What They Say
The Nikkei and the FT collaborated with Fomalhaut Techno Solutions to checkout the BOM cost of the iPhone 13. The interactive graphic includes an estimate that the OLED in the device costs $105 (20%). The camera module costs $77 (17.6%). The A15 processor is estimated at $45.
The article compares the cost with competitors from major brands (and Sony). The article points out that the BOM cost has risen over the last 10 years from 23% of the selling price to around 36%.
What We Think
The 64% GP (if Apple sells an iPhone itself in its stores) is still a good one! (BR)
