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'iPad mini' build cost estimated to start at $200, may retail for $299 - Page 3

post #81 of 98
10/21/12 at 5:33pm
Quote:
Originally Posted by Rogifan View Post

I still think we could see a $299 starting price point. $329 or $350 would be a lot harder sell unless it has the latest processor, front/rear cameras, retina, Siri. And nobody is expecting all that. An 8" iPad 2 staring at over $300, with Google coming out a few days later and announcing a 7" Nexus with twice the storage for $250 would be a tougher sell for Apple. Can they really charge $50-$70 more for the "ecosystem"?

 

 

I think so. It is not just the eco system. You are also likely paying slightly more for a better quality product (assuming Apple stays true to form) and to not have your information be sold to advertisers. With Google you are not the customer, but the product. 

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post #82 of 98
10/21/12 at 5:53pm

"Analyst" Ming-Chi Kuo of KGI Securities is not only going out on a limb to speculate on a currently non-existant product, he is also telling us how much it costs to build this unicorn.

 

Of course, no one will hold his feet to the fire if none of this pans out (other than Philip Elmer DeWitt)...

Proud AAPL stock owner.

 

GOA

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Proud AAPL stock owner.

 

GOA

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post #83 of 98
10/21/12 at 6:20pm
Quote:
Originally Posted by igriv View Post

 

 
"Not even comparable"??? The are of one will be about 25% greater than that of the other. There, I have compared them.
 


Isn't it more like 41%? You have mis-compared them. If you can't do basic math yet, you shouldn't toss out mathematical sarcasm. Your mom is calling. Your milk and cookies are ready, junior.

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post #84 of 98
10/21/12 at 7:30pm
There are too many questions but I have to say one obvious mistake in the parts is the CPU. There is no way they will use an A5X chip on a system with such a low resolution. I can see an A5 but it would make more sense (assuming yields are good) for Apple to simply put the same A6 chip in here that they put into the iPhone. It would put the mini in the uncomfortable position of being a better performer than the iPad 3 but that is better than having no serious performance boost over the competition if you are going to charge a premium.

There are further rumors that the iPad 3 will get a small refresh as well. If this were ether a bounce in storage to 32/64/128 or a switch from A5X to A6X as well as the change over to a lighting connector, it would make a stronger argument going into the christmas buying season.

Regardless, I'm guessing the iPad 2 is history as this model will almost certainly beat it's price point and performance, which would leave it as a product without a distinct price point.
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post #85 of 98
10/21/12 at 7:39pm
Quote:
Originally Posted by puggsly View Post

There are too many questions but I have to say one obvious mistake in the parts is the CPU. There is no way they will use an A5X chip on a system with such a low resolution. I can see an A5 but it would make more sense (assuming yields are good) for Apple to simply put the same A6 chip in here that they put into the iPhone. It would put the mini in the uncomfortable position of being a better performer than the iPad 3 but that is better than having no serious performance boost over the competition if you are going to charge a premium.
There are further rumors that the iPad 3 will get a small refresh as well. If this were ether a bounce in storage to 32/64/128 or a switch from A5X to A6X as well as the change over to a lighting connector, it would make a stronger argument going into the christmas buying season.
Regardless, I'm guessing the iPad 2 is history as this model will almost certainly beat it's price point and performance, which would leave it as a product without a distinct price point.

1) WIthout having 4x as many pixels to push the iPad "mini" could outperform the iPad (3)'s graphics with just an A5.

2) An A5X would be pointless and A5 seems more likely to me but I can't eliminate the A6, not for performance, but for power efficiency reasons. They could keep it on-par with the iPad 2 with a lower clock rate to get a 10 hour plus usage time out of a relatively small battery.

3) We've seen a rumoured leak for a battery that is 4.39x the capacity of the new iPod Touch battery. Comparing the rumoured iPad "mini" display to the new iPod Touch we get a display that is 4.27x larger. It's not proof, by any means, but they two things line up very well to make me think we'll see a similar setup, an A5, in the iPad "mini". If the yields weren't good enough for the iPod Touch to get an A6 I have to wonder if an iPod "mini" would be on the table.

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post #86 of 98
10/21/12 at 7:55pm
Quote:
Originally Posted by joeypk07 View Post

So here's what confuses me about the talk of a $299 iPad mini -- Apple just released the new iPod touch, and the starting price -- $299. I can't see Apple pricing the iPad mini at the same starting point as the iPod touch. Consumers would be left with the choice between a $299 iPod or a $299 iPad? Hmmmmm... I'm guessing $349 for the start point, even at 16GB.

go to macrumors, they have the retail list price at $329 and they have actual part numbers, but no descriptions. Are these descriptions and specs real or speculated?
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post #87 of 98
10/21/12 at 8:03pm
Quote:
Originally Posted by drblank View Post

go to macrumors, they have the retail list price at $329 and they have actual part numbers, but no descriptions. Are these descriptions and specs real or speculated?

It seems odd to me that it would be $329 over $299. We already have an iPad 2 at $399. This is basically a reduced iPad 2 which has a lot of cost savings in material. The display is likely around the same cost between the 9.7" and 7.85" sizes of the same resolutions. It's also over a half a year since the iPad 2 was dropped to $399. Looking at only the iPad 2 price it would seem to me that $299 would be the maximum target here.

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post #88 of 98
10/21/12 at 8:03pm
Quote:
Originally Posted by drblank View Post


go to macrumors, they have the retail list price at $329 and they have actual part numbers, but no descriptions. Are these descriptions and specs real or speculated?


They are speculated to be real. But note that there are "descriptions" and no "specs". Any specs are .... speculative.

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post #89 of 98
10/21/12 at 10:04pm

Here is a question...  

 

Why does Apple charge $130 for LTE, if the chip only cost $24????

 

 

And the answer is, because they can....    

 

 

 

 

 

Still looking forward to whatever they call the smaller iPad..

Dr
Pepper
Crew
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Dr
Pepper
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post #90 of 98
10/21/12 at 10:07pm
Quote:
Originally Posted by LMGS View Post

Here is a question...  

Why does Apple charge $130 for LTE, if the chip only cost $24????

And the answer is, because they can....    

Still looking forward to whatever they call the smaller iPad..

Where you are getting this "cost" from should clue you in that the "cost" isn't what you think it is.

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post #91 of 98
10/22/12 at 3:39am
With the A5 now costing about $10 maximum where is this $200 build cost coming from. Near $80 gets you metal clad, fast RK3066 3G capable HD tablets wholesale. Whilst $50 is possible I safely reckon Apple will pay sub $100 build cost.
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post #92 of 98
10/22/12 at 4:34am
Where are all these people getting BOM on an unreleased product that only Apple knows the true specs on?
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post #93 of 98
10/22/12 at 4:54am

It was a slow weekend. . .

melior diabolus quem scies

"No theatrics and no more personal attacks, just stick to the logic and tell me why I don't have any argument ~ Jragosta/2012

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melior diabolus quem scies

"No theatrics and no more personal attacks, just stick to the logic and tell me why I don't have any argument ~ Jragosta/2012

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post #94 of 98
10/22/12 at 8:20am
Originally Posted by Apple ][ View Post
Do you mean bet on the two being comparable? I don't really see them as being similar at all, do you?

 

Yes, that's what I mean. And yes, they are similar. Not only are they genuinely similar, the only things to which a smaller iPad would be compared are smaller tablets from its competitors. 


Originally Posted by Rogifan View Post
Where are all these people getting BOM on an unreleased product that only Apple knows the true specs on?

 

Yes. (that's the only valid answer to this question lol.gif)

PhilBoogie
That's Google alright. For a stupid company they sure do dumb things.
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PhilBoogie
That's Google alright. For a stupid company they sure do dumb things.
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post #95 of 98
10/22/12 at 10:12am
@mdriftmeyer

Funny, I've often wished engineers had to take business and marketing courses.
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post #96 of 98
10/22/12 at 11:54am
Quote:
Originally Posted by currentinterest View Post

Others are reporting an entry price of $329. I think that is about right with the iPd 2 discontinued.

I agree !!!
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post #97 of 98
10/23/12 at 2:00am
Quote:
Originally Posted by Apple ][ View Post

People are wrong in referring to the iPad Mini as a 7" tablet. If people and media are not going to be accurate and refer to it as a 7.85" inch tablet, then it is more correct to call it an 8" tablet as opposed to a 7" tablet. I've noticed quite a few lazy media speaking of a 7" Apple tablet. 

 

And a 4:3 7.85" tablet will have a far greater display area than those 7" 16:9 Android tablets. The two are not even comparable.

 

 

You are correct, because you are informed and took the time to study the products.  Other people might not be.  They'd just think the iPad mini is 7 inches... and ignore that 0.85" extra, unless Apple makes a big deal about the extra screen estate.

 

Yes, the media is being lazy and unprofessional in referring to it as being 7".  They also represent the public.  That is why marketing and the Apple stores are so important.

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post #98 of 98
10/23/12 at 2:23am
Quote:
Originally Posted by Dick Applebaum View Post

 

I was thinking from a broader, more long-term perspective.

 

Google offers a web OS, a mobile OS, some apps, an app store, some content, some cloud services, and sells mobile devices directly.  These are all focused on selling ads -- and I consider it the broader Google ecosystem.

 

 

I'm seeing the same things too (especially Google), and that is why I think Google is slowly self-destructing.  I don't mean they will go bankrupt, but they will lose growth.

 

They are an ad company.  People are searching less on the desktop, and the ads on mobile devices rarely convert to a sale.  Negative growth and lower effectiveness will cause a decline in ad revenue.

 

Then we have impressions and info collection.  Apple is gonna try to cut them off slowly.  Think the Maps app and Siri.  Apple could so something similar with other Google "services."  You also have Facebook.  More people will be using apps for info and services, not the browser.

 

Google wants its own ecosystem to sell ads and apps.  But it's a fact that Android users are cheapskates and support free and open stuff.  That's their image.  This totally does not make sense for Google's business.  Imagine trying to sell ads and products in the slumps of a city.  No, you want to sell ads and products in Times Square (Apple's ecosystem).

 

Samsung is doing something good for Samsung, not Google.  People just do not perceive other Android products (besides Samsung's) to have a high value, in all regards.  They do not invest the time to learn about the different functions and possibilities.  They don't even care if they don't have ICS or Jellybean.  It is very difficult to sell ads in such an environment and to such an audience.

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