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This reminds me a lot of the lead up to the iPad announcement. A lot of buzz about a super high price and limited functionality (it’s just a big iPhone!) and th
by jonhohle 3y ago
This reminds me a lot of the lead up to the iPad announcement. A lot of buzz about a super high price and limited functionality (it’s just a big iPhone!) and the the actual price is significantly lower (though this “leak” is already about half of what the other “leaks” have been estimating).
I wouldn’t be surprised if this is Apple marketing or Wall Street traders inserting information into the news cycle. For Apple, the benefit is obviously to exceed expectations when they release an $800 headset (still expensive, but so much cheaper to someone who had mentally allocated $1,600). For Wall Street, anything to get the stock price to move one way or the other is valuable.
- smoldesu 3y agoThe original reported price of $3,000 is not unrealistic. If this BOM is real, a $3,000 price point would be roughly similar to the profit margins of their other hardware products. The past few months have probably seen a lot of closed-door headset demos, and I wouldn't be surprised if the price was a major point of feedback for many people.
- jonhohle 3y agoI doubt Apple discusses pricing with the people it gives demos too or even partners creating content. The only people who know the price are finance, marketing, and C-level.
- smoldesu 3y agoTo the contrary, I'd wager the price is the first thing every Apple shareholder would care about after demoing a VR product. Many of these people are not stupid investors and know the market is hot. Even if Apple doesn't explicitly tell them the price, these people know that price is a constraining factor. Especially if they're handed a piece of hardware with a battery dangling off the side like it's a 2012 Oculus demokit.
- cubefox 3y agoThat's wishful thinking. Given the estimated BOM of 1500 to 1600 USD, the originally leaked ~3000 USD end user price is much more plausible. The BOM doesn't include costs of development, marketing, or profit margins.
- KeplerBoy 3y agoThat's the thing: The entire BOM might be made up and fake.
- cubefox 3y agoThere is another BOM which has some similar numbers, though others differ: https://twitter.com/SadlyItsBradley/status/1659091168376807425/photo/1 https://twitter.com/SadlyItsBradley/status/16590911683768074...
- bogwog 3y agoTwo fake BOMs don't make a real BOM
- cubefox 3y agoThey are not "fake", they are estimates from industry sources. There are in total four such estimates, all somewhat different, though similar: https://xrdailynews.com/en/apple-vr-ar-headset-bill-of-materials-is-1500/ https://xrdailynews.com/en/apple-vr-ar-headset-bill-of-mater...