iPhone Duo Foldable OLED Economics Report Model

Based on reported $250 Samsung screen supply cost via @WatcherGuru
High Margin Flagship Tier
BOM & Production Parameters
$250
Reported contract cost paid to Samsung Display per foldable panel unit.
$1,799
Estimated consumer MSRP for Apple's debut dual/folding flagship.
$550
Processor (A-series/M-series), titanium hinge chassis, dual batteries & triple cameras.
85%
Defect & stress test pass rate during ultra-thin glass (UTG) & OLED substrate layering.
15M
Total projected model lifetime or 12-month production run units.
Unit Profitability & Financial Split Real-time Model
Apple Gross Profit / Unit
$999
Margin: 55.5%
Samsung Display Profit / Unit
$162.5
Effective Fab Cost: $87.50
Total iPhone Duo Revenue
$26.985B
At 15.0M units shipped
Total iPhone Duo BOM Cost
$800
OLED Screen is 31.3% of BOM
Per-Unit Retail Value Allocation (USD) Samsung Display vs Other BOM vs Apple Margin
Economic Component Entity Per Unit ($) Total Total ($B)
Samsung Foldable Screen (OLED + UTG) Samsung Display $250.00 $3.750B
Non-Display Components & Assembly Foxconn / TSMC / Others $550.00 $8.250B
Apple Unit Gross Margin Apple Inc. (AAPL) $999.00 $14.985B
iPhone Duo Retail MSRP Consolidated Gross $1,799.00 $26.985B
Apple GP: 999
Margin: 55.5%
Samsung Unit Profit: 162.5
Status: High Margin Flagship Tier
Revenue: $26.985B
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