Apple Estimated To Make Nearly A 100 Percent Margin On Each AR Headset Unit, As Individual Component Costs Get Revealed

wccftech.com:

Apple’s first AR headset is rumored to be priced at $3,000 when it goes on sale a few months from now, but how much is it expected to cost the company? Well, the latest data suggests that the technology giant will rake in almost 100 percent in gross margins per unit sold, though the Bill of Materials (BoM) reveals that it is going to be quite expensive to manufacture.

A Twitter post from Brad Lynch that was spotted by XRDailyNews states that Apple’s AR headset’s Bill of Materials will be in the $1,500-$1,600 range, though when we looked at the breakdown total, we spotted an amount of $1,509. The estimates were seen through a Chinese report, which, thankfully, also provided the expected specifications of the mixed-reality headset.

Looking at these figures, Apple’s gross margins will be almost 100 percent, but if we add other costs such as R&D, marketing, and different variables, the company’s net margin could be significantly lower. Now, it is no secret that Apple charges its customers a premium, which allows the firm to rake in billions each quarter, but it is also a matter of selling products in the millions.

However, the report states that the AR headset will only ship between 400,000-500,000 units in the year’s second half. Going by these estimates and doing the math, Apple would only make $1.5 billion with the headset launch, meaning it will not be considered a commercial success compared to the company’s other products. Coming to the individual components, the most expensive of them all will no doubt be the microLED panels, which are estimated to cost $280-$320.

The second-most expensive component, or components, is the 14-lens camera arrangement, which costs $160. The two chipsets sourced from TSMC are expected to set