How many millions of units of iPhones does Apple manufacture?
How much extra would it cost Apple to double the size of the storage from 64GB to 128GB for all iPhone Pros?
Let's run some numbers, using the iPhone XS family, since the iPhone Pro 11 is the direct successor to the XS.
https://www.businesstoday.in/techno...208-to-q2-2019-says-canalys/story/378376.html
https://news.ihsmarkit.com/press-re...ore-materials-last-years-smaller-iphone-x-ihs
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From IHS Markit's BOM for the base 64GB iPhone XS Max, we can see that the phone had $40.75 in costs for both RAM and NAND. Assuming that the 4GB of LPDDR4x RAM costs $20, that means 64GB of storage is $20.75, or $0.324 per GB of storage. Doubling the storage from a base of 64GB to a base of 128 would cost an additional $20.736. Suppose that half of the 48 million XS phones were the "base" 64GB model. At an additional $20.736 per phone, times 24 million units, increasing storage in the base model from 64GB to 128GB means that it would cost Apple an additional $497,664,000. To Apple, that is like a rounding error. So, sure, they
could do it, but why would they, when the vast majority of their customers are happy with their current offerings? $500 million is a lot of money that could be used for R&D for more iNnOvAtIvE products down the line, instead of giving customers storage that they'll never use on a device that they'll replace in a few years' time.
And that's not even raising the question if the companies that Apple sources NAND from would be able to fulfill that kind of order in a timely manner. An extra 64GB for 24 million units is an extra 1,536,000,000 GB, or an additional 1,500 petabytes.
There are lots of factors that needs to be taken into account before claiming that Apple is just stiffing customers with 64GB of storage. I'm sure that the legions of engineers and accounting and supply chain management has given this careful thought, and while it evidently pisses off a few people for whatever reason, what they're currently offering is the best balance between customer satisfaction, profit margins (
because they are a business), and sourcing from suppliers.
Sure, NAND prices may be trending towards a record low, but I'd wager that companies like Apple do most of their purchasing under contract. If they signed a contract last year for last year's prices, then they're obligated to pay that price, unless the contract allows for price adjustments.