPhone 14 will have the Qualcomm
X60 modem and the A16 Bionic which should help it catch up to the
Samsung Galaxy S22 Ultra (see
<https://www.tomsguide.com/face-off/samsung-galaxy-s22-ultra-vs-apple-iphone-13-pro-max>.

Of course Apple having their own modem is not going to be have zero
cost, it will likely cost at least as much as the A17 to fabricate and
package, plus there will still be royalties to pay to Qualcomm and
others so don't expect that a few dollars less in component costs is
going to result in any kind of a price cut. Apple wants their own 5G
modem, but a big reason is that by the iPhone 17 they hope to be able to
do what Qualcomm does with Snapdragon and integrate the 5G modem into
their A19 Bionic which will be a big cost savings.

Samsung is thought to be paying around $130 for the SnapDragon with an
integrated X60 modem so Apple's cost of Bionic ($40) + Qualcomm modem
($90) is the same total.

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 by: sms - Wed, 9 Mar 2022 02:18 UTC

On 3/8/2022 5:14 PM, Alan Browne wrote:
> On 2022-03-08 19:33, Nic wrote:
>> For the iPhone 12 Pro, the most expensive chip is the Qualcomm modem.
>> https://wccftech.com/iphone-12-pro-costs-406-to-make/
>>
>> $90 for the Snapdragon X55 5G modem running in all iPhone 12 models
>> $70 per OLED panel display sourced from Samsung
>> $40 for Apple's A14 Bionic CPU
>
> Not sure where those costs come from, but I'd bet Apple pay far, far
> less than any list price or BOM cost anywhere that is publicly available
> or leaked.

Those prices are about the same as what Samsung pays Qualcomm for an
integrated modem/CPU.

There is no list price for the X55 modem since it is not normally sold
standalone.

Qualcomm uses the oil company law of supply and demand as popularized by
Robert Klein <https://www.youtube.com/watch?v=sWFeD8svMzw&t=1353s>.

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 by: RJH - Wed, 9 Mar 2022 15:11 UTC

On 9 Mar 2022 at 2:11:14 AM, sms <scharf.steven@geemail.com> wrote:

> Which is why Apple is working so diligently on developing their own 5G
> modem, targeted for the iPhone 15. The iPhone 14 will have the Qualcomm
> X60 modem and the A16 Bionic which should help it catch up to the
> Samsung Galaxy S22 Ultra (see
> <https://www.tomsguide.com/face-off/samsung-galaxy-s22-ultra-vs-apple-iphone-13-pro-max>.

I hope Apple hurries up with the integrated modem into the CPU as I don't
like having to pay $160 to Qualcomm and Samsung when I'm buying from Apple.
--
Cheers, Rob

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From: Nic...@none.net (Nic)
Newsgroups: comp.sys.mac.system,comp.sys.mac.advocacy,comp.mobile.android
Subject: Re: Apple continues to lead in CPUs
Date: Wed, 9 Mar 2022 10:31:49 -0500
Organization: Keeping Good Company
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 by: Nic - Wed, 9 Mar 2022 15:31 UTC

Alan Browne wrote:

>> For the iPhone 12 Pro, the most expensive chip is the Qualcomm modem.
>> https://wccftech.com/iphone-12-pro-costs-406-to-make/
>>
>> $90 for the Snapdragon X55 5G modem running in all iPhone 12 models
>> $70 per OLED panel display sourced from Samsung
>> $40 for Apple's A14 Bionic CPU
>
> Not sure where those costs come from, but I'd bet Apple pay far, far
> less than any list price or BOM cost anywhere that is publicly available
> or leaked.
>
> When an Asian electronics product lands in the US, it's a reasonable
> rule of thumb to estimate the manufacturing cost (material, labour,
> packaging (box)) to be about 25% of MSRP. This yields the manufacturer
> about 10 - 20% margin out of which the profit is slim.
>
> With Apple ... faggedaboutit ... whole different calculation - and
> they're not telling. And the profit (not margin) is up in the > 30% range.
>
> (Why they can afford the RD&E that produces these chips).

If the report is correct that $406 is how much the parts cost, then the
final price of the iPhone is around double the costs of the parts.
https://wccftech.com/iphone-12-pro-costs-406-to-make/

They break it down for us.
$90 for the Snapdragon X55 5G modem running in all iPhone 12 models
$70 per OLED panel display sourced from Samsung
$40 for Apple's A14 Bionic CPU
$19.20 per unit of Samsung flash memory
$12.80 per unit of SK Hynix DRAM
$7.40 to $7.90 per unit of Sony CMOS sensors

There is also a pie chart of where the parts come from.
26.7% from South Korea
21.9% from the United States
12.9% from Europe & others
13.6% from Japan
11.1% from Taiwan
4.6% from China

At the end of that news story, they compared the iPhone $406 parts cost to
the $549 Samsung Galaxy parts cost, which were even more expensive.
https://wccftech.com/galaxy-note-20-ultra-5g-costs-549-to-make/
Chargers, cables, and other accessories mount to $11 more for each Galaxy.

Apple got a good deal at iPhone parts costing $150 less than that Samsung.

Re: Apple continues to lead in CPUs

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 by: nospam - Wed, 9 Mar 2022 15:44 UTC

In article <t0ah97$1bqu$1@gioia.aioe.org>, Nic <Nic@none.net> wrote:

>
> If the report is correct that $406 is how much the parts cost,

it isn't.

all of the 'parts breakdowns' are highly inaccurate, regardless of
manufacturer or product.

as far as apple products go, nobody outside of a small group at apple
knows what prices they paid for various parts, some of which were
contracted long ago and bought in bulk in anticipation of a (then)
future price increase. in the ipod days, apple bought several *years*
of memory chips.

also, apple buys in significant volumes, especially for iphones, and
can get very good deals other companies cannot.

it also ignores the r&d that went into the design of the iphone as well
as the tooling for the factories to manufacture it, which also must be
recovered.

in other words, the price of parts today is completely meaningless.

Re: Apple continues to lead in CPUs

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From: hugyb...@gmx.ch (Joerg Lorenz)
Newsgroups: comp.mobile.android
Subject: Re: Apple continues to lead in CPUs
Date: Wed, 9 Mar 2022 16:44:33 +0100
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 by: Joerg Lorenz - Wed, 9 Mar 2022 15:44 UTC

Am 09.03.22 um 16:11 schrieb RJH:
> On 9 Mar 2022 at 2:11:14 AM, sms <scharf.steven@geemail.com> wrote:
>
>> Which is why Apple is working so diligently on developing their own 5G
>> modem, targeted for the iPhone 15. The iPhone 14 will have the Qualcomm
>> X60 modem and the A16 Bionic which should help it catch up to the
>> Samsung Galaxy S22 Ultra (see
>> <https://www.tomsguide.com/face-off/samsung-galaxy-s22-ultra-vs-apple-iphone-13-pro-max>.
>
> I hope Apple hurries up with the integrated modem into the CPU as I don't
> like having to pay $160 to Qualcomm and Samsung when I'm buying from Apple.

OT and totally Troll-style.

Re: Apple continues to lead in CPUs

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 by: Alan Browne - Wed, 9 Mar 2022 15:55 UTC

On 2022-03-08 20:47, Alan wrote:
> On 2022-03-08 5:14 p.m., Alan Browne wrote:
>> On 2022-03-08 19:33, Nic wrote:
>>> For the iPhone 12 Pro, the most expensive chip is the Qualcomm modem.
>>> https://wccftech.com/iphone-12-pro-costs-406-to-make/
>>>
>>> $90 for the Snapdragon X55 5G modem running in all iPhone 12 models
>>> $70 per OLED panel display sourced from Samsung
>>> $40 for Apple's A14 Bionic CPU
>>
>> Not sure where those costs come from, but I'd bet Apple pay far, far
>> less than any list price or BOM cost anywhere that is publicly
>> available or leaked.
>>
>> When an Asian electronics product lands in the US, it's a reasonable
>> rule of thumb to estimate the manufacturing cost (material, labour,
>> packaging (box)) to be about 25% of MSRP.  This yields the
>> manufacturer about 10 - 20% margin out of which the profit is slim.
>>
>> With Apple ... faggedaboutit ... whole different calculation - and
>> they're not telling.  And the profit (not margin) is up in the > 30%
>> range.
>>
>> (Why they can afford the RD&E that produces these chips).
>>
>
> Just wait for Arlen to come along and point out that as a percentage of
> revenues (or profits), Apple's R&D spending isn't the most in the world...
>
> ...while ignoring that they are making so much money that they don't
> have to spend as large a percentage.

"have to"? They couldn't physically spend RD&E as a "typical industry
percentage" even if they wanted to - unless they got way outside their
lane (and that would entail acquiring entire large companies to do so).

Outside their lane: They could simply buy Chrysler, Ford or GM for
example and that would solve the "car making" part of that sort of
venture. (And yeah, I know they are unlikely to do that).

--
Beginning in the 1970's, all birds in North America were replaced by
drones made to look and act like birds. By 2004, no real birds are to
be found. They are all drones. They all belong to the government.
They spy on everyone. All of the time. Birds are not real.

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 by: Alan Browne - Wed, 9 Mar 2022 16:00 UTC

On 2022-03-09 10:31, Nic wrote:
> Alan Browne wrote:
>
>>> For the iPhone 12 Pro, the most expensive chip is the Qualcomm modem.
>>> https://wccftech.com/iphone-12-pro-costs-406-to-make/
>>>
>>> $90 for the Snapdragon X55 5G modem running in all iPhone 12 models
>>> $70 per OLED panel display sourced from Samsung
>>> $40 for Apple's A14 Bionic CPU
>>
>> Not sure where those costs come from, but I'd bet Apple pay far, far
>> less than any list price or BOM cost anywhere that is publicly available
>> or leaked.
>>
>> When an Asian electronics product lands in the US, it's a reasonable
>> rule of thumb to estimate the manufacturing cost (material, labour,
>> packaging (box)) to be about 25% of MSRP. This yields the manufacturer
>> about 10 - 20% margin out of which the profit is slim.
>>
>> With Apple ... faggedaboutit ... whole different calculation - and
>> they're not telling. And the profit (not margin) is up in the > 30% range.
>>
>> (Why they can afford the RD&E that produces these chips).
>
> If the report is correct that $406 is how much the parts cost, then the

The report is correct only in that that is the information available to
whoever wrote the report. And Apple is not publishing its negotiated
costs to anyone anywhere.

> final price of the iPhone is around double the costs of the parts.
> https://wccftech.com/iphone-12-pro-costs-406-to-make/
>
> They break it down for us.
> $90 for the

You've missed the point that that list is not what _Apple_ pay. You can
be sure that they have whittled it down considerably due to volume
(millions of components of the same kind). Even the means by which
delivery occurs impacts the landed and manufacturing cost basis just due
to sheer volume.

--
Beginning in the 1970's, all birds in North America were replaced by
drones made to look and act like birds. By 2004, no real birds are to
be found. They are all drones. They all belong to the government.
They spy on everyone. All of the time. Birds are not real.

Re: Apple continues to lead in CPUs

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Subject: Re: Apple continues to lead in CPUs
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 by: Nic - Wed, 9 Mar 2022 16:24 UTC

Alan Browne wrote:

> You've missed the point that that list is not what _Apple_ pay.

The largest percentage of iPhone parts come from Samsung's home country.
26.7% from South Korea
21.9% from the United States

Even with a Samsung advantage, Apple negotiates better prices than Samsung.
$406 Apple parts
$549 Samsung parts

Re: Apple continues to lead in CPUs

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 by: Lewis - Wed, 9 Mar 2022 16:41 UTC

In message <t0ah97$1bqu$1@gioia.aioe.org> Nic <Nic@none.net> wrote:
> They break it down for us.
> $90 for the Snapdragon X55 5G modem running in all iPhone 12 models
> $70 per OLED panel display sourced from Samsung
> $40 for Apple's A14 Bionic CPU

This number, at the very least, is entirely fabrication. No one but
Apple knows how much an A14 costs. This number is certainly not
accounting for the cost of developing the chip over the last half
decade.

> Apple got a good deal at iPhone parts costing $150 less than that Samsung.

Based on made-up numbers for one of the most critical components, and
the one component that no one else can buy, ad is far more powerful than
any similar product available to others.

--
Yeah, Nick. Nick's the kinda guy you can trust. Nick's your buddy
Nick's the kinda guy you drink beers with. The kinda guy that
doesn't care if you puke in his car. Nick.

Re: Apple continues to lead in CPUs

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 by: Your Name - Wed, 9 Mar 2022 19:35 UTC

On 2022-03-09 15:31:49 +0000, Nic said:
> Alan Browne wrote:
>
>>> For the iPhone 12 Pro, the most expensive chip is the Qualcomm modem.
>>> https://wccftech.com/iphone-12-pro-costs-406-to-make/
>>>
>>> $90 for the Snapdragon X55 5G modem running in all iPhone 12 models
>>> $70 per OLED panel display sourced from Samsung
>>> $40 for Apple's A14 Bionic CPU
>>
>> Not sure where those costs come from, but I'd bet Apple pay far, far
>> less than any list price or BOM cost anywhere that is publicly available
>> or leaked.
>>
>> When an Asian electronics product lands in the US, it's a reasonable
>> rule of thumb to estimate the manufacturing cost (material, labour,
>> packaging (box)) to be about 25% of MSRP. This yields the manufacturer
>> about 10 - 20% margin out of which the profit is slim.
>>
>> With Apple ... faggedaboutit ... whole different calculation - and
>> they're not telling. And the profit (not margin) is up in the > 30% range.
>>
>> (Why they can afford the RD&E that produces these chips).
>
> If the report is correct that $406 is how much the parts cost, then the
> final price of the iPhone is around double the costs of the parts.
> https://wccftech.com/iphone-12-pro-costs-406-to-make/
>
> They break it down for us.
> $90 for the Snapdragon X55 5G modem running in all iPhone 12 models
> $70 per OLED panel display sourced from Samsung
> $40 for Apple's A14 Bionic CPU
> $19.20 per unit of Samsung flash memory
> $12.80 per unit of SK Hynix DRAM
> $7.40 to $7.90 per unit of Sony CMOS sensors
>
> There is also a pie chart of where the parts come from.
> 26.7% from South Korea
> 21.9% from the United States
> 12.9% from Europe & others
> 13.6% from Japan
> 11.1% from Taiwan
> 4.6% from China
>
> At the end of that news story, they compared the iPhone $406 parts cost to
> the $549 Samsung Galaxy parts cost, which were even more expensive.
> https://wccftech.com/galaxy-note-20-ultra-5g-costs-549-to-make/
> Chargers, cables, and other accessories mount to $11 more for each Galaxy.
>
> Apple got a good deal at iPhone parts costing $150 less than that Samsung.

Although Apple doesn't manufacture it themselves, they do design and
own the rights to the CPU, which in itself would be a saving. Same will
be happening with the 5G modem at some point.

Re: Apple continues to lead in CPUs

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Newsgroups: comp.sys.mac.system,comp.sys.mac.advocacy,comp.mobile.android
Subject: Re: Apple continues to lead in CPUs
Date: Thu, 10 Mar 2022 18:36:52 -0500
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 by: Nic - Thu, 10 Mar 2022 23:36 UTC

Alan Browne wrote:

> "have to"? They couldn't physically spend RD&E as a "typical industry
> percentage" even if they wanted to - unless they got way outside their
> lane (and that would entail acquiring entire large companies to do so).

What is the percentage that Apple spends in R&D compared to the others?

> Outside their lane: They could simply buy Chrysler, Ford or GM for
> example and that would solve the "car making" part of that sort of
> venture. (And yeah, I know they are unlikely to do that).

How much in dollars does Apple typically spend in yearly total R&D costs?

Re: Apple continues to lead in CPUs

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Subject: Re: Apple continues to lead in CPUs
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 by: Nic - Thu, 10 Mar 2022 23:40 UTC

Lewis wrote:

>> Apple got a good deal at iPhone parts costing $150 less than that Samsung.
>
> Based on made-up numbers for one of the most critical components, and
> the one component that no one else can buy, ad is far more powerful than
> any similar product available to others.

We may not know everything but it was widely reported for the iPhone 11 that
Apple used worse components than Samsung did, which turns into Apple profit.

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 by: sms - Fri, 11 Mar 2022 00:03 UTC

On 3/10/2022 3:40 PM, Nic wrote:
> Lewis wrote:
>
>>> Apple got a good deal at iPhone parts costing $150 less than that Samsung.
>>
>> Based on made-up numbers for one of the most critical components, and
>> the one component that no one else can buy, ad is far more powerful than
>> any similar product available to others.
>
> We may not know everything but it was widely reported for the iPhone 11 that
> Apple used worse components than Samsung did, which turns into Apple profit.

You have to remember that the iPhone typically lags Samsung flagships in
terms of features by 1-2 years.

Saying "worse" components is not really accurate. Nothing wrong with the
components in the iPhone 11, but of course Samsung used newer, more
up-to-date, components in their competing models.

The iPhone 11 and the Samsung Galaxy S20 were the same generation

Screen
------
iPhone 11: 6.1", 1792 x 828‑pixel resolution @326 ppi, 60Hz, LCD
Galaxy S20: 6.2", 1440 x 3200 pixels, @563 ppi, 120Hz, AMOLED

Modem
-----
iPhone 11: Intel 4G LTE
Galaxy S20: Qualcomm X55 5G

Storage
-------
iPhone 11: No MicroSD Card Slot
Galaxy S20: MicroSD Card Slot

It is true that the Bionic CPU usually scores higher on synthetic
benchmark tests that the Qualcomm processor of the same generation,
though neither results in any application lag.

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 by: nospam - Fri, 11 Mar 2022 00:13 UTC

In article <t0e2ab$f9i$1@gioia.aioe.org>, Nic <Nic@none.net> wrote:

>
> We may not know everything

some people don't know anything.

> but it was widely reported for the iPhone 11 that
> Apple used worse components than Samsung did, which turns into Apple profit.

widely reported where? at the same outlets which continue to claim that
trump is still president?

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 by: nospam - Fri, 11 Mar 2022 00:13 UTC

In article <t0e3k3$o83$1@dont-email.me>, sms
<scharf.steven@geemail.com> wrote:

>
> You have to remember that the iPhone typically lags Samsung flagships in
> terms of features by 1-2 years.

it's the other way around, something which samsung has openly admitted.

samsung's strategy is to copy what other companies do, and do a
half-assed job too.

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Newsgroups: comp.sys.mac.system,comp.sys.mac.advocacy,comp.mobile.android
Subject: Re: Apple continues to lead in CPUs
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 by: Andy Burnelli - Fri, 11 Mar 2022 02:13 UTC

nospam wrote:

>> but it was widely reported for the iPhone 11 that
>> Apple used worse components than Samsung did, which turns into Apple profit.
>
> widely reported where?

You ignorant iKooks are like the Russians in that you're ignorant of what
everyone else knows, nospam.
*The iPhone 12 is built using cheap components.*

Don't you ever read the news, nospam?
a. Either you're ignorant of the cheaper battery technology,
b. Or, you lied.
(Pick one.)

Always the iKooks are dead wrong in _everything_ they claim.

We covered the shitty iPhone components in the past, nospam.
a. Your memory is short.
b. Or, you think we're stupid. (Which I consider an insult.)
(Pick one.)

Unlike you uneducated low-IQ iKooks, my memory is just fine, and it's not
just the battery where Apple fucked the customer with crappy components.

*Phone 12 to Use Smaller, Cheaper Battery*
<https://www.pcmag.com/news/report-iphone-12-to-use-smaller-cheaper-battery
"Apple to offset costly 5G iPhone components with cheaper battery tech"

*Apple to offset costly 5G iPhone components with cheaper battery tech*
<https://appleinsider.com/articles/20/08/21/apple-to-offset-cost-of-5g-iphone-components-with-cheaper-battery-tech>

*Apple will use cheaper iPhone battery technology to offset cost of adding 5G*
<https://www.phonearena.com/news/apple-to-skimp-on-battery-tech-for-5g-iPhones-says-Kuo_id126708>

What is no longer shocking is you iKooks can't even remember that we covered
this in detail, so your brazen lies to the contrary won't work with
_intelligent_ people (it works only with you ignorant iKooks, nospam).
--
I don't care that iKooks are child-like with a low-IQ & no education & low
self esteem; but due to that, they're so confident in being so very wrong.

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 by: Alan - Fri, 11 Mar 2022 05:24 UTC

On 2022-03-10 6:13 p.m., Andy Burnelli wrote:
> nospam wrote:
>
>>> but it was widely reported for the iPhone 11 that
>>> Apple used worse components than Samsung did, which turns into Apple
>>> profit.
>>
>> widely reported where?
>
> You ignorant iKooks are like the Russians in that you're ignorant of what
> everyone else knows, nospam.
>  *The iPhone 12 is built using cheap components.*
>
> Don't you ever read the news, nospam?
> a. Either you're ignorant of the cheaper battery technology, b. Or, you
> lied.
>   (Pick one.)
>
> Always the iKooks are dead wrong in _everything_ they claim.
>
> We covered the shitty iPhone components in the past, nospam.
> a. Your memory is short.
> b. Or, you think we're stupid. (Which I consider an insult.)
>   (Pick one.)
>
> Unlike you uneducated low-IQ iKooks, my memory is just fine, and it's not
> just the battery where Apple fucked the customer with crappy components.
>
>  *Phone 12 to Use Smaller, Cheaper Battery*
> <https://www.pcmag.com/news/report-iphone-12-to-use-smaller-cheaper-battery
>  "Apple to offset costly 5G iPhone components with cheaper battery tech"

"That's the prediction of well-known Apple analyst Ming-Chi Kuo."

Do you know what a "prediction" is?

Can you show this one panned out?

>
> *Apple to offset costly 5G iPhone components with cheaper battery tech*
> <https://appleinsider.com/articles/20/08/21/apple-to-offset-cost-of-5g-iphone-components-with-cheaper-battery-tech>

Same prediction from the same source.

>
>
> *Apple will use cheaper iPhone battery technology to offset cost of
> adding 5G*
> <https://www.phonearena.com/news/apple-to-skimp-on-battery-tech-for-5g-iPhones-says-Kuo_id126708>

Same prediction from the same source.

Got any actual facts that it actually came true?

>
>
> What is no longer shocking is you iKooks can't even remember that we
> covered
> this in detail, so your brazen lies to the contrary won't work with
> _intelligent_ people (it works only with you ignorant iKooks, nospam).

What's not shocking is that you can't stand you were wrong about Apple
developing it's own processors

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 by: Alan - Fri, 11 Mar 2022 05:25 UTC

On 2022-03-10 3:40 p.m., Nic wrote:
> Lewis wrote:
>
>>> Apple got a good deal at iPhone parts costing $150 less than that Samsung.
>>
>> Based on made-up numbers for one of the most critical components, and
>> the one component that no one else can buy, ad is far more powerful than
>> any similar product available to others.
>
> We may not know everything but it was widely reported for the iPhone 11 that
> Apple used worse components than Samsung did, which turns into Apple profit.

"Widely reported"... ...where?

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 by: Your Name - Fri, 11 Mar 2022 05:38 UTC

On 2022-03-11 05:25:18 +0000, Alan said:
> On 2022-03-10 3:40 p.m., Nic wrote:
>> Lewis wrote:
>>>>
>>>> Apple got a good deal at iPhone parts costing $150 less than that Samsung.
>>>
>>> Based on made-up numbers for one of the most critical components, and
>>> the one component that no one else can buy, ad is far more powerful than
>>> any similar product available to others.
>>
>> We may not know everything but it was widely reported for the iPhone 11 that
>> Apple used worse components than Samsung did, which turns into Apple profit.
>
> "Widely reported"... ...where?

By the multiple voices in his head.

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 by: Andy Burnelli - Fri, 11 Mar 2022 11:46 UTC

Your Name wrote:

> By the multiple voices in his head.

These uneducated low-IQ iKooks only believe Apple marketing propaganda.

*Apple put cheap batteries and boards into the iPhone 12 for profit*
<https://www.theverge.com/2020/8/21/21394985/apple-iphone-12-battery-cost-5g-kuo>
<https://appleinsider.com/articles/20/08/21/apple-to-offset-cost-of-5g-iphone-components-with-cheaper-battery-tech>
<https://www.maticstoday.com/2020/08/21/why-apple-is-using-cheap-battery-parts-in-iphone-12/>
<https://9to5mac.com/2020/08/21/kuo-iphone-12-5g-component-cost/>
<https://www.pcmag.com/news/report-iphone-12-to-use-smaller-cheaper-battery>
<https://www.macrumors.com/2020/08/20/kuo-iphone-12-battery-board/>
<https://www.timesnownews.com/technology-science/article/apple-opting-for-cheaper-battery-parts-to-cut-costs-on-5g-iphone-12-analyst-ming-chi-kuo/640657>
<https://techlog360.com/apple-will-use-cheaper-parts-in-the-iphone-12/>
<https://www.phonearena.com/news/apple-to-skimp-on-battery-tech-for-5g-iPhones-says-Kuo_id126708>
--
I don't care that iKooks are child-like with a low-IQ & no education & low
self esteem; but due to that, they're so confident in being so very wrong.

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