Samsung S23 Ultra Material Cost Exposure, Qualcomm Becomes the Biggest Winner
Industry insiders know that every year after the official release of the new iPhone, there will always be dismantling companies to calculate the material cost based on the components used, and comparing the selling price has become a hot topic of discussion. But dismantling companies rarely target models from the Android camp, as models from the Android camp often have significantly lower profit margins compared to iPhones
Industry insiders know that every year after the official release of the new iPhone, there will always be dismantling companies to calculate the material cost based on the components used, and comparing the selling price has become a hot topic of discussion. But dismantling companies rarely target models from the Android camp, as models from the Android camp often have significantly lower profit margins compared to iPhones.
The dismantling company is not targeting Android models, but the data research company is targeting them. On June 1, Counterpoint Research, a well-known data research company, announced the BoM (bill of materials) of Samsung Galaxy S23 Ultra. They took the 8GBRAM+256GBROM version as an example. The report shows that the material cost of this version of Samsung Galaxy S23 Ultra is $469, equivalent to approximately 3335 yuan. As a comparison, this version of the model is priced at $1199.99 in the North American market and 9499 yuan in our domestic market. That is to say, the material cost of Samsung Galaxy S23 Ultra accounts for 39% of its selling price.
PS: The material cost to price ratio of the Samsung Galaxy S23 Ultra is even lower than the iPhone. If you don't believe it, you can check it yourself.
The report states that the processor has the highest material cost for the Samsung Galaxy S23 Ultra, accounting for 35%. The screen ranks second with 18%, and the camera ranks third with 14%. Of course, the cost of BoM is only the most primitive cost and does not include all research and development, labor, transportation, and other costs. And these costs are often beyond the ability of dismantling companies and data research companies to calculate, so let's take a look.
In addition, the analysis company also analyzed the source composition of components for the Samsung Galaxy S23 Ultra. They said that this time, Samsung used a large number of components from Qualcomm, such as processors, fingerprint sensors, battery management ICs, etc., allowing Qualcomm to account for 34% of the components.
This should be the model with the highest proportion of Qualcomm components in the history of the Samsung S series, but in fact, Samsung has no choice! Who says their Orion processor is not popular?
Tag: Samsung S23 Ultra Material Cost Exposure Qualcomm Becomes the
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