IHS June 18


Slice Intelligence, which tracks online orders by scanning the email inboxes of more than 2M panel members, estimates that Apple has sold 2.79M Apple Watches in the USA, reports Reuters. The estimate does not include sales in the United Kingdom, Australia, Canada, China, France, Germany, Hong Kong or Japan.

Slice last month reported that around 1.5M U.S. orders were placed on the first day of pre-orders, with sales tailing off rapidly after this. KGI is estimating worldwide sales of 5-6M Watches in Q3, 20-30% down on earlier estimates.

Sales are likely to be boosted by the availability of in-store pickup as of this week, with global sales set to grow significantly following a launch in a second wave of countries later this month. Apple has not released any numbers, simply saying that it was “thrilled” by the popularity of the Watch …  expand full story

IHS May 1

The Apple Watch wasn’t long out before iFixit did its usual teardown. Research firm IHS always takes longer, as it seeks to identify the components and find out what they cost. The result, it says, is that the component cost of the 38mm Apple Watch Sport – the cheapest model – totals $81.20, with manufacturing costs taking the total cost-price to $83.70.

Tim Cook made a pointed reference to this type of cost estimate during last week’s earnings call, saying that “I’ve never seen one that is anywhere close to being accurate” – though he was likely making a broader point …  expand full story

IHS September 24, 2014


IHS September 23, 2014


A product teardown of both the new 4.7-inch iPhone 6 and 5.5-inch iPhone 6 Plus devices last week confirmed earlier reports that Apple is indeed opting for TSMC (Taiwan Semiconductor Manufacturing Company) to produce the 20nm, second generation 64-bit A8 chip that drives the new iPhones. Research firm IHS, however, has shared a teardown analysis report with Re/code that claims Samsung is still responsible for a fraction of Apple’s A8 chips produced.

Rassweiler said the processor he saw during the teardown was manufactured by Taiwan Semiconductor Manufacturing Co., the massive chip-factory-for-hire based in Taipei. […] Rassweiler says TSMC is manufacturing about 60 percent of the chips for Apple, while Samsung is still turning about about 40 percent.

expand full story

IHS April 23, 2012

IHS October 20, 2011

As always, the guys over at IHS iSuppli have just published analysis of their iPhone 4S teardown showing a BOM of $188 for the 16GB and in the process revealing some previously undisclosed suppliers.

The $188 BOM is of course for the entry-level 16GB model, which would also inflate to $196 if factoring in an $8 manufacturing cost. BOM for the 32GB model comes in at $207 (again, before manufacturing), and $245 for the 64GB variant.

The report describes the 4S’s insides as including a “wealth of innovation”, in contrast to the device’s feature set which was received as an incremental upgrade by most. Among the suprises revealed during the teardown– NAND flash memory supplied by Hynix Semiconductor (a first for iPhone) and a “unique custom” wireless module from Avago Technologies Ltd.  The device torn down by iSuppli carried the same sony Sensor as the device X-Rayed by Chipworks but they postulate that Omnivision may also provide an 8-megapixel sensor as well for some of the devices.

Senior director of teardown services for IHS, Andrew Rassweiler, explains: expand full story


Submit a Tip


Submitting a tip constitutes permission to publish and syndicate. Please view our tips policy or see all contact options.

Powered by WordPress.com VIP