1支iPhone 12 Pro賣4.4萬 台積電究竟賺多 - 股票

By George
at 2020-11-19T16:10
at 2020-11-19T16:10
Table of Contents
1.原文連結:
https://www.chinatimes.com/realtimenews/20201119003801-260410?chdtv
2.原文內容:
1支iPhone 12 Pro賣4.4萬 台積電究竟賺多少?
蘋果iPhone 12 Pro最新拆解報告出爐,整體零組件成本約514 美元,其中台積電代工的
A14處理器,加上高通數據機晶片成本高達98.5美元,占總成本比重約19%,在台廠供應鏈
中,台積電又是大贏家。
技術分析機構Techinsights日前發布拆解報告指出,512GB版本iPhone 12 Pro的 製造成
本約514美元(約台幣15000元),跟去年iPhone 11 Pro成本468.95美元相較,增加1成左
右,如果以今年美國空機售價1,299 美元(約台幣37000元)推估,約占成本比重39.5%。
若以台灣空機44400萬來估算,成本大約1/3左右。
iPhone 12 Pro搭載的A14處理器與數據機晶片成本約98.5 美元,占總成本比重19%也最高
的,相較iPhone 11 Pro的A13處理器和數據機晶片78 美元,貴了26%。A14晶片由台積電5
奈米製程操夕,數據機晶片則採用高通驍龍 X55晶片。
蘋果新機的整組相機鏡頭成本約96美元, 6.1吋顯示面板成本約51.5美元,兩者約占總成
本18.6%和10%左右,記憶體成本67.5美元,占總成本比率約13%。
當然並非所有零組件成本都增加,如組裝測試和支援材料等成本約22.5 美元,占總成本
比重約4.37%,比前一代iPhone 11 Pro的32 美元狂砍近3成,最大原因是iPhone 12 Pro
不提供充電器和耳機,致使相關成本大降;而電池成本僅7.5美元,也比去年暴減27%。
3.心得/評論:
結果文中還是無法得知GG賺多少,但可以知道蘋果毛利率超高。
--
https://www.chinatimes.com/realtimenews/20201119003801-260410?chdtv
2.原文內容:
1支iPhone 12 Pro賣4.4萬 台積電究竟賺多少?
蘋果iPhone 12 Pro最新拆解報告出爐,整體零組件成本約514 美元,其中台積電代工的
A14處理器,加上高通數據機晶片成本高達98.5美元,占總成本比重約19%,在台廠供應鏈
中,台積電又是大贏家。
技術分析機構Techinsights日前發布拆解報告指出,512GB版本iPhone 12 Pro的 製造成
本約514美元(約台幣15000元),跟去年iPhone 11 Pro成本468.95美元相較,增加1成左
右,如果以今年美國空機售價1,299 美元(約台幣37000元)推估,約占成本比重39.5%。
若以台灣空機44400萬來估算,成本大約1/3左右。
iPhone 12 Pro搭載的A14處理器與數據機晶片成本約98.5 美元,占總成本比重19%也最高
的,相較iPhone 11 Pro的A13處理器和數據機晶片78 美元,貴了26%。A14晶片由台積電5
奈米製程操夕,數據機晶片則採用高通驍龍 X55晶片。
蘋果新機的整組相機鏡頭成本約96美元, 6.1吋顯示面板成本約51.5美元,兩者約占總成
本18.6%和10%左右,記憶體成本67.5美元,占總成本比率約13%。
當然並非所有零組件成本都增加,如組裝測試和支援材料等成本約22.5 美元,占總成本
比重約4.37%,比前一代iPhone 11 Pro的32 美元狂砍近3成,最大原因是iPhone 12 Pro
不提供充電器和耳機,致使相關成本大降;而電池成本僅7.5美元,也比去年暴減27%。
3.心得/評論:
結果文中還是無法得知GG賺多少,但可以知道蘋果毛利率超高。
--
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