The Results of the New iPad Pro Teardown Are Released
After disassembling the latest iPad Pro from Apple, it is found that the proportion of parts produced by Taiwanese manufacturers has increased to nearly 20% based on the cost of parts. In terms of countries and regions, Taiwan is second onlya fter South Korea.
After the Nikkei commissioned a specialist to disassemble the new fifth-generation 12.9-inch iPad Pro, it estimated that the cost of the parts was approximately US$510, which is more than 30% higher than the old model.
Among them, the parts and components supplied by South Korean manufacturers account for the highest proportion, accounting for 38.6% in terms of value. Although less than the previous generation (44.0%), it still ranks first.
The panel of the new fifth-generation 12.9-inch iPad Pro uses high-priced Mini LEDs. The panel supplier is South Korea’s LG Display, which is also one of the main reasons for the high proportion of components in South Korea.
The proportion of components supplied by Taiwanese manufacturers has increased significantly, from 1.7% of the previous generation to 18.5%, ranking second.
The United States (16.8%) fell from second to third, and China (7.5%) remained unchanged at fourth. Japan, on the other hand, dropped from third place (8.9%) to fifth place (2.8%) in the fifth generation.
The report pointed out that South Korea’s LGD panel and SK Hynix’s DRAM and NAND flash memory accounted for about 30% of the overall cost. Among them, the panel cost is about US$100, and DRAM and NAND flash memory are about US$40.
In terms of components of Taiwanese manufacturers, there are LED backlight products from Fortune (3714-TW). The cost of LED backlight is about US$90, accounting for nearly 20% of the overall cost. This is also the key reason why the proportion of components in Taiwan has jumped to 18.5%.
Although the Apple “M1 chip” used in the fifth-generation iPad Pro is classified as an “American part”, the chip is actually manufactured by TSMC , and Taiwan’s important role is also evident.
In terms of Chinese components, there are Wi-Fi SiP modules from USI, and lithium batteries from New Energy (ATL).
In Japan, there are CMOS from Sony, and electronic components from Murata Manufacturing Co., Ltd. and Seiko Epson