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On October 2, it was reported that TD Cowen, a well-known market research organization, released its latest camera survey report, revealing the cost, material cost details of Apple's new flagship iPhone 16 Pro Max. According to the report, the production of a camera iPhone 16 Pro Max with 256GB storage capacity will be improved, including parts procurement and cost The overall material cost of product assembly and packaging materials has reached $485, about 3400 yuan. camera Compared with the previous generation product, iPhone 15 Pro Max, the material cost of iPhone 16 Pro Max increased by $32, or 7%. This increase is mainly due to the rising cost of several key components, the most significant of which is the display screen and rear camera module. According to TD Cowen's analysis, the cost of these two components is $80, accounting for 16% of the total cost, and they are the most expensive components in the iPhone 16 Pro Max.
It is worth noting that compared with the previous generation of products, the cost of the camera module increased the most, reaching $10. This growth may reflect Apple's continued investment in camera technology, including improving image quality, enhancing night scene shooting capabilities, and introducing more innovative features. In addition, memory and storage costs increased by $5 respectively, further increasing the overall material cost.
In addition to the iPhone 16 Pro Max, the material cost of the standard iPhone 16 has also increased. According to TD Cowen, the bill of materials cost of the iPhone 16 is $416, while the material cost of the previous generation iPhone 15 is $395. Each phone is about $21 cheaper. Although the increase of the standard version is not as significant as that of Pro Max, it still shows that Apple is improving its material input in the overall product line to provide a better user experience.
In terms of production forecast, TD Cowen predicted the production of 45 million iPhones in the third quarter and 80 million iPhones in the fourth quarter. Among them, the iPhone 16 series is expected to occupy a market share of 65 million units, which shows the strong expectation and strong demand of the market for Apple's new phones.
To sum up, the increase in material cost of iPhone 16 Pro Max reflects Apple's continuous efforts in improving product quality and technological innovation. Although this may increase the purchase cost of consumers to some extent, it is believed that with Apple's strong brand influence and excellent product performance, the iPhone 16 series is still expected to achieve good sales performance in the market.