"Before the iPad 2 was released, we speculated that Apple's design patterns would suggest the iPad 2 would borrow heavily from the Verizon iPhone 4 (and Motorola Xoom) by selecting a Qualcomm multi-mode-ready radio," said David Carey, vice president of TechIntelligence, part of UBM TechInsights.
"It turned out be the exact same radio as found in the iPhone 4 and Motorola Xoom available from Verizon," said Carey.
"In terms of the processor, the A5's general specifications match the Nvidia Tegra 2 dual-core processor studied in the Motorola Xoom so CPU costs we assume comparable price of about $15-$20, but we'll have a better understanding of the cost by looking at the A5's details to learn more," he said.
"We can use past history to speculate and estimate component costs that the iPad 2 has an approximate $270 cost for Bill of Materials (BoM)," Carey said. "Apple's volumes and [reuse] will certainly factor in keeping BOM costs competitive to their tablet competition," he added.
"We will not know the full story until [we have done] full-scale research of every component in the iPad 2, but given Apple's consistent pricing for the iPad 2 versus its predecessor, we expect to see iPad 2 BOM cost estimates to align closely to those of the first generation iPad from its mid-2010 launch," Carey said.
The components on the main logic board (below) include:
-- The Apple A5 dual-core processor
-- A Samsung K9PFG08U5A multi-level cell (two bit-per-cell) NAND flash chip
-- A Broadcom BCM5973 I/O controller
-- A Texas Instruments CD3240B touch screen line driver
-- A Broadcom BCM5974 touch screen controller
-- An Apple branded 3430542 Dialog Semiconductor D1946A power management IC
-- An Apple branded 338SC940 Cirrus Logic CLI1S546A0 audio codec
Click on image to enlarge.
1. Qualcomm beats back Infineon
2. Estimated iPad2 BoM: $270
3. Inside the A5 microprocessor