- A year after Apple (AAPL +0.2%) launched new iMacs featuring an overhauled, ultra-thin design to much fanfare, the company has more quietly refreshed the internals of its all-in-one desktops.
- Apple's new 21.5" and 27" iMacs contain quad-core Intel Haswell CPUs (Core i5 and i7, 2.7GHz.-3.4GHz.), and 3 of the 4 feature Nvidia (NVDA -0.2%) GeForce 700 series GPUs (Apple promises a ~40% GPU performance gain). 802.11ac Wi-Fi radios and improved flash memory and Fusion Drive performance are also part of the package.
- The new iMacs are priced from $1,299-$1,999. Apple's Mac revenue fell 1% Y/Y in the June quarter to $4.9B (better than the PC industry's performance). Units fell 7% to to 3.75M.
- Meanwhile, after tearing the devices down, IHS estimates a 16GB iPhone 5S (unsubsidized price of $649) has a manufacturing cost of $199, and a 16GB 5C ($549 unsubsidized) a cost of $173.
- The research firm points out Apple puts more effort into RF chip integration than rivals. "Where other phone companies would be using whatever chips its various vendors sell off-the-shelf, Apple seems to be pushing its RF suppliers to do things they don’t do for anyone else."
- IHS thinks it only costs Apple $10 more to make a 32GB 5S than a 16GB 5S, and $19 more to make a 64GB 5S. Thus, the $100 and $200 markups for the 32GB and 64GB models are respectively estimated to carry incremental margins of 90% and 90.5%.