iPhone In-House % Total Component Cost: iPhone 16e highest at 40%
Key Drivers: Baseband, transceiver and related PMICs
Cost Savings: $10/device driven by Apple’s 5G solution
iPhone 16e In-House Chips: Processing, cellular connectivity, power mgmt
Cellular, Power Mgmt “In-house Value Share”: Rise to 63% & 50%, respectively
Key Drivers: C1 baseband IC, related transceiver, PMIC
iPhone 17: Likely to adopt same cellular solution
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Author
Shenghao Bai
Shenghao Bai is a senior analyst at Counterpoint Research, specializing in Teardown & BoM analysis and smartphone supply chain research. He is also a certified Project Management Professional (PMP). Shenghao has extensive experience working with leading smartphone and smart device companies, including Samsung Electronics, OPPO, and Xiaomi, where he oversaw hardware development and project management across a range of products. His expertise spans product planning and emerging technology trends.
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