The BOM (Bill of Materials) for the Apple Headset leaked online in Chinese. I translated it for the english people below. It's a long post:👇
"Recently, Apple announced that it will hold the WWDC from June 6th to 10th, and may release the first-generation MR headset. We held an expert meeting to interpret the recent situation of Apple's MR today, and now update the key points as follows:
#MR Overview
🔺 Positioning: A non-profit product, combining AR and VR features, can switch with one click;
🔺 Stage: PVT phase has been completed, currently in the Pre MP/Preview phase, and a production line has been completed;
🔺 Quantity: It is estimated to be 400,000 to 500,000 units in the second half of this year.
#Hardware Cost Breakdown
→ Chips: Two in total, costing $120 -140 each;
→ Micro OLED screen: $280-320;
→ Camera (equipped with 14 sensors): $160;
→ Optical lens system and assembly: $70-80;
→ Rear-view mirror: $13-15;
→ Pupil distance adjustment module: $30-35;
→ 3D sensor part: $80-90;
→ Metal mid-frame: $95;
→ Appearance parts: $15-20;
→ External battery pack: $22 -25;
→ Microphone: $21-22, Speaker: $16-18;
→ PCB FPC: $40-45;
→ RAM ROM storage part: $40-45;
→ Other chipsets such as wifi, Bluetooth, PMIC, etc.: $60-70;
→ Heat dissipation module: $70;
→ Other auxiliary parts: $30-40;
→ Assembly: $110-120;
Total cost: around $1400, plus shipping costs, the cost is conservatively estimated to be within $1600.
#Software System
🔺 The self-developed Reality OS system is adapted to Apple's MR and is currently dealing with compatibility issues between the ros system and the iOS system;
🔺 The software system covers games, video software, and office software, mainly in cooperation with software suppliers such as iQiyi and Sony.
#Stocking Cycle
🔺 Assembly plant: stock up 15 days in advance
🔺 Production line capacity: the monthly output of qualified products is guaranteed to be over 70,000 units
In terms of the industrial chain, the core focus targets are as follows:
【MR Supply Chain Manufacturers】
Comprehensive solution providers: GoerTek, Luxshare Precision;
Camera module: Sunny Optical;
Pupil Distance Adjustment: Zhaowei Mech. & Elec. Tech.;
Structural parts: Jabil, BYD Electronics;
Testing/equipment: Huaxing Yuanchuang, JPT Opto-electronics, Icubic;
Battery pack: Desay Battery
【Other Targets】
Pancake optical film: Sunic System;
Acoustic module and overall assembly: Guoguang Electric;
Mini LED backlight: Refond Optoelectronics; Longli Tech.
For more details, contact Minsheng Electronics Fang Jing/Wang Qi/Lv Tianci."