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MarkAsakura

MarkAsakura
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  • WSJ: Apple evaluating 4.8"-6" iPhones [View news story]
    One no brainer would be to put a Qualcomm phone chip in the new
    upcoming iPad mini with retina display (yes, a crossover product)and they would kick up sales in both the phone and tablet market.
    You can do this now with Skype on the mini IPad, but the phone chip would make this mini iPad a disruptor of sorts. It would be the biggest smartphone on the market.
    Sep 5 09:17 PM | Likes Like |Link to Comment
  • The $329 16GB Wi-Fi iPad Mini costs $188 to build, according to IHS' teardown - display parts from LPL and AUO, believed to be suffering from yield issues, are estimated to cost $80. Even after factoring in non-manufacturing costs such as R&D, marketing, and shipping, this suggests Apple (AAPL +1.2%) still makes a decent profit on the Mini, which carries relatively low margins. Moreover, models with more memory carry higher margins. (weekend sales: I, II[View news story]
    Did not mention the economies of scale. The more products they sell, these fixed and variable costs in my note are amortized by the number of units they sell. In the case of Apple, it is divided by the 50-100 million or more products they sell annually. So, yes, these costs could be covered by the profits on the $30 adapter!
    Nov 6 03:36 PM | Likes Like |Link to Comment
  • The $329 16GB Wi-Fi iPad Mini costs $188 to build, according to IHS' teardown - display parts from LPL and AUO, believed to be suffering from yield issues, are estimated to cost $80. Even after factoring in non-manufacturing costs such as R&D, marketing, and shipping, this suggests Apple (AAPL +1.2%) still makes a decent profit on the Mini, which carries relatively low margins. Moreover, models with more memory carry higher margins. (weekend sales: I, II[View news story]
    Besides the cost of parts you have to add the corporate overhead, which includes the the hardware and software development, design, customer support, operational, marketing (print, electronic media, online and packaging), logistics and distribution , compliance costs to insure that your manufacturing partners treat their associates fairly, and legal fees to sue your competitors or manufacturing partners when they steal their technology. Also have to include the cost of those sparkeling clean Apple stores, the sales associates and Genius Bar staff.
    Nov 6 04:26 AM | Likes Like |Link to Comment
  • Apple (AAPL) news roundup: 1) A 14A filing from buyout target and new R&D partner AuthenTec (AUTH) indicates Apple has been discussing developing "new technology" with AuthenTec since late 2011. All signs point to the technology being 2D fingerprint sensors. 2) An iPad Mini part has finally leaked (previous), suggesting production has or is about to commence. 3) Apple retail chief John Browett claims recent rumors of layoffs are false, and says scheduling issues are to blame. (Apple set-top box: I, II[View news story]
    Retailing is seasonal and AAPL stores would be foolish to keep the same number of selling associates on the floor when business is in the seasonal doldrums. Hours should be reduced when it is slow, but it also would be a good time to train on their new up coming "Mini-iPad", iOS6, and the "iPhone5", driving customer service, improving selling skills and store systems.
    Aug 16 04:22 PM | Likes Like |Link to Comment
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