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iPhone16ProMax与15ProMax的BOM相比有明显提升
iPhone16ProMax与15ProMax的BOM相比有明显提升
行业数据
下载Excel
下载图片
原图定位
图片属性
图片格式:PNG
图片大小:364KB
图片尺寸:2327*1369
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所属报告:
领益智造(002600)-A股公司首次覆盖报告:全球领先的终端硬件智造平台机器人打开长期空间-250805(48页).pdf
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市场规模
2025-12-16
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2019年燃油车L1BOM成本占比与2025年纯电动车L3BOM成本占比
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行业数据
2025-11-11
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全车规标准使得第七代自动驾驶硬件套件的生产物料(BOM)成本较上一代下降70%
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行业数据
2025-09-18
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硫化物固态电解质成本30万元时,占全固态电芯BOM成本
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行业数据
2025-09-11
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传统服务器与八卡形态AI服务器BOM成本拆分(以NVIDIADGXA100、H100为例)
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行业数据
2025-09-01
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AR整机设备模块单元组成及BOM占比拆分
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行业数据
2025-08-19
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AI手机推送硬件升级,BOM提升打开产业链盈利空间。AI端侧模型本地运行依赖 NPU算力,显著提升存储读取速率与内存带宽要求;高算力引发功耗陡升,需请务必参阅正文后面的信息披露和法律声明 20 / 48 强化散热系统热传导效率以保障性能稳定输出,同时长续航电池抵消持续能耗负担。根据 Counterpoint拆机数据,iPhone作为 AI手机行业的龙头,近年来 BOM持续上升,与同版本同机型 iPhone11相比,iPhone14 BOM增长 30.11%;iPhone 15相比 iPhone 14 BOM提升了约 38美金;根据 TD Cowen的数据,相比同配置的 iPhone15,iPhone16的显示屏、处理器、传感器等零部件的 BOM随着机型升级有所增加。我们认为,若延续技术升级趋势,iPhone 17等后续版本的物料成本仍将有不少提升空间,且在苹果 Apple intelligence等 AI功能的催化下,除了 SoC性能和内存容量外,iPhone后续机型或将在散热、传感器等硬件持续升级,带来更大幅度的成本提升。
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