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BOM of the iPhone 12 is 26% Higher than the iPhone 11
The 128GB iPhone 12 mmWave (millimeter-wave) smartphone has a cost of $431, 26% higher than the iPhone 11, according to the latest bill of materials (BoM) analysis by Counterpoint’s component research practice. Despite over $27 cost savings due to the simplified RF design, the BoM cost of the sub-6GHz-only model for overseas markets still increased by 18%. Assuming a 38% mmWave mix, the blended materials cost for the iPhone 12 with 128GB NAND flash is nearly $415, a 21% increase over its predecessor. The Application processor, 5G baseband, display and 5G RF components represent the major areas of the cost increase.
Figure 1: iPhone 12 BoM Cost Increase Over iPhone 11
The 128GB iPhone 12 mmWave (millimeter-wave) smartphone has a cost of $431, 26% higher than the iPhone 11, according to the latest bill of materials (BoM) analysis by Counterpoint’s component research practice. Despite over $27 cost savings due to the simplified RF design, the BoM cost of the sub-6GHz-only model for overseas markets still increased by 18%. Assuming a 38% mmWave mix, the blended materials cost for the iPhone 12 with 128GB NAND flash is nearly $415, a 21% increase over its predecessor. The Application processor, 5G baseband, display and 5G RF components represent the major areas of the cost increase.
Figure 1: iPhone 12 BoM Cost Increase Over iPhone 11
