In the latest TF Securities report from Ming-Chi Kuo, the Apple analyst estimates the cost of adding 5G to this year’s iPhone. Kuo believes it will cost Apple about $75 per unit for sub-6GHz 5G support, and up to $125 for millimeter wave 5G.
Kuo does not expect Apple to pass on all of the cost increases to the consumer sale price of the iPhone 12. That means Apple is looking to offset 5G component costs by looking for cost savings elsewhere in the phone. Kuo names the battery printed circuit board as one area where Apple is downgrading its specifications.
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