The blended materials cost for the iPhone 12 with 128GB NAND flash is nearly US$415, a 21% increase over the iPhone 11, according to new data from Counterpoint Research.
In the iPhone 12, Apple’s self-designed components including the A14 bionic, PMIC, Audio and UWB chip make up over 16.7% of the overall BoM cost. The shift from LCD to OLED in the iPhone 12 is a big jump, resulting in an over $23 cost increase, according to Counterpoint. The research group adds that cost increases are also driven by 5G-related components, with components like 5G modem, transceiver and RF front-end system collectively contributing a $34 increase.
