According to David Carey, UBM TechInsights VP of Technical Intelligence, the team speculated the iPad 2 would "borrow heavily from the Verizon iPhone 4 (and Motorola Xoom)" using Qualcomm's multi-mode-ready radio. And it did. The processor, Carey said, matches "the nVIDIA Tegra 2 dual-core processor studied in the Motorola Xoom, so CPU costs are, we assume, comparable. We'll have a better understanding of the cost by looking at the A5's details to learn more."

Carey also added that past history will help uncover more iPad 2 details, especially regarding component costs. He said volume and standard platform usage will help keep costs competitive. "We will not know the full story until full-scale research of every component in the iPad 2 (which of course we’ll do), but given Apple's steady price-point for the iPad 2 versus its predecessor, we expect to see iPad 2 BOM cost estimates to align closely to those of the first generation iPad from its mid-2010 launch."

Motorola Xoom (32GB 3G model) Apple iPad (32GB 3G model) today's estimate Apple iPad 2(32GB 3G model) Display 10.1 inch capacitive multi-touch screen display

1280x800 pixel resolution -- 150 ppi

$55 9.7-inch capacitive multi-touch screen display

1024x768 pixel resolution -- 132ppi

$50 9.7-inch capacitive multi-touch screen display

1024x768 pixel resolution -- 132ppi

$50 Camera(s) 5 MP Camera Module

$10 No module in iPad 1280x720p camera -

~1 MP 640x480 VGA

(similar to iPod Touch)

$4.50 Main Processor nVidia Tegra 2 dual-core processor

1.0 GHz

$16 Apple A4 processor (manufactured by Samsung)

1.0 GHz

$15 Apple A5 processor

1.0 GHz

$15 - $20 Radio Components Qualcomm MDM6600

Broadcom BCM4329

Other

ICs $23 Infineon PMB8878

Infineon PMB6952

Broadcom BCM4329

Other

$22 Qualcomm MDM6600

Broadcom BCM4329

Other

$25 Flash memory Toshiba THGBM2G8D8FBAIB NAND Flash

$30 Samsung K9GBG08U0M NAND Flash

$30 Samsung/Toshiba NAND Flash

$30 Sensors (non-image) Kionix KXTF9

ST Microelectronics L3G4200D

$2.50 ST Microelectronics LIS331DLH

$1.00 6-axis motion can be from two possibilities:

ST Microelectronics LIS331DLH +

ST Microelectronics L3G4200D (similar to iPhone 4) $2.50 Other New features such as

25WH battery ~ $20-$25

Costs associated with thinner packaging, etc. Estimated Total $278 $245 $270