iSuppli has conducted its own teardown of Google’s 8GB Nexus 7 tablet and has found, contrary to prior estimates, that Google may break even with the device after all. All Things D reports that iSuppli’s teardown shows all the components within the 8GB tablet cost around $151.75, or more than $30 less than an earlier estimate from TechInsights. All Things D says that the big discrepancy between the two estimates is that Techinsight made its estimate “without having first obtained the hardware for analysis.” More →
Market research firm IHS iSuppli has revised its global five-year tablet shipment forecast, which now estimates that 60 million tablets will be shipped this year and 275.3 units will ship in 2015. IHS had previously estimated that 262.1 tablets would ship in 2015. Most of the firm’s changes revolve around increased market share estimates for Apple’s iPad, though IHS still sees Apple’s share of the market sinking fairly quickly through 2015. The iPad is now expected to account for 44.2 million of the 60 million tablets that will ship this year, up from IHS’s previous estimate of 43.7 million units. Apple’s market share will drop to 74% in 2011 from approximately 85% in 2010, and it will fall to 43.6% in 2015. IHS’s earlier estimates places Apple’s share of global tablet shipments at 64% in 2011 and just 32% in 2015. “All the momentum in the media tablet market is with Apple right now,” noted Rhoda Alexander, senior manager covering tablet and monitor research at IHS. “The competition can’t seem to field a product with the right combination of hardware, marketing, applications and content to match up with the iPad. Furthermore, Apple’s patent litigation is serving to slow or complicate competitors’ entry into some key regional markets. With Apple lapping its competitors, many of whom are still struggling to get out of the starting gate, this remains a one-horse race.” IHS’s full press release follows below. More →
Here’s a head-scratcher: analytics company iSuppli has completed its analysis of Samsung’s GT-P1000 Galaxy Tab, and, according to their report, the device contains $205.22 worth of components and costs roughly $214.57 to manufacture. The Galaxy Tab has received some serious criticism for its less-than-competitive price-point ($599 in the U.S.) when compared with Apple’s 3G iPad ($629); iSuppli estimates that the 16GB 3G iPad contains $264.27 worth of components. The Tab’s most expensive bits are its 7-inch display and NAND Flash memory which cost $57 and $51 respectively. If iSuppli’s estimates are accurate, it would seem as though Samsung voluntarily put the Galaxy Tab at the higher end of the price-point spectrum. More →
According to market intelligence firm iSuppli, Nokia’s N8 handset is stuffed with exactly $187.47 worth of components. The Finnish handset manufacture’s Symbian^3 device sells for €529 and $549 in Finland and in the U.S. respectively. iSuppli notes that the most expensive component is the device’s 3.5-inch Samsung AMOLED display and touchscreen panel, which carry a price tag of $39.25. Other high end components in the device include 16 GB of mass storage ($37.12), a 12 megapixel camera with Carl Zeiss lens ($31.08), and a $22 chipset the houses components from both Texas Instrument and Broadcom. Nokia is aiming to sell 50 million Symbian^3 devices; Nokia’s second Symbian^3 device, the C7, was just recently released. More →
Analytics company iSuppli has completed their analysis of Apple’s sixth-generation iPod nano. The company concludes that the small, square, touch-screen media player costs the Cupertino company $45.10 to manufacture; $43.73 in materials and $1.37 in manufacturing costs. The most expensive components on the device are the 8GB of NAND Flash memory ($14.40), the display ($11.50), and the Samsung processor ($4.95). Apple sells 8GB model of the device for $149. Not a bad profit margin, eh? More →
The Wall Street Journal is reporting that BlackBerry maker Research In Motion sold right around 150,000 Torch handsets during its opening weekend. The sales estimates come courtesy of RBC Capital Markets and Stifel Nicolaus. Curiously, the launch numbers keep being compared to the first weekend sales figures of the iPhone 4; which launched on June 24th of this year in five countries and on multiple carriers. The WSJ also calls into question the profitability of the handset for RIM. Research firm iSuppli pegged the cost of the slider’s components at right around $171 — with an additional $12 for manufacturing — bringing the total to $183. The LCD and Samsung flash-memory are the unit’s two most expensive parts and cost approximately $35 each. As a point of comparison, iSuppli estimates Apple’s iPhone 4 at $188 and the HTC DROID Incredible at $165. When compared component for component, the Torch’s part costs do seem a little steep. Again, the numbers are all speculative… but 150,000 seems to be an acceptable result for an opening weekend release on one carrier, no? What do you think? More →
Although customers have yet to touch the device, let alone see it in person, that hasn’t stopped iSuppli from predicting that Apple will ship a whopping 7.1 million units of the tablet in 2010. The numbers, which iSuppli has called “conservative”, are based on a high volume of sales to both early adopters and those who are “attracted to the iPad’s unique touch-screen-based user interface”. The number is definitely up there, it’s the highest prediction we’ve heard, but it must be remembered that just a few days into pre-orders Apple supposedly sold more than 150,000 units in the US alone. Elsewhere, Apple itself is said to be surprised by the number of people that have registered their interest in the device. Even though the competition is sure to explode as we head deeper and deeper into 2010 and beyond, iSuppli is already speculating that 2011 will see sales of 14.4 million units with 2012 seeing 20.1 million sold. If any one company can move this much gear that truthfully serves no purpose other than content consumption, it’s definitely Apple. More →
iSuppli is certainly the authority when it comes to pegging manufacturer costs in the world of handsets, but its latest report has a giant question mark stamped on the cover. Without actually having a handset on hand, the firm has placed Palm’s cost at approximately $138 per unit to build the Pre. Now, we know iSuppli knows its stuff but we have to take issue with the fact that it reached this conclusion without actually, you know, having a Palm Pre on hand to analyze. Instead, iSuppli based the majority of its calculations on assumptions. Educated assumptions, yes, but assumptions none the less. Regardless, it’s safe to say that the firm is certainly in the right ballpark and the Pre will likely cost much less to build than the iPhone, which runs Apple about $174 per unit. Even if iSuppli’s numbers are 10 percent off on the low end, Palm is still looking at doubling down with each unit sold. Not bad, not bad at all.
iSuppli is the authority when it comes to manufacturing cost estimates and the firms latest victim is Amazon. According to a new report following iSuppli’s teardown and analysis, the Kindle 2 costs about $185.49 to build. In other words, Amazon’s margin seemingly approaches a sky-high 50%. Of course iSuppli’s numbers do not include expenses such as distribution, marketing and whatever Amazon pays Sprint for unlimited access to its data network, but it’s no wonder Amazon is doing everything it can to lead incite an e-book revolution. Should owners feel shafted? We think not — any Kindle 2 owner will tell you that WhisperNet is a pure joy. Just tell yourself Amazon’s seemingly huge profit margin is your WhisperNet subscription fee. If you own your Kindle 2 for 18 months before upgrading, WhisperNet comes in under $10 per month. $10 beats any unlimited data plan we’ve ever heard of, that’s for sure. Hit the jump for iSuppli’s press release.
According to iSuppli, the cool cats that live to shed insight on the total dollar value of components in electronic devices, RIM’s BlackBerry Storm has about $203 worth of mediocrity jammed into its bulky frame. Want some specifics? $15 for the SurePress screen, $35 for the Qualcomm MSM7600 and $13 for the 3.2 megapixel shooter. $203 might not sound like too much, but it’s significantly more than the $169 of the Bold or the $174 of the iPhone 3G when you consider how many of these things are being churned out. Now we’re not too sure how these three phones would rank if we were to include the money spent on R&D, shipping, packaging, training, patents, etc, etc, into the costs of each handset, but we’re willing to wager that the Storm would be a pretty strong candidate for number one given that RIM shifted its entire focus this year from the Bold to the Storm and has spent vast sums of money on advertising and lavish launch parties. The silver lining? As time goes on RIM will be able to save a lot in production costs considering how many Storms were (allegedly) returned in the infancy of its life cycle thus giving them a vast supply of refurbs. And cue iPhone vs Storm nerd fight part MCCXLIV in the comments.