BoM Analysis: iPhone 12 Material Costs Are 21% Higher Than iPhone 11 [Chart]

A BoM analysis of the iPhone 12 by Counterpoint Research finds that Apple's material costs for the 128GB iPhone 12 are $415, 21% higher than the iPhone 11. The A14 bionic, PMIC, Audio and UWB chip make up over 16.7% of the overall BoM cost.

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. Application processor, 5G baseband, display and 5G RF components represent the major areas of the cost increase. Producing a 128GB iPhone 12 mmWave (millimeter-wave) smartphone will cost Apple up to $431, 26% higher compared to the iPhone 11... 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%.

Notable cost increases include the 5nm A14 processor at +$17, the OLED display at +$23, and the 5G RF subsystem at around +$19.


More details in the full report linked below....

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