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22 bd. Benoni Goullin 44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr Free Devialet Player System report by Benjamin PUSSAT July 2019 – version 1

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Page 1: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 1

22 bd. Benoni Goullin44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr

Free Devialet PlayerSystem report by Benjamin PUSSATJuly 2019 – version 1

Page 2: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 2

Table of Contents

Overview / Introduction 4

o Executive Summary

o Main Chipset

o Reverse Costing Methodology

Teardown Analysis 9

o Views and Dimensions of the System

o System Opening

o Part Collection

o Electronic Board

Top Side – Global view

Top Side – High definition photo

Top Side – PCB Markings

Top Side – Integrated Circuits markings

Top Side – Integrated Circuits identification

Top Side – Discrete Components markings

Top Side – Discrete Components identification

Top Side – Passive Components markings

Top Side – Passive Components identification

Bottom Side – Global view

Bottom Side – High definition photo

Bottom Side – PCB Markings

Bottom Side – Integrated Circuits markings

Bottom Side – Integrated Circuits identification

Bottom Side – Discrete Components markings

Bottom Side – Discrete Components identification

Bottom Side – Passive Components markings

Bottom Side – Passive Components identification

Cost Analysis 79

o Accessing the BOM

o PCB Cost

o Estimation of the cost of the Qualcomm APxxxxx

o Estimation of the cost of the Qualcomm WCxxxxx

o Estimation of the cost of the Realtek RTxxxxxxx

o Estimation of the cost of the XMOS XVF3xxxxxxxx

o BOM Cost – Electronic Board

o Other Parts – Estimation

o Material Cost Breakdown by Component Category

o Accessing the Added Value (AV) cost

o Electronic Board Manufacturing Flow

o Details of the Electronic Board AV Cost

o Manufacturing Cost Breakdown

Estimated Price Analysis 142

o Estimation of the Manufacturing Price

Give us your Feedbacks!

Company Services 147

Page 3: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 3

Overview / Introductiono Executive Summaryo Main Chipseto Reverse Costing

Methodologyo Glossary

Teardown Analysis

Cost Analysis

Manufacturer Price Analysis

Feedbacks

About System Plus

Executive Summary

The new Free Devialet Player is the first multimedia player using an audio system with six loudspeakers and System Active Matching (SAM)® technology, for a new 360° sound experience, and much more.

Led by ever-changing broadband technology, with 4K Ultra High Definition (UHD) videos, the Internet of Things and other innovative services, Internet service providers keep improving their multimedia hardware while they integrate new options in their all-in-one packages.

The Free Devialet Player is the latest multimedia player from a company that wants to be known for being at the cutting edge of the technology. It uses a 70mm x 31mm x 3mm core processing board including a Qualcomm Snapdragon 835 processor, 4GB low power double data rate 4 (LPDDR4) standard random access memory, a 32GB embedded Universal Flash Storage (eUFS) chip and a Wi-fi/Bluetooth/FM radio solution chip.

However, the player processing core is not the only feature that deserves to be mentioned. The Free Devialet Player is also fitted with wireless technology solutions, including Wi-fi, Bluetooth and Near-Field Communication (NFC), as well as its 360° Devialet loudspeakers and its wireless power charging solutions. The Free Devialet Player is therefore a true home partner, destined to be located in the middle of the living room, next to the user.

Music vocal control with Amazon Alexa and an attractive touch-sensitive interface are also part of this multimedia all-in-one package.Based on a complete teardown analysis including printed circuit board (PCB) cross-sections, PCB antenna X-rays and main integrated circuit (IC) die photos, the report provides a detailed bill-of-material (BOM), manufacturing cost and then estimates a final manufacturer price of the player.

We estimate that the device is manufactured and tested by a EMS in China for a volume of 500,000 units in 2019.

The Free Devialet Player is made with 5 electronic boards and 1582 components and parts (including Mechanical Parts).

Page 4: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 4

Overview / Introductiono Executive Summaryo Main Chipseto Reverse Costing

Methodologyo Glossary

Teardown Analysis

Cost Analysis

Manufacturer Price Analysis

Feedbacks

About System Plus

The reverse costing analysis is conducted in several phases:

Reverse Costing Methodology

• The initialization of the analysis

Pictures of the elements to be studied.

Identification of the components.

• Description of the material in the “SYScost+” software

Creation of an “estimation project” of the studied board with SYScost+ software.

Construction of the Bill of Material (BOM).

• Assessing the material

Searching for the price of each reference among distributors and manufacturers.

Assessing the cost of the PCB and of the unaccounted references (unknown by distributors)

The BOM is valued with SYScost+ : price simulation according to the requested quantities.

• Assessing the assembling and test phases

Assembly and test lines are modeled with the SYScost+ software.

The assembly and tests costs are estimated.

• Production cost & manufacturer price

Estimation of the production cost & manufacturer price.

• Report

A report is edited.

SYS.cost+©, is a software tool developed by SYSTEM PLUS CONSULTING to calculate the cost of electronic boards. More information on thesoftware can be found at www.systemplus.fr.

Page 5: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 5

Overview / Introduction

Teardown Analysis o Views & Dimensionso System Openingo Electronic Board

Cost Analysis

Manufacturer Price Analysis

Feedbacks

About System Plus

Global View

Total Weight: 4.40kg

Global Views of the Free Devialet Player

Page 6: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 6

Overview / Introduction

Teardown Analysis o Views & Dimensionso System Openingo Electronic Board

Cost Analysis

Manufacturer Price Analysis

Feedbacks

About System Plus

Views and Dimensions300mm

12

0m

m2

85

mm

Total Weight: 4.40kg

Page 7: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 7

Overview / Introduction

Teardown Analysis o Views & Dimensionso System Openingo Electronic Board

Cost Analysis

Manufacturer Price Analysis

Feedbacks

About System Plus

System Opening

Page 8: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 8

Overview / Introduction

Teardown Analysis o Views & Dimensionso System Openingo Electronic Board

Cost Analysis

Manufacturer Price Analysis

Feedbacks

About System Plus

System Opening

Electronic Board 3 Touch Sensing Area

Page 9: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 9

Overview / Introduction

Teardown Analysis o Views & Dimensionso System Openingo Electronic Board

Cost Analysis

Manufacturer Price Analysis

Feedbacks

About System Plus

Electronic Board 1 – Top Side – High Definition Photo

Cross Section of PCB : 6 Layers

Page 10: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 10

Overview / Introduction

Teardown Analysis o Views & Dimensionso System Openingo Electronic Board

Cost Analysis

Manufacturer Price Analysis

Feedbacks

About System Plus

Electronic Board 1 – Top Side – PCB MarkingsLead Free Logo

Page 11: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 11

Overview / Introduction

Teardown Analysis o Views & Dimensionso System Openingo Electronic Board

Cost Analysis

Manufacturer Price Analysis

Feedbacks

About System Plus

Electronic Board 1 – Top Side – Integrated Circuits Identification

Page 12: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 12

Overview / Introduction

Teardown Analysis

Cost Analysiso Accessing the BOMo PCB Costo BOM Cost – Electronicso Other Parts Estimationo Material Cost Breakdowno Added-Value Costo Manufacuring Cost

Manufacturer Price Analysis

Feedbacks

About System Plus

PCBs Cost

Page 13: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 13

Overview / Introduction

Teardown Analysis

Cost Analysiso Accessing the BOMo PCB Costo BOM Cost – Electronicso Other Parts Estimationo Material Cost Breakdowno Added-Value Costo Manufacuring Cost

Manufacturer Price Analysis

Feedbacks

About System Plus

PCBs Cost – Electronic Board 1

Page 14: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 14

Overview / Introduction

Teardown Analysis

Cost Analysiso Accessing the BOMo PCB Costo BOM Cost – Electronicso Other Parts Estimationo Material Cost Breakdowno Added-Value Costo Manufacuring Cost

Manufacturer Price Analysis

Feedbacks

About System Plus

Estimation of the cost of the Qualcomm WCN3990

Estimation of the Main blocks: Digital, Analog, RF.Estimation of the Technology: CMOS RF 65nm, 7 Metal layers, 1 Polysilicon layer.Lithography steps : 37Estimation of the Wafer fab unit: UMC Fab. 12A P1/P2, wafers 300mm, located at Tainan, Taiwan.

Note : a specific and complete analysis of the technology of the dies should confirm these hypothesis but a such analysis is not included in this report.

Page 15: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 15

Overview / Introduction

Teardown Analysis

Cost Analysiso Accessing the BOMo PCB Costo BOM Cost – Electronicso Other Parts Estimationo Material Cost Breakdowno Added-Value Costo Manufacuring Cost

Manufacturer Price Analysis

Feedbacks

About System Plus

Estimation of the cost of the XMOS XVF3500-FB167

Estimation of the Main blocks: Digital, Analog, ROM, SRAM.Estimation of the Technology: CMOS 65nm, 7 Metal layers, 1 Polysilicon layers.Lithography steps : 35Estimation of the Wafer fab unit: TSMC Fab. 14, wafers 300mm, located at Tainan, Taiwan.

Note : a specific and complete analysis of the technology of the dies should confirm these hypothesis but a such analysis is not included in this report.

Page 16: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 16

Overview / Introduction

Teardown Analysis

Cost Analysiso Accessing the BOMo PCB Costo BOM Cost – Electronicso Other Parts Estimationo Material Cost Breakdowno Added-Value Costo Manufacuring Cost

Manufacturer Price Analysis

Feedbacks

About System Plus

BOM Cost – Electronic Board 1 (1/3)

Page 17: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 17

Overview / Introduction

Teardown Analysis

Cost Analysiso Accessing the BOMo PCB Costo BOM Cost – Electronicso Other Parts Estimationo Material Cost Breakdowno Added-Value Costo Manufacuring Cost

Manufacturer Price Analysis

Feedbacks

About System Plus

Material Cost Breakdown by Sub-Assembly

Page 18: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 18

Overview / Introduction

Teardown Analysis

Cost Analysiso Accessing the BOMo PCB Costo BOM Cost – Electronicso Other Parts Estimationo Material Cost Breakdowno Added-Value Costo Manufacuring Cost

Manufacturer Price Analysis

Feedbacks

About System Plus

Details of Electronic Board 1 Added-Value (AV) Cost

Details of the Electronic Board 1 assembly step costs.

Page 19: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 19

Overview / Introduction

Teardown Analysis

Cost Analysiso Accessing the BOMo PCB Costo BOM Cost – Electronicso Other Parts Estimationo Material Cost Breakdowno Added-Value Costo Manufacuring Cost

Manufacturer Price Analysis

Feedbacks

About System Plus

Added Value Cost Breakdown by Sub-Assembly

Page 20: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 20

Overview / Introduction

Teardown Analysis

Cost Analysiso Accessing the BOMo PCB Costo BOM Cost – Electronicso Other Parts Estimationo Material Cost Breakdowno Added-Value Costo Manufacuring Cost

Manufacturer Price Analysis

Feedbacks

About System Plus

Manufacturing Cost Breakdown

Page 21: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 21

Overview / Introduction

Teardown Analysis

Cost Analysis

Manufacturer Price Analysiso Financial Ratioso Manufacturer Price

Feedbacks

About System Plus

Estimation of the Manufacturer Price

Page 22: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 22

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Feedbacks

Related reports

About System Plus

Other Available Reports

REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING

SYSTEM• Freebox Delta Server• Magic Leap One – Augmented Reality Headset• Huawei E5372 – Mobile 4G WiFi Hotspot

Page 23: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 23

COMPANYSERVICES

Page 24: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 24

Overview / Introduction

Teardown Analysis

Cost Analysis

Manufacturer Price Analysis

Feedbacks

About System Pluso Company serviceso Contacto Legal

Business Models Fields of Expertise

Custom Analyses(>130 analyses per year)

Reports(>40 reports per year)

Costing Tools

Trainings

Page 25: Free Devialet Player - System Plus

©2019 by System Plus Consulting | Free Devialet Player 25

Overview / Introduction

Teardown Analysis

Cost Analysis

Manufacturer Price Analysis

Feedbacks

About System Pluso Company serviceso Contacto Legal

Contact

Europe Sales OfficeLizzie LEVENEZFrankfurt am MainGERMANY+49 151 23 54 41 [email protected]

www.systemplus.fr

Asia Sales OfficeTakashi [email protected]

Mavis WANGGREATER [email protected]

NANTESHeadquarter

FRANKFURT/MAINEurope Sales Office

LYONYOLE HQ

TOKYOYOLE KK

GREATER CHINAYOLE

PHOENIXYOLE Inc.

America Sales OfficeSteve LAFERRIEREEastern [email protected]

Troy BLANCHETTEWestern [email protected]

KOREAYOLE

Headquarters22 Boulevard Benoni Goullin44200 NantesFRANCE+33 2 40 18 09 [email protected]

Page 26: Free Devialet Player - System Plus

ORDER FORMPlease process my order for Free Devialet Player Reverse Costing® –Structure, Process & Cost Report Ref: SP19460

Full Structure, Process & Cost Report : EUR 3,990* Annual Subscription offers possible from 3 reports, including this

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REVERSE COSTING® – STRUCTURE, PROCESS & COST REPORTFREE DEVIALET PLAYER

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Page 27: Free Devialet Player - System Plus

1.INTRODUCTIONThe present terms and conditions apply to the offers, sales and deliveries of services managed by System PlusConsulting except in the case of a particular written agreement.Buyer must note that placing an order means an agreement without any restriction with these terms and conditions.

2.PRICESPrices of the purchased services are those which are in force on the date the order is placed. Prices are in Euros andworked out without taxes. Consequently, the taxes and possible added costs agreed when the order is placed will becharged on these initial prices.System Plus Consulting may change its prices whenever the company thinks it necessary. However, the companycommits itself in invoicing at the prices in force on the date the order is placed.

3.REBATES and DISCOUNTSThe quoted prices already include the rebates and discounts that System Plus Consulting could have granted accordingto the number of orders placed by the Buyer, or other specific conditions. No discount is granted in case of earlypayment.

4.TERMS OF PAYMENTSystem Plus Consulting delivered services are to be paid within 30 days end of month by bank transfer except in thecase of a particular written agreement.If the payment does not reach System Plus Consulting on the deadline, the Buyer has to pay System Plus Consulting apenalty for late payment the amount of which is three times the legal interest rate. The legal interest rate is thecurrent one on the delivery date. This penalty is worked out on the unpaid invoice amount, starting from the invoicedeadline. This penalty is sent without previous notice.When payment terms are over 30 days end of month, the Buyer has to pay a deposit which amount is 10% of the

total invoice amount when placing his order.

5. OWNERSHIPSystem Plus Consulting remains sole owner of the delivered services until total payment of the invoice.

6.DELIVERIESThe delivery schedule on the purchase order is given for information only and cannot be strictly guaranteed.Consequently any reasonable delay in the delivery of services will not allow the buyer to claim for damages or tocancel the order.

7.ENTRUSTED GOODS SHIPMENTThe transport costs and risks are fully born by the Buyer. Should the customer wish to ensure the goods against lost ordamage on the base of their real value, he must imperatively point it out to System Plus Consulting when theshipment takes place. Without any specific requirement, insurance terms for the return of goods will be the carriercurrent ones (reimbursement based on good weight instead of the real value).

8.FORCE MAJEURESystem Plus Consulting responsibility will not be involved in non execution or late delivery of one of its dutiesdescribed in the current terms and conditions if these are the result of a force majeure case. Therefore, the forcemajeure includes all external event unpredictable and irresistible as defined by the article 1148 of the French CodeCivil?

9.CONFIDENTIALITYAs a rule, all information handed by customers to system Plus Consulting are considered as strictly confidential.A non-disclosure agreement can be signed on demand.

10.RESPONSABILITY LIMITATIONThe Buyer is responsible for the use and interpretations he makes of the reports delivered by System Plus Consulting.Consequently, System Plus Consulting responsibility can in no case be called into question for any direct or indirectdamage, financial or otherwise, that may result from the use of the results of our analysis or results obtained usingone of our costing tools.

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