Vendor demonstrates use of VCSELs in links longer than 100m at 100G
Apple sold 3m new iPads in first weekend
March 20, 2012
Apple's new iPad is predictably selling like hotcakes, but if a teardown analysis is any indication, margins may be slimmer than for previous models.
Apple has revealed it has already sold 3 million units since the device went on sale in 11 markets on Friday. This is a first-weekend record for the device.
Apple didn't disclose similar figures for the device, but Reuters reported at the time that analysts estimated that launch weekend sales were nearly 1 million.
Separately, IHS iSuppli has published the results of a teardown of the new iPad, estimating that the parts for the mid-range 32GB WiFi+LTE model has a bill of materials (BOM) of $364.35.
While this BOM is just 50% of the $729 retail price, it is nearly 9% more than the BOM for the 32GB Wi-Fi+3G version of the iPad 2 at the time of launch. The iPad 2 debuted at the same $729 retail price.
The base 16GB Wi-Fi only model has a BOM of $306.05, compared to the iPad 2's BOM of $236.95. The most expensive 64GB Wi-Fi+LTE version has a BOM of $397.95, and a retail price of $829.00.
According to IHS, one of the main factors driving up costs for the third-generation version is the introduction of the 2048x1536 resolution screen. This has driven up the cost of the display by $30 to $87 per unit.
Apple's bitter rival, Samsung, is still the biggest winner in terms of supplying parts for the new iPad. IHS estimates that Samsung has a 30.2% share of the BOM for the 32GB LTE version, and that in models where Samsung also provided the NAND Flash, this raises to nearly 40%.
In other iPad news, some early adopters have been d with their new iPads overheating, to the extent they become uncomfortable to hold. It is currently unclear how widespread this issue is.