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 Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?


To: waitwatchwander who wrote (92851)6/30/2010 2:38:33 PM
From: Jim MullensRespond to of 117900
 
Defunct, re: iPhone 4 BOM

Thanks for the BOM link

I’ve done a Q&D recap of QCOM provided components including some which may be but not sure of due to incomplete description (QCOM ??). As shown below, QCOM’s Snapdragon platform which includes the integrated baseband/ apps proc / WiFi-BT-FM / GPS chip and separate RF/PM chips should cost out favorably at between $42- $49 per unit.

This would appear to bode well for QCT ASPs as Snapdragon sales (140 design wins) ramp over 2H 2010 /2011.

Apple iPhone 4 BOM- Comparable Components supplied by QCOM 

							QCOM		QCOM??
				Supplier		cost		
Apps Processor		Samsung A4		$10.75		
Baseband			Infineon		$13.80
Transceiver		        Infineon				$ 2.33
Misc RF Components				      $ 8.25
Main PM Device							$ 2.03
Misc Power Mgmt							$ 1.90 
WiFi/ BT/ FM		        BRCM BCM4329     $ 7.80
GPS				BRCM BCM4750	      $ 1.75
Sub-total						$42.35	      $ 6.26
Total									$48.61


xxx


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