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New iPad has higher BoM than iPad 2, says IHS

3/17/2012 05:29 AM EDT
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elctrnx_lyf
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re: New iPad has higher BoM than iPad 2, says IHS
elctrnx_lyf   3/17/2012 6:14:18 AM
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Will the new display justify the extra cost that customer has to pay for this new ipad.

TarraTarra!
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re: New iPad has higher BoM than iPad 2, says IHS
TarraTarra!   3/19/2012 5:09:15 AM
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Don't be feeling sorry for Apple here. Their margins based on the table are higher than 50% which is very healthy for any system company especially one in the consumer space. The margins are highest for the 16GB ipads which are also their highest selling ones. Another interesting thing is that the manufacturing cost has gone up from $8 to ~$10 per ipad - I wonder if that could be attributed to better labor conditions in China or is the new ipad more labor intensive?

eewiz
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re: New iPad has higher BoM than iPad 2, says IHS
eewiz   3/20/2012 3:07:28 PM
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Apple has huge advantages with scale of production. Competition wont be able to break even, if they provide a similar HW spec.

selinz
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re: New iPad has higher BoM than iPad 2, says IHS
selinz   3/24/2012 1:24:59 AM
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Only $30 increase in the display? Surprising to me...

Sanjib.A
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re: New iPad has higher BoM than iPad 2, says IHS
Sanjib.A   3/30/2012 5:55:50 PM
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Also the 4G capability built into the new one?

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