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Counterpoint Research 发布最新系列BoM 研究报告
Counterpoint Research·2024-05-16 04:00

Samsung Galaxy S24 Ultra - The overall BoM cost of the Samsung Galaxy S24 Ultra increased by approximately 6comparedtotheGalaxyS23Ultra,primarilydrivenbythetitaniummetalstructuralcomponents[3]−Thecostofthecameraanddisplaycomponentsremainedrelativelystablecomparedtothepreviousgeneration[3]−DespiteaslightincreaseinmemorychippricesatthetimeoftheS24Ultra′srelease,thememorycomponentcostswerelowerthanthepreviousgeneration[3]MotorolaRazr40Ultra−ThetotalBoMcostoftheMotorolaRazr40Ultraexceeded6 compared to the Galaxy S23 Ultra, primarily driven by the titanium metal structural components [3] - The cost of the camera and display components remained relatively stable compared to the previous generation [3] - Despite a slight increase in memory chip prices at the time of the S24 Ultra's release, the memory component costs were lower than the previous generation [3] Motorola Razr 40 Ultra - The total BoM cost of the Motorola Razr 40 Ultra exceeded 400, with the display components accounting for the highest proportion at approximately 26% [5] - The hinge components of the foldable device accounted for about 10% of the total BoM cost [5] Xiaomi Redmi 12 5G - Qualcomm is the primary supplier for the Xiaomi Redmi 12 5G, providing the platform, power management, RF, and short-range connectivity components, accounting for approximately 30% of the total BoM cost [6] - Chinese suppliers also play a significant role in the component supply chain for this device, including DRAM, RF components, acoustic components, display, PCB, passive components, and battery suppliers [6] Industry Insights - BoM analysis is a critical tool for understanding smartphone cost structures and profit margins, as highlighted by Counterpoint Research's senior analyst Shenghao Bai [9] - Counterpoint Research has released 25 BoM reports, including devices like the XREAL Air 2, Apple Vision Pro, and Samsung Galaxy S24 Ultra, which can help the industry improve efficiency, reduce costs, and enhance profitability [9] - BoM research can assist companies in identifying the most expensive components, optimizing product costs, improving supply chain management, and fostering product innovation [12] Counterpoint Research Overview - Counterpoint Research is a global technology industry research firm covering areas such as smart hardware, semiconductors, distribution channels, 5G, IoT, telecom operators, and connected cars [11] - The firm provides monthly reports, custom projects, and detailed analysis of market and technology trends, with a team of analysts averaging over 15 years of industry experience [11]