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Teardown Analysis Of Apple's iPhone 6s

Apple’s iPhone 6s and 6s Plus became available on Friday and has performed an initial analysis of the iPhone 6s. Apple is touting that “The only thing that’s changed is everything” which also leads to the cost of the iPhone 6s costing about $16.50 or 7% more than the iPhone 6 and about $33.50 or 16% higher than the iPhone 5s. (Note that I own Apple shares).

Impact to iPhone margins

Since the iPhone 6 became available last year Apple has been able to increase the iPhone’s Average Selling Price (ASP) by having the first memory upgrade be 64GB vs. 32GB for $100 and the 6 Plus costing $100 more than the 6. This year, except for some price changes in international markets, the prices for the 6s...