Samsung, Huawei spending on camera hardware to get close to iPhone: According to analysts Cowen, Android smartphones, focused on improved displays, and cameras, yet didn’t beat the iPhone and narrowing the gap, the main competitors Huawei and Samsung significantly surpass Apple in assembling the rear camera on each of their flagship mobile devices.
If we needed to pick out any particular feature of the Huawei P30 Pro, it would be a rear camera module and its amazing image capture quality. That is why it is easy to see that the rear cameras of the phone, including the TOF sensor, are the most expensive of the modern flagships, as indicated in the note by the Cowen investor, obtained by AppleInsider. The note includes an analysis of the bill of materials, which also indicates the cost of the Galaxy S10 + and iPhone XS modules.
Cameras of the iPhone come at the lowest price and cost $ 34.50 per device, while the Galaxy S10 + costs $ 44 per device. For comparison, the P30 Pro module (including TOF sensor) costs $ 56. Samsung and Huawei both have respectively spent 1.4 times and 1.9 times as much as Apple.
The difference in price may simply be down to the use of more cameras on Samsung and Huawei devices. Rumor is that Apple will add a square camera and a three-lens configuration to its 2019 iPhone phones, which could provide a third zoom option along with installed wide-angle and telephoto camera lenses, or even to enable depth mapping.
Cowan’s report also mentions display prices, and here Apple pays a little more than Huawei. The S10 + display costs $ 125, the iPhone display costs $ 120, and the P30 Pro display costs $ 110. It is also worth noting that both Apple competitors have relatively new devices, while the iPhone XS is an older competitor that gave Huawei and Samsung time to learn from its competitors.
While this is not a competitive area, it is believed that the processing capabilities of each are also worthy of monitoring: the A12 Bionic uses a hex-core design, while the Samsung and Huawei versions are based on an octa-core and have built-in LTE modems. “We believe the addition and innovation of AI accelerator cores or ‘neural engines’ as part of the GPU core design is of a greater focus”, – stated in the note.
Cowan warns that Huawei’s 4G development experience and even Samsung’s experience over the past few years could help two companies deliver Apple in the near future in 2019 with the introduction of 5G cellular services. Apple is expected to launch an iPhone with 5G support in 2019, which could give its competitors a significant advantage in terms of connectivity.
It’s unclear whether Apple will retain its overall leadership in the long run, as Cowan suggests “With peers focusing on superior display and camera quality, we believe it is too early to tell if catering to social media power users will lead to further iPhone sales declines.”
Although a breakdown of the Cowen specification shows that there is a comparative cost between the three models, it is worth remembering that the Samsung Galaxy S10 + and Huawei P30 Pro are relatively new devices, while the iPhone XS was released last September.
Both Samsung and Huawei had the opportunity to learn what they need to change in their flagship models so that they can compete with the latest iPhones before launching them.