據(jù)IHS iSuppli公司的拆解分析，如果三星能夠保持其目標(biāo)銷售價(jià)位，三星Galaxy Note 10.1媒體平板的利潤(rùn)率可能高于蘋果iPad。 拆解分析顯示，HSPA+版Galaxy Note 10.1的材料清單(BOM)成本約為283美元。IHS表示，加上基本的制造成本，該產(chǎn)品的成本約為293美元。三星該版平板電腦的售價(jià)為640美元左右。 “憑借Galaxy Note 10.1，三星繼續(xù)尋求可以抗衡iPad市場(chǎng)占有率的神奇配方，”IHS公司拆解服務(wù)資深總監(jiān)Andrew Rassweiler在聲明中表示，“在其它一些近期推出的平板電腦硬件利潤(rùn)微薄或者是零利潤(rùn)的情況下，每臺(tái)Galaxy Note 10.1卻可以為三星帶來(lái)可觀的利潤(rùn)，有望成為賺錢機(jī)器——如果三星能夠把最近Galaxy Note智能手機(jī)的成功故事移植到平板電腦產(chǎn)品上面?！? 據(jù)IHS公司，Wi-Fi版Galaxy Note 10.1的美國(guó)零售價(jià)為499美元，估計(jì)BOM成本是260美元左右。IHS公司表示，配置差不多的第三代iPad，支持Wi-Fi并具備16GB NAND閃存，剛推出時(shí)的BOM成本是316美元，零售價(jià)格是499美元。 IHS公司指出，平板電腦廠商難以維持產(chǎn)品剛上市時(shí)的售價(jià)。 “只有保持最初的價(jià)格水平，Galaxy Note 10.1的硬件利潤(rùn)率才能維持下去。問(wèn)題就在這里：沒(méi)有一家蘋果對(duì)手能夠以499美元的價(jià)格大量銷售，相反，者是為了刺激銷量而不斷降價(jià)，“IHS公司的平板電腦與監(jiān)視器研究總監(jiān)Rhoda Alexander表示。 主要半導(dǎo)體部件 IHS公司表示，其它價(jià)格較低的iPad競(jìng)爭(zhēng)對(duì)手包括谷歌的Nexus 7和亞馬遜的Kindle Fire，這些產(chǎn)品的硬件基本不賺錢，而是利用包括在線服務(wù)在內(nèi)的復(fù)雜商業(yè)模式來(lái)獲利。 蘋果的一大優(yōu)勢(shì)在于，它在半導(dǎo)體支出方面占據(jù)主導(dǎo)地位。據(jù)IHS公司，2012年預(yù)計(jì)蘋果購(gòu)買將近280億美元的半導(dǎo)體，比2011年的240億美元增加15%。IHS公司指出，這讓蘋果可以從供應(yīng)商獲得更加優(yōu)惠的價(jià)格，從而幫助其降低成本和提高利潤(rùn)率。 但I(xiàn)HS認(rèn)為，三星可以利用自己的內(nèi)部供應(yīng)便利來(lái)抗衡蘋果的優(yōu)勢(shì)。 “三星是電子產(chǎn)業(yè)中的巨頭，其競(jìng)爭(zhēng)優(yōu)勢(shì)在于其通過(guò)內(nèi)部采購(gòu)可以控制其最終產(chǎn)品所使用的大部分器件，” Rassweiler表示，“這使得三星可以壓低成本，同時(shí)提供具有競(jìng)爭(zhēng)力的差異化。該公司的內(nèi)部采購(gòu)策略在Galaxy Note 10.1上面得到體現(xiàn)，三星提供了該產(chǎn)品的內(nèi)存，包括閃存和DRAM，以及核心處理器、電池和許多其它部件?！? IHS公司表示，Galaxy Note 10.1中來(lái)自其它供應(yīng)商的部件與其它三星產(chǎn)品中發(fā)現(xiàn)的相同。Rassweiler認(rèn)為，在多種產(chǎn)品中使用同樣的部件，可以讓三星從外部供應(yīng)商得到有利的價(jià)格，進(jìn)一步降低開(kāi)發(fā)產(chǎn)品的邊際成本。

三星Galaxy Note 10.1主要器件價(jià)格表
Source: IHS iSupplioNKesmc

IHS公司指出，Galaxy Note 10.1采用一個(gè)四核三星Exynos處理器，與Galaxy S III手機(jī)中最近發(fā)現(xiàn)的相同。該平板電腦采用的英特爾無(wú)線芯片組亦與Galaxy S III中的相同，包括PMB9811和PMB5712芯片。 IHS公司的拆解分析認(rèn)為，三星最新款平板電腦在技術(shù)方面沒(méi)有新的突破。據(jù)IHS公司，這類硬件產(chǎn)品與上一代相比，通常只是稍有改進(jìn)。 但I(xiàn)HS公司表示，新款Galaxy Note 10.1在某些方面確實(shí)加大了對(duì)媒體平板硬件的押注。IHS公司認(rèn)為，這種新一代四核處理器肯定會(huì)帶來(lái)性能的明顯提升，將是促使許多消費(fèi)者升級(jí)產(chǎn)品的主要?jiǎng)恿Α? 本文授權(quán)編譯自EE Times，版權(quán)所有，謝絕轉(zhuǎn)載 本文下一頁(yè)：蘋果沒(méi)有的：混合觸摸屏

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{pagination} 混合觸摸屏 IHS公司指出，Galaxy Note 10.1擁有一個(gè)iPad所不具備的特點(diǎn)，那就是它采用了混合式觸摸屏。這種觸摸屏不僅具備常規(guī)的電容感測(cè)能力，而且用戶可以選擇使用Wacom數(shù)字筆。該筆不需要電池或者電源，也不像鼠標(biāo)那樣需要電線，而是利用電感筆傳感技術(shù)。IHS公司表示，消費(fèi)者可以在Galaxy上面寫東西，同時(shí)仍能把它當(dāng)作常規(guī)的觸摸平板電腦使用。 IHS公司表示，三星自己為供應(yīng)電池組，其能量密度約為520Wh/L，高于450Wh/L的鋰聚合物電池通常水平。 IHS公司指出，盡管拆解分析服務(wù)得出的BOM數(shù)字可能讓一些人認(rèn)為三星Galaxy Note 10.1利潤(rùn)率約為50%，但除了材料與制造成本以外，還有許多成本因素。IHS公司表示，其BOM估算不包括非材料和其它費(fèi)用，比如軟件和開(kāi)發(fā)成本。如果把這些額外成本考慮在內(nèi)，蘋果和三星的利潤(rùn)率就會(huì)減小?；谄銪OM估測(cè)和預(yù)期零售價(jià)格，IHS公司認(rèn)為三星Galaxy Note 10.1的利潤(rùn)率略高于蘋果。 IHS公司指出，最近蘋果與三星在美國(guó)加州圣何塞打?qū)＠謾?quán)官司，法院文件顯示蘋果iPad的毛利率不如iPhone高。 上周陪審團(tuán)裁定，三星故意侵犯蘋果專利權(quán)，應(yīng)向蘋果賠償10.49億美元。故意侵權(quán)的裁定，為法官把陪審團(tuán)裁定的賠償金額提高兩倍奠定了基礎(chǔ)。 本文授權(quán)編譯自EE Times，版權(quán)所有，謝絕轉(zhuǎn)載 參考英文原文：Teardown: Samsung tablet could have higher margin than iPad

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• 深入推敲 三星新平板 Galaxy Note 10.1全拆解
• 利潤(rùn)下滑，中國(guó)移動(dòng)需要iPhone支援嗎？
• 三星Galaxy Note 10.1新款平板劍指iPadoNKesmc

{pagination} Teardown: Samsung tablet could have higher margin than iPad Dylan McGrath Samsung's Galaxy Note 10.1 media tablet could deliver higher profit margins than Apple's market-leading iPad—if Samsung can maintain its target selling prices—according to a preliminary teardown analysis of the tablet conducted by IHS iSuppli. SAN FRANCISCO—Samsung Electronics Co. Ltd.'s Galaxy Note 10.1 media tablet could deliver higher profit margins than Apple Inc.'s market-leading iPad—if Samsung can maintain its target selling prices—according to a preliminary teardown analysis of the tablet conducted by IHS iSuppli. According to the teardown analysis, the HSPA+ version of the Galaxy Note 10.1 carries bill of materials (BOM) costs of about $283. Adding in basic manufacturing costs, the tablet costs about $293 to make, according to IHS. Samsung is selling this version of the tablet for about $640, IHS said. "With the Galaxy Note 10.1, Samsung continues to seek the magic formula for a media tablet that can rival the iPad’s market penetration,” said Andrew Rassweiler, senior director of teardown services at IHS, in a statement. “And where some other tablets introduced in recent times generated small or no hardware profit, the Galaxy Note 10.1 could turn a decent per unit margin for Samsung, and stands to be a money maker—if the company can extend the recent success of the Samsung Galaxy Note smartphone to its tablet line." The Wi-Fi-only version of the Galaxy Note 10.1, which retails for $499 in the U.S., carries an estimated BOM cost of about $260, according to IHS. A similarly equipped third-generation new iPad with Wi-Fi and 16GBytes of NAND flash memory carried a $316 at the time of release and a retail price of $499, the firm said. IHS noted that tablet vendors have had trouble maintaining the opening sales price over time. "The hardware profit margin for the Galaxy Note 10.1 only holds true if Samsung is able to maintain its initial price. And therein lies the rub: no Apple rival has yet demonstrated the capability to actually sell in volume at $499, instead falling back on price cuts in order to drive volume,” said Rhoda Alexander, director of tablet and monitor research for IHS. Major semiconductor listing Other less expensive iPad rivals, including Google's Nexus 7 and the Amazon Kindle Fire, generated little or no hardware profit—instead trying to make money using more complex business models involving online services, IHS said. One of Apple’s major competitive advantages is its dominance in semiconductor spending. Apple Inc. is expected to buy nearly $28 billion worth of semiconductors in 2012, up 15 percent from the $24 billion it spent on chips in 2011, according to IHS. This allows Apple to command more favorable pricing from its suppliers, helping to reduce its costs and expand its profit margins, IHS said. But, IHS said, Samsung can counter Apple's advantage by leveraging its own internal sources of supply. "Samsung is a behemoth in the electronic industry and its competitive strength lies in its control, via internal sourcing, of a large percentage of the components that go into its final products,” Rassweiler said. “This allows Samsung to keep costs down, while delivering competitive differentiation. The company’s internal sourcing strategy is certainly in evidence in the Galaxy Note 10.1, where Samsung supplies the memory—both flash and DRAM—as well as the core processor, battery and many other components." Some of the key components in the Galaxy Note 10.1 that are sourced from other suppliers are identical to devices found in other Samsung products, IHS said. Using the same components in multiple products allows Samsung to better leverage pricing with outside suppliers and further reduce the incremental cost of developing products, Rassweiler said. The Galaxy Note 10.1 features a quad-core Samsung Exynos processor, the same recently found in the Samsung Galaxy S III handset, IHS said. The tablet also has the same Intel Corp. wireless chipset found in the Galaxy S III, which includes the PMB9811 and PMB5712 devices, according to the firm. The IHS teardown analysis concluded that Samsung's latest tablet isn't breaking new ground in terms of technology. As is usually the case with such hardware releases, each device offers only an incremental set of improvements compared to the previous generation, according to IHS. But the firm said the new Galaxy Note 10.1 in some regards does up the ante for media tablet hardware. The new-generation quad-core processor is sure to make a tangible performance improvement, and will be the main upgrade driver for many consumers, IHS said. Hybrid touch scree One feature that the iPad does not have that the Galaxy Note 10.1 possesses is the hybrid touch screen, which features not only conventional capacitive touch sensing, but also gives users the option of using a Wacom digitizer pen, IHS said. Wacom's pen is passive: it requires no battery or power source, or cords—like a mouse—but works using inductive pen sensing, IHS said. Essentially one can use the Galaxy note to write on, but still utilize it as a conventional touch tablet, the firm said. Samsung supplied its own battery pack for the Galaxy Note 10.1, which features higher-than-average energy density for a Li-Polymer battery pack at about 520Wh/L energy density, compared to the typical 450Wh/L for Li-Polymer, IHS said. Although the IHS iSuppli teardown analysis service BOM numbers might lead some to conclude that Samsung stands to make about 50 points of margin on this Galaxy Note 10.1, there are more cost pieces to this puzzle than materials and manufacturing costs, IHS said. The firm notes that its BOM estimates s do not include non-material and other expenses, such as software and development. Once these additional costs are factored in, what might appear to produce a massive margin for Apple and Samsung is somewhat smaller, IHS said. Based on its BOM estimates and expected retail prices, IHS said Samsung may be able to yield slightly better margins per unit than Apple on this product. IHS noted that court documents from the recent Apple-Samsung patent litigation in San Jose, Calif. revealed that Apple's gross margins for the iPad are not nearly as high as those for its iPhone. A jury in the high-profile patent infringement case last week awarded Apple damages of $1.049 billion plus a verdict of willful infringement on many counts. The willfulness verdict opens the door to the judge awarding punitive damages of as much as three times the already record amount set by the jury.