iPhone 15 series cost analysis: A17 Pro costs US$130, and the proportion of mainland components drops to 2%

According to news on October 17, Economic News recently cooperated with the disassembly agency Fomalhaut TechnoSolutions to conduct a disassembly and cost analysis of Apple’s latest iPhone 15 series.Compared with the previous generation model, the overall hardware cost has increased by 8%~16%..

access:

Apple Online Store (China)

Specifically:

The component cost of iPhone15 is US$423, an increase of 16% compared with iPhone14. It is the model with the largest increase in component costs among all iPhone 15 series models.Its component costs account for 53% of the selling price of mobile phones.

The iPhone 15 Plus is priced at US$442, an increase of 10% compared to the iPhone 14 Plus. This means that its component costs account for 49% of the mobile phone price.

The iPhone 15 Pro is priced at US$523, an 8% increase compared to the iPhone 14 Pro. This means that its component costs account for 52% of the mobile phone price.

The manufacturing cost of iPhone15ProMax is US$558, an increase of 12% compared with iPhone14ProMax. This means that its component costs account for 47% of the mobile phone price.

So where does the cost increase of the iPhone 15 series mainly come from? Taking the top-of-the-line iPhone 15 Pro Max as an example, Nikkei said that the cost of the periscope lens module using a "quadruple reflection prism" on the iPhone 15 Pro Max is about US$30, which is 380% higher than the cost of the 3x optical zoom lens of the iPhone 14 Pro Max.

As for the “most expensive component”, it is the first 3nm chip Apple A17Pro.The estimated cost is US$130, which is 27% higher than the previous generation A16 processor..

However, with the mass production of TSMC N3E, the cost of the A18 chip launched next year may be reduced; the second most expensive component is the LTP OOLED panel supplied by Samsung, which is expected to cost US$115, which is a 10% increase in cost compared to the previous generation panel. In addition, the titanium middle frame of the iPhone 15 Pro Max also costs 43% more than the original material cost.

It is worth noting that Nikkei also analyzed the proportion of iPhone 15 Pro Max parts provided by different countries/regions (calculated by cost). Among them, American parts accounted for about 33%, ranking first; Korean parts accounted for about 29%, an increase of about 5%, ranking second; Japanese parts maintained at 10%, ranking third; as for parts supplied by Taiwan, the proportion of parts supplied by China increased significantly to 9%;The proportion of parts supplied by mainland China shrank to 2%.