Pru Tears Down An AppleTV

boske · 03-30-2007, 11:42 AM

http://blogs.barrons.com/techtraderd...-found-inside/

Quote:

Prudential’s Mark Lipacis opened up one of Apple’s (AAPL) AppleTV set-top boxes, and wrote a report this morning on what he found inside.

Lipacis notes that Prudential hardware analyst Jesse Tortora sees Apple selling 800,000 units this year, and 1.8 million in 2008. “Based on the modest unit shipment estimates, we don’t expect the Apple iTV to materially change the economic fortunes of its suppliers,” he writes. Nonetheless, he thinks the exercise provides some insights “in understanding semiconductor vendors that are well positioned to see demand for their components.”

With that said, here’s what Lipacis found inside his AppleTV, including estimates prices for the parts:

* Intel (INTC): 1 GHz Crofton CPU with 2 MB of L2 Cache; $30-40.
* Intel: Calistoga chipset; $18.
* Broadcom (BRCM): 802.11n; $15.
* Nvidia (NVDA): GeForce Go 7300 graphic processor; $14.
* Nanya: 256 MB DDR2 DRAM; $12.
* Samsung: DDR3 DRAM; $5-$10.
* Linear (LLTC): 3 step-down regulators; $5-$10.
* Realtek: Audio Codec; $5-$10.
* Marvell (MRVL): hard-drive system on a chip; $5.
* Foxlink: Various printed circuit board connectors; $5.
* Silicon Image (SIMG): HDMI output; $3-$5.
* Silicon Storage Tech: Flash memory and controller; $3-$4.
* Realtek: Mini-PCI Fast ethernet controller; $3.
* International Rectifer (IRF): FETs; $2-$3.
* Cypress (CY): Clock chip for Calistoga chipset; $2.
* Cypress: controller for flash; $2.
* Intersil (ISIL): CPU voltage regulator; $1-$2.
* Texas Instruments (TXN): various analog components; $1-$2.
* Texas Instruments: HDD motor controller; $1.

Also in the box: a Toshiba 40 GB HDD with estimated cost to Apple of $30.

Based upon his estimates...

The most: $193.00
The least: $162.00
Avg: $177.50

Very interesting...

iluvmymac · 03-30-2007, 02:38 PM

What about the remote

?

MACattack · 04-02-2007, 12:52 PM

Quote:

Originally Posted by iluvmymac

What about the remote

?

The remote was probably the same 3-4$.

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03-30-2007, 02:38 PM	#2 (permalink)
iluvmymac Junior Member Join Date: Mar 2007 Posts: 12	What about the remote ?