Estimated manufacturing prices for Meta Quest 3 and Apple Imaginative and prescient Professional

Estimated manufacturing prices for Meta Quest 3 and Apple Imaginative and prescient Professional

An evaluation agency has launched detailed studies estimating the price of every part in Meta Quest 3 and Apple Imaginative and prescient Professional.

Wellsenn

It is very important word that these estimates don’t embody the analysis and product improvement prices incurred by every firm, nor the prices of growing, updating and supporting the system software program and content material included with the headset. This evaluation relates solely to the direct prices of sourcing and assembling parts.

We must also word that Apple is a secretive firm that usually has complicated, multi-year agreements with its suppliers, so parts of Wellsenn’s estimates could also be wildly inconsistent. Nonetheless, that is an attention-grabbing breakdown of how the completely different parts of the headphones contribute to their value proportionately.

In accordance with Wellsenn, Qualcomm’s Snapdragon XR2 Gen 2 chipset is the costliest single part within the Quest 3 at $90. The XR2 Gen 2 is constructed on a 4nm course of node, up from the unique 7nm, and has a GPU that’s greater than twice as highly effective.

The full price of all of the chips and different computing parts within the headset, together with issues like RAM and storage, is estimated at $151.

Wellman estimates that the 2 LCD panels price $40 every and the flat lenses price $25 every, with a complete show and optics price of $133.

Chart by UploadVR based mostly on Wellsenn estimates.

Different vital prices embody cameras and sensors, estimated at $41.50, and Contact Plus controllers, estimated at $16.50 every.

Wellsenn estimates the entire price of parts for the Quest 3 to be round $400, whereas the ultimate price together with manufacturing is estimated at $430.

Factoring in R&D and different oblique prices, Meta will probably make no revenue, and even make a loss, on the 128GB Quest 3 mannequin.

Apple Imaginative and prescient Professional

With the Apple Imaginative and prescient Professional, the costliest part is claimed to be the small, near-4K OLED shows, at a staggering $350. Sure, that is true, in line with Wilson all The Imaginative and prescient Professional shows price about the identical because the Quest 3’s full part invoice.

Small OLED shows are manufactured immediately on silicon wafers by a very completely different course of than customized smartphone OLED shows or TV-sized OLED shows. Though the know-how itself is just not new, till this 12 months it had solely been used for comparatively low-resolution shows in very low-profile merchandise akin to viewfinders for high-end cameras and a few industrial good glasses. Manufacturing of high-resolution shows is simply now beginning, for the XR Headphones, and it is nonetheless in low portions.

Apple is shopping for near-4K OLED mini shows from Sony, and points with the ramp-up have been broadly reported by retailers together with The Data, The Monetary Occasions and South Korean outlet The Elec. These studies recommend that Sony could solely be capable of produce sufficient for as much as half 1,000,000 Imaginative and prescient Professional headphones within the first 12 months.

Chart by UploadVR based mostly on Wellsenn estimates.

The following highest price is claimed to be flat lenses, at $120 every. That is virtually 5 occasions the price of the Quest 3. This can be as a result of better magnification – the mini OLED shows are smaller than the LCD panels used within the Quest – however it’s extra probably associated to the considerably decrease manufacturing quantity of the Imaginative and prescient Professional in comparison with the Quest 3.

Apple’s M2 chip prices $120, whereas the R1 processor used to course of pass-through cameras prices $60. When all different chipset prices are included, the entire computing parts price is estimated at $286.

The final vital price is the body and veneer. Whereas that is plastic on the Quest 3 and is estimated at simply $16, the Imaginative and prescient Professional makes use of a customized aluminum alloy body that helps a curved glass entrance panel, and Wellsenn estimates it at $132.

Earlier this 12 months, The Data reported that the Imaginative and prescient Professional could be the “most complicated” system Apple has ever made, and that the unique producer had handed the venture over to a special firm as a result of it was too tough to assemble. There are numerous parts packed into such a small, curved body, so meeting employees “haven’t got a lot room to maneuver instruments and are pressured to put in parts at awkward angles.” Because of this, Wellsenn estimates that Apple will likely be charged $130 per head for meeting, bringing the entire price of the headset to greater than $1,700.

Chart by UploadVR based mostly on Wellsenn estimates.

Clearly, that is a lot lower than $3,500, however as talked about above, remember the fact that this doesn’t embody analysis and product improvement prices. Apple has been engaged on a headset for no less than six years, and has reportedly poured billions of {dollars} into the venture. The worth might also be meant to artificially limit demand given Sony’s very restricted skill to supply small OLED shows.

The Imaginative and prescient Professional is clearly a extra bold headset than the Quest 3, however that comes at a a lot increased price. Apple is claimed to be engaged on a less expensive mannequin that would ditch the entrance display and use the A-series chipset from the iPhones, in addition to cheaper supplies. Nonetheless, their value will probably stay effectively above $1,000, and securing widespread provide of small OLED shows will stay a problem for years to come back.

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