Recently, the world's leading semiconductor research institute iSuppli has made an in-depth analysis of the internal material cost of the Apple iPhone, especially the interpretation of its internal configuration of the chip products. It is mentioned that National Semiconductor provides a serial display interface chip for Apple, which costs US$1.5, which is enough to help the company in the crisis persist; Infineon provides baseband radio transceivers and power management components for a total cost of $15.25. This will make the Infineon days better after the business has been stripped.
However, iSuppli said Samsung is the real winner after deducting R&D, intellectual property licensing, shipping and marketing costs, as each iPhone needs to buy parts worth $76.25 from Samsung.
The iPhone also has products from chip design companies such as Wolfson, Marvel, Skyworks, CSR and Broadcom. It is reported that the founders of these companies are TSMC. Moreover, because the iPhone's chips cover technologies from 90 nanometers to 130 nanometers, this can help TSMC improve capacity utilization.
Some chip packagers believe that this revolutionary mobile phone is enough to drive the entire semiconductor industry from this season to a boom cycle.
"There are some products that we have found in the iPhone. However, it may be an exaggeration to say that a mobile phone leads the entire industry out of the trough immediately." TSMC Taiwan headquarters spokesman Zeng Jinyu told the "First Financial Daily" that "as of now The iPhone is only a few hundred thousand, and the industry expects it to be tens of millions."
However, he also said that consumer electronics companies such as Apple are using more and more chips and have a wider range of applications, which will become the biggest driving force for the growth of the global semiconductor industry in the future.
However, iSuppli made an optimistic forecast for the iPhone's sales prospects. It believes that the iPhone's initial sales volume will be between 500,000 and 700,000 units. By the end of this year, it will reach 4.5 million units, and by the end of next year it will grow to 13.5 million units, and in 2011 it will reach 30.2 million units.
Analysts even said that it is the demand stimulation of the mobile communication market that has led to a significant increase in shipments and capacity utilization rates of semiconductor foundries such as TSMC in the second quarter. Foreign institutional investors expect that TSMC shipments will increase by another 30% in the third quarter, with capacity utilization exceeding 100%, reaching 102%. The third quarter is the habitual peak season for the semiconductor industry.
Earlier, three American students have turned the internal composition and cost of Apple's iPod into a "bottom-to-day" and analyzed the global supply chain of Apple products. They said that the highest added value and profit of the iPod is basically attributed to the United States, because the most core components - chip products are mainly from these two countries, while the general parts are from Taiwan, China is only a manufacturing base.
The cost analysis and business opportunity mining of Apple's two revolutionary products reflects the expectation of the chip industry as a driving force for the development of the entire industry, which is no different from what the industry has tried to achieve with Microsoft Vista. I hope to adapt to the current industrial division of labor and tap a new "profit source."
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