Apple’s Q1 2024 report inspired a new Sankey diagram, diving into the revenue and expenses with a focus on the iPhone’s cost of goods sold (COGS). While many have produced Apple P&L Sankeys before, I aimed to add a unique layer of insight.
Revenue Overview: The iPhone is the key revenue driver, contributing a substantial $69.7B to Apple’s top line and playing a crucial role in the overall gross profit of $54.9B.
Component Breakdown: To add more depth, I used publicly available sources that sell and repair iPhone components. By taking their prices, I distributed these costs within the total iPhone COGS figure reported by Apple:
– A17 Bionic Chip: ~30%
– Display: ~23%
– 5x Telephoto Camera System: ~16%
– Titanium Frame: ~12%
– Other components like memory, modem, sensors, and battery complete the breakdown.
It’s important to note that these costs are not directly reported by Apple but are assumptions based on available market data, providing an estimation of where Apple’s investments flow in their flagship product.
nluck on
iphone gross is 69.7B not M
Puzzled_Committee735 on
I did not expect the iphone’s battery to be so cheap relative to other components
Pleiadez on
Thats kind of interesting I thought the markup on the Iphone was at least 300%.
RockingSheep on
Should use more of their profit for r&d. It’s not really getting anywhere the last, idk, 10 years
6 Comments
Source: [https://www.apple.com/newsroom/2024/02/apple-reports-first-quarter-results/](https://www.apple.com/newsroom/2024/02/apple-reports-first-quarter-results/)
Tools: Power Bi & Canva
Apple’s Q1 2024 report inspired a new Sankey diagram, diving into the revenue and expenses with a focus on the iPhone’s cost of goods sold (COGS). While many have produced Apple P&L Sankeys before, I aimed to add a unique layer of insight.
Revenue Overview: The iPhone is the key revenue driver, contributing a substantial $69.7B to Apple’s top line and playing a crucial role in the overall gross profit of $54.9B.
Component Breakdown: To add more depth, I used publicly available sources that sell and repair iPhone components. By taking their prices, I distributed these costs within the total iPhone COGS figure reported by Apple:
– A17 Bionic Chip: ~30%
– Display: ~23%
– 5x Telephoto Camera System: ~16%
– Titanium Frame: ~12%
– Other components like memory, modem, sensors, and battery complete the breakdown.
It’s important to note that these costs are not directly reported by Apple but are assumptions based on available market data, providing an estimation of where Apple’s investments flow in their flagship product.
iphone gross is 69.7B not M
I did not expect the iphone’s battery to be so cheap relative to other components
Thats kind of interesting I thought the markup on the Iphone was at least 300%.
Should use more of their profit for r&d. It’s not really getting anywhere the last, idk, 10 years
No COGS on the other revenue?