Barclays PLC (NYSE:BCS) (LON:BARC) has rolled out a long research report on the iPhone 5 Bill-of-Material today, where it outlined some approximations of the BOM for iPhone 5, according to which a relatively stable pricing has been witnessed in iPhone 5 and iPads component cost in December.
Using Apple’s 32 GB iPhone 5 as a standard model to work out BOM for a typical iPhone, Barclays estimated $215 as the total materical cost for a typical iPhone 5 that excludes the value of warranty, manufacturing costs, significant logistics expenses and other cost components.
“We estimate that NAND Flash accounts for about 10% of the total iPhone cost, wireless components account about 16% and the display about 20% of the total.” estimated Barclays.
Barclays believes that the BOM for iPhone 5 might have declined slightly in the month of December, last year. This decrease is however independent of the logistics costs that improved over that period.
Apple Inc. (NASDAQ:AAPL)’s revenue of September 2012 included a total of 48% iPhone sales, which formed a 58% percent of company’s profit earned that quarter.
“We estimate the iPhone and related revenue accounted for about 51% of Apple’s revenue in FY12 and will grow to about 54% of revenue in FY13.”
Barclays predicts that the costs of iPhone 5 is going to improve in the coming months as “Apple Inc. (NASDAQ:AAPL) drives component deflation with its significant buying power”