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Tag: estimate

  • Estimate data surfaces as to Apple Vision Pro component costs

    Estimate data surfaces as to Apple Vision Pro component costs

    The estimates are in and it looks like Apple’s making a tidy profit on each Apple Vision Pro headset sold.

    While it’s no secret that the device starts at $3,500 for 256GB of storage, new data from research firm Omdia estimates that Apple’s cost to build a Vision Pro headset comes in at just over $1,500.

    Per CNBC, Omdia’s research estimates that Vision Pro’s hardware components cost Apple a total of $1,542. The most expensive component is the 1.25-inch micro-OLED display, of which each Vision Pro uses two. These are the displays that go inside the headset, one for each of the user’s eyes.

    Omdia has stated that Apple pays $228 for each display from Sony, which comes to $456 for these components.

    The second most expensive Vision Pro components are the M2 and R1 chips. Apple has stated that the R1 is specifically dedicated to processing input from the cameras, sensors, and microphones, streaming images to the displays within 12 milliseconds.

    The price for these components could always trend lower, and Apple went with a relatively low-volume product for its first generation, with estimates suggesting that Apple will ship around 400,000 units in 2024.

    Apple works closely with its suppliers and oftentimes finalizes component costs well ahead of time. These numbers also only cover materials and don’t include other production costs like assembly, packaging, or distribution. Apple has, of course, spent huge amounts of money on research and development, sales, and marketing.

    Stay tuned for additional details as they become available.

    Via 9to5Mac and CNBC

  • Rumor: OLED iPad Pro models could see significant price increases

    Rumor: OLED iPad Pro models could see significant price increases

    Apple’s next-gen OLED iPad Pro tablets could be significantly more expensive than the current models.

    According to industry sources cited by The Elec, Apple is already considering its pricing strategy for next year’s two OLED iPad Pro models, with current estimates starting at $1,500 and $1,800 for the 11-inch and 13-inch models, respectively.

    This would result in a price increase of more than 80 percent for the 11-inch iPad Pro with an OLED display than the existing 11-inch ‌iPad Pro‌ with LED Liquid Retina display, which starts at $799. The 13-inch model would be more than 60 percent more expensive than the current 12.9-inch ‌iPad Pro‌ with mini-LED Liquid Retina XDR display, which starts at $1,099.

    Per the report, the industry response to the price hikes is divided. Some consider them to represent a reasonable increase given the switch to a superior technology that will attract Apple’s loyal customer base. Others believe the prices will make it difficult to maintain sales because iPads lack the replacement demand of iPhones.

    The main reason for the price increase is said to be the large proportion of material costs taken up by OLED panel procurement. Apple is said to be in discussion with both Samsung and LG Display about the price of supplying the panels, the specifications for which will require the use of production processes that have not been combined before for OLED panels of the required size.

    It’s also been rumored that the supply price of OLED panels for existing 10-inch devices is around $100 to $150, whereas the outlay for the processes involved in making Apple’s required 11-inch and 13-inch panels may be closer to $270 and $350, respectively.

    The report also notes that the OLED iPad Pro price estimates from the industry could change in the future. The OLED panels scheduled to be delivered by LG and Samsung are still in the development stage, so the panel prices have not been finalized.

    Stay tuned for additional details as they become available.

    Via MacRumors and The Elec

  • Rumor: Apple devoting additional resources to higher-end iPhone 14 models, scaling back base-model iPhone 14 production

    Rumor: Apple devoting additional resources to higher-end iPhone 14 models, scaling back base-model iPhone 14 production

    You might have an easier time buying the higher-end iPhone 14 as opposed to the base models.

    Per ITHome, Foxconn, one of Apple’s largest suppliers, has been instructed to dismantle at least five production lines that were previously making the ‌iPhone 14‌ in Zhengzhou, China. Based on the report, it’s unclear if this includes just the 6.1-inch ‌iPhone 14‌ or also the larger 6.7-inch ‌iPhone 14‌ Plus.

    The update comes from noted analyst Ming-Chi Kuo, who this week stated that Apple is ramping up production of the iPhone 14 Pro and moving production resources away from the ‌iPhone 14‌ and into the iPhone 14 Pro to keep up.

    Over on Apple’s website, the higher-end iPhone 14 Pro and iPhone 14 Pro Max configurations remain estimated to ship out in weeks for new order, while the base model iPhone 14 is available without delay. The ‌iPhone 14‌ Plus, arriving to customers on Friday, October 7, faces no delay on Apple’s website.

    The base model iPhone 14 offers the same design and display as the iPhone 13, but is power by the same chip found in the iPhone 13 Pro and offers newer camera features. The 6.7-inch ‌‌iPhone 14‌‌ Plus is a larger version with a bigger battery, replacing the previous “mini” size from the iPhone 12 and 13 lineups.

    Stay tuned for additional details as they become available.

    Via MacRumors and ITHome

  • Delivery dates for some iPhone 14 models slip into October

    Delivery dates for some iPhone 14 models slip into October

    Last week, Apple began accepting preorders for all four iPhone 14 models. As usual, the delivery dates began to slip and are now into the October timeframe within Apple’s online Store in the U.S. as well as additional countries.

    As of now, exact availability varies by the configuration as well as model type.

    There were also reports that Apple was beginning to have some issues with its online store as preordering for the new iPhone 14 models began. Those lucky enough to have successfully placed an order should expect their units to arrive on launch day.

    Right now, the iPhone 14, iPhone 14 Pro and iPhone Pro Max models are to begin arriving to customers and launch stores Friday, Sept. 16. The iPhone 14 Plus launches Friday, Oct. 7.

    For customers that have yet to order their devices, many estimates for the iPhone 14 Pro and iPhone 14 Pro Max models are now well into the first half of October. Orders for the standard iPhone 14 and iPhone 14 Plus are still looking to arrive on time for customers.

    Similarly, the situation looks to be about the same in Canada, where reports indicate that nearly all iPhone 14 Pro and Pro Max configurations have an estimated delivery date for October.

    For customers looking to snag an iPhone 14 in person, they may be able to arrange in-store pickup at their local Apple Store during the checkout process on Apple’s website. However, selecting this option may still limit availability.

    Those really wanting to push their luck may find that their local Apple Store has a limited stock of the new iPhones for walk-in customers on the day of launch.

    The standard iPhone 14 features the A15 Bionic chip, which features an additional GPU core. The iPhone 14 and iPhone 14 Plus also come with the new car crash detection and satellite texting features for emergencies. In terms of the Pro models, they feature an always-on display with the all-new Dynamic Island cutout, as well as a 48-megapixel rear camera lens and more.

    Stay tuned for additional details as they become available.

    Via The Mac Observer

  • Apple posts Q4 2020 earnings, reports $64.7 billion revenue, $12.67 billion profit

    Apple announced its Q4 fiscal earnings on Thursday, citing September quarter revenues of $64.7 billion and a $12.67 billion profit. The company cited earnings per share of $0.73, beating the Wall Street consensus estimates.

    As noted, those revenues marked a new September quarter record, but earnings of $12.67 billion were down from $13.68 billion in the year-ago quarter. The company specifically cited all-time records for its Mac products, as well as Services. The September quarter ended before Apple announced and shipped iPhone 12 Pro. While the company normally has a couple of weeks of new iPhone sales in the September quarter, this year’s launch was pushed back to October as a consequence of the COVID-19 pandemic.

    iPhone revenues slipped year-over-year from $33.3 billion to $26.4 billion. Mac sales clocked in at $9.03 billion, a marked increase from $6.99 billion in the year-ago quarter. iPad sales also rose sharply from $4.66 billion to $6.8 billion.

    Accordingly, iPhone revenues slipped year-over-year from $33.3 billion to to $26.4 billion. Mac sales, however, clocked in at $9.03 billion, a huge increase from $6.99 billion in the year-ago quarter. iPad sales were also up sharply from $4.66 billion to $6.8 billion.

    Stay tuned for additional details as they become available.

    Via The Mac Observer