Kynes on 29 January 2011
iPhone ASP is 625 US$. With gross margins of a 50%, really high in this industry, you get a BOM of ~300 US$. Then, you have to invest in marketing, I plus D, transport/distribution costs, retail margin, etc.
NGP hardware seems much costlier than iPhone. Do people really think Sony will sell it for 350 US$, when you don't have a carrier that subsidizes it? It will be PS3 2.0 in a financial sense if they do so.
