“갤럭시탭, 아이패드보다 부품가 59弗 싸” 그런데… *****

 

입력: 2010-11-02 11:03 / 수정: 2010-11-02 11:03

삼성전자의 태블릿PC 갤럭시 탭이 아이패드보다 저렴한 부품 가격에도 불구하고 판매가는 큰 차이가 없는 것으로 나타났다.
1일(현지시간) 미 IT 전문매체 ‘일렉트로니스타’는 시장조사전문업체 ‘아이서플라이’ 분석 결과를 인용해 "갤럭시 탭의 부품 가격을 전부 합치면 205.22달러로 아이패드 16GB 보다 약 59달러 저렴하다"면서 "그러나 실제 가격은 30달러 밖에 차이가 나지 않는다"고 보도했다.
현재 갤럭시 탭의 미국 판매가격은 599.99달러. 애플 아이패드의 경우 AT&T를 통해 판매하는 3G모델이 629달러 수준이므로 거의 비슷한 가격대다.
일렉트로니스타는 "이 때문에 시장에서는 삼성이 사이즈만 커진 갤럭시S폰을 만들고서 가격은 프리미엄 태블릿급으로 책정했다는 비판이 나오고 있다"고 전했다.
애널리스트 앤드류 라스웨일러(Andrew Rassweiler)도 "삼성은 아이패드와 기능 면에서 경쟁하는 제품이라기 보다는 갤럭시S 스마트폰의 대형 버전"이라며 "갤럭시 탭은 스크린 해상도, 사이즈와 기술 등에서 아이패드와는 같은 레벨이 아니다"고 분석했다.

<사진/ 삼성전자 태블릿PC ‘갤럭시탭’>

아이서플라이가 공개한 부품 가격을 자세히 살펴보면 갤럭시 탭에서 가장 비싼 부품이면서, 아이패드와 비교해서 가장 비용이 절감된 부분은 7인치 스크린이다. 색상의 정확도가 다소 떨어지고 해상도와 사이즈로 인해 가격이 57달러로 낮아졌다.
반면 아이패드는 사진을 보고 동영상을 보는 데 가장 최적의 화질을 구현하는 데 초점을 맞춰 LG IPS 패널을 사용 비용은 약 95달러가 든 것으로 조사됐다.
두번째로 비싼 부품은 플래시메모리. 샌디스크의 16GB 메인 플래시 메모리와 펌웨어, 코어 콘텐츠를 위한 1.75GB의 별도 메모리 등을 합쳐 51달러가 들었다.
이밖에 가장 저렴한 부분 중 하나인 삼성 허밍버드 프로세서가 8.84달러, 카메라7.95달러, 쉘과 커넥터 15.22달러, 터치스크린과 자이로스코프 컨트롤러 13.87달러, 삼성 배터리 10.60달러, 인피니온 3G 칩셋 10.07달러 등으로 나타났다.
일렉트로니스타는 "삼성이 갤럭시 탭으로 얼마나 이윤을 낼 지는 확실하지 않다"면서 "마케팅이나 연구비 등 다른 요소를 포함하면 마진이 달라질 수 있다"고 말했다.
일렉트로니스타는 이어 "갤럭시 탭과 아이패드의 부품 가격 차이를 보면, 삼성이 갤럭시 탭 개발에 많은 비용을 들였거나, 혹은 높은 마진을 원하고 있는 것으로 보인다"며 "애플은 아이패드에 대해 공격적인 판매 전략을 취하는 대신 낮은 마진을 유지할 것이라고 수차례 얘기해왔다"고 덧붙였다.
한편 삼성전자는 오는 4일 미디어데이를 열고 갤럭시 탭을 국내에 공개할 것으로 알려졌다. SK텔레콤을 통한 판매는 이르면 8일부터 시작될 예정이고 출고가는 90만원 선이 될 전망이다.
삼성전자 관계자는 그러나 "판매 직전까지 가격은 정해지지 않는다"면서 "국내 출시일도 가격도 확정되지 않았다"고 말했다.
한경닷컴 권민경 기자 kyoung@hankyung.com

http://news.hankyung.com/201011/201011029538g.html?ch=news

 

 

Samsung Galaxy Tab Carries $205 Bill of Materials, iSuppli Teardown Reveals 

November 1, 2010 

ANDREW RASSWEILER

With its new Galaxy Tab GT-P1000, Samsung Electronics has developed a product with features and component costs that position it as a large-scale smart phone, rather than as a true competitor to Apple Inc.’s iPad, according to iSuppli Corp.

The Galaxy Tab carries a Bill of Materials (BOM) of $205.22, significantly less than iSuppli’s $264.27 estimate for the 16Gbyte 3G version of the iPad, based on the preliminary results of a dissection conducted by iSuppli’s Teardown Analysis service. However, the reduced cost is largely the result of Galaxy’s smaller and lower resolution display compared to the iPad.

“Instead of matching up with the iPad on a feature-by-feature basis, the Galaxy Tab really is larger version of Samsung’s Galaxy S smart phone,” said Andrew Rassweiler, director, principal analyst and teardown services manager for iSuppli. “While the design approach makes the Galaxy less expensive to produce than the iPad 3G, it also makes for a product that lacks the same usability. The Galaxy Tab’s screen resolution, size and technology are not at the same level as the iPad. This is a critical difference, given the fact that the display is a key differentiating factor for the iPad.”

On the plus side for the Galaxy Tab, the device includes some features not found in the iPad. For example, the Galaxy Tab includes a gyroscopic Microelectromechanical Systems (MEMS) sensor, likely for use in gaming. Furthermore, the Galaxy Tab comes with a primary 3 Megapixel (MP) autofocus camera along with a 1.3MP front-facing or video conferencing camera. Finally, the Galaxy Tab includes build-in support for Adobe’s Flash to provide more universal Web browsing—something notably lacking from the iPad.

When the $9.35 manufacturing cost of the Galaxy Tab is added in, the combined materials and production cost amounts to $214.57.

The Expanding Galaxy
Aside from the use of a larger display, the component content of the Galaxy Tab closely resembles that of the Samsung Galaxy S smart phone. Notably, both feature a Samsung-branded Hummingbird 1GHz ARM-based applications processor and an Infineon Technologies baseband processor that controls the wireless telephony/communication portion of the design.

The Galaxy Tab is a functional cell phone as well as tablet computing device, running 3G (UMTS/HSPA) in three frequency bands. According to Samsung, Galaxy Tab users can download applications from the Samsung Apps store and digital media from the company’s Hub service.

Display of Thrift
The Galaxy Tab employs a 7-inch TFT-LCD display with a 1,024 by 600 resolution. In contrast, the iPad uses a larger 9.7-inch diagonal display with a resolution of 1,024 by 768 pixels. While also using a TFT-LCD display, the iPad adds In-Plane Switching (IPS) technology, which enhances the viewing angle and picture quality.

iSuppli estimates the cost of the display/touch subsystem in the Galaxy Tab at $57; The comparable figure in the iPad analysis would be $98. As in most new smart phone and tablet designs dissected by iSuppli’s Teardown Analysis service, the display and touch screen represent the most expensive portion of the design, accounting for 27.8 percent of the Galaxy Tab’s total BOM. Samsung Mobile Display is the source of the LCD screen.

Stardust Memories
Next on the cost ranking is the memory subsystem, at a cost of $51, representing 24.9 percent of the total BOM.

This subsystem features a 16Gbyte of Multilevel Cell (MLC) NAND flash memory from SanDisk Corp. It also includes a Samsung multichip package combining 8Gbits of MLC Flex-OneNAND, 4Gbits of mobile Double Data Rate (DDR) mobile DRAM and 1Gbit of OneDRAM.

The numerous mechanical and electromechanical components represent the third most expensive electronic subsystem in the Galaxy Tab, at a cost of $15.22, or 7.4 percent of the BOM.

User Interface Facts
The user interface subsystem is fourth on the cost list at $13.87, or 6.8 percent of the BOM. This section includes the gyroscope—a 3-axis device from STMicroelectronics. It also features a capacitive touch screen controller from Atmel Corp. and an LVDS transmitter from Texas Instruments Inc.

Next on the cost countdown is the Samsung-supplied battery, at $10.60, or 5.2 percent of the BOM.

No. 6 on the cost list is the baseband subsystem, featuring an integrated circuit from Infineon, at a cost of $10.07, accounting for 4.9 percent of the BOM.

Radio Frequency and More
Coming in seventh on the cost list is the radio frequency/power amplifier subsystem at $9.09, or 4.4 percent of the BOM. This system features an Infineon radio frequency transceiver and four TriQuint Semiconductor transmit modules.

Next is the applications processing subsystem at $8.84, or 4.3 percent of the BOM. This section includes the previously mentioned apps processor from Samsung.

Other notable suppliers include a single-chip Bluetooth/FM/WLAN controller and a GPS receiver device from Broadcom Corp. Maxim Integrated Products contributed a power management Integrated Circuit (IC).

Learn More > Samsung Galaxy 7-Inch Android Tablet Communicator

Samsung Galaxy Tab Teardown Photo Analysis
The following represents a sample of the photographs of the Samsung Galaxy Tab teardown analysis. These images are annotated to include suppliers and functional areas.

Samsung Galaxy Tab – Oblique View
Exploded View
Main PCB – Top
Main PCB – Top
Main PCB – Bottom

iSuppli’s unique market research reports help deliver vital information on the status of the entire electronics value chain. If you are searching for the latest headlines and reports focused on teardowns, manufacturing and pricing information, look no further than iSuppli. Contact us on +1.310.524.4007 for more details.

http://www.isuppli.com/Teardowns-Manufacturing-and-Pricing/News/Pages/Samsung-Galaxy-Tab-Carries-$205-Bill-of-Materials-iSuppli-Teardown-Reveals.aspx

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