Analysis agency Omdia has printed the primary publicly out there educated estimates of how a lot the supplies for every Imaginative and prescient Professional actually value Apple. The evaluation units an total price ticket for the supplies and identifies which parts value essentially the most cash.
Omdia Senior Analysis Director David Hsieh estimates that the whole invoice of supplies is available in at round $1,542. The patron worth for the headset begins at $3,499 however could be as a lot as a thousand {dollars} greater than that, relying on the configuration the customer chooses.
Imaginative and prescient Professional presents each the actual and the digital worlds to the person with two micro-OLED shows, one for every eye. Collectively, these twin shows are the costliest element within the headset, costing $456. One other exterior show (the one used for EyeSight) prices round $70, Hsieh estimates. That implies that Omdia estimates the system’s shows account for about 35 % of the whole value of the system’s supplies.
The runner-up class is silicon; a roll-up value estimate of each the M2 system-on-a-chip and the R1 processor collectively lands at $240, or simply over 15 % of the whole value of the system’s supplies.
You possibly can see the total desk of supplies in Omdia’s estimate right here, as first seen in one of many agency’s weblog posts:
Irrespective of how correct that $1,542 quantity is, we must always avoid the temptation to declare that Apple earnings $1,957 on every Imaginative and prescient Professional bought for $3,499, as that is actually not the case.
A invoice of supplies like this does not take into consideration manufacturing, delivery, or advertising and marketing, nor does it think about the price of analysis and improvement. There isn’t any method to know from these estimates how a lot revenue Apple earns on every Imaginative and prescient Professional bought, however it’s undoubtedly loads lower than the distinction between the worth tag and the invoice of supplies.
Apple has traditionally maintained substantial revenue margins on its {hardware} merchandise just like the iPhone, and Imaginative and prescient Professional might observe in these footsteps, or it might be that Imaginative and prescient Professional is anomalous. Solely Apple is aware of for certain. In any case, analysts count on a few of these prices to come back down with time.