Magic Leap One – Augmented Reality Headset
Total Page:16
File Type:pdf, Size:1020Kb
REVERSE COSTING® – STRUCTURE, PROCESS & COST REPORT Magic Leap One – Augmented Reality Headset Magic Leap’s long-awaited release in the augmented reality market. Like its cousin Virtual Reality (VR), the size - A Time of Flight module measures the of the Augmented Reality (AR) market environment depth. increases daily. But VR seems to hold - A complete batch of motion sensors: promise in many more applications, since Accelerometers, gyroscopes, electronic this technology combines the virtual compass. world with the real world. Initially used in military applications in the early 1990s, - Many cameras for user eye tracking AR’s uses nowadays include and environment analyzing. archaeological research, video games, - Tracking system for remote control aerospace, translation, medicine and interaction. sports. For several years, major The headset processing core is a new companies like Google and Microsoft have generation processor: A Vision Processor invested in and commercialized AR Unit (VPU) by Movidius to unify the virtual products. But one name has been and real worlds. particularly prominent: Magic Leap. Based on the headset teardown, this After years of advertising campaigns and report details a complete bill of material, raising billions of dollars for the whole identifies components and assembly Magic Leap project, the startup’s first processes, featuring PCB technologies and augmented reality headset, Magic Leap PCB cross-section pictures. Electronics One, was finally released in the last component and mechanical part costs are quarter of 2018. This is the result of calculated in order to estimate the device several years of development and many manufacturing cost. Title: Magic Leap patent applications. By comparison with One AR Headset most AR market products, its price is relatively high at about $2,300. This COMPLETE TEARDOWN WITH Pages: 216 suggests how expensive all these years of research and development might have • Detailed photos Date: June 2019 been. • Material analysis Format: The Magic Leap One is composed of three • Components identification PDF & Excel file parts: a headset, a remote control and a compact computer, this report is focused • Complete bill of material Price: on the headset. AR needs many resources • Component pricing EUR 3,990 to analyze the real world and compute • the virtual one. As we might expect, we Manufacturing process flow discovered a wide variety of different • Supply chain evaluation sensors and processing ICs inside the • Manufacturing cost analysis Magic Leap. - The virtual world is displayed by two • Manufacturer price estimation microdisplays and optical waveguides. IC – LED – RF – MEMS – IMAGING – PACKAGING – SYSTEM – POWER - DISPLAY MAGIC LEAP ONE - AUGMENTED REALITY HEADSET TABLE OF CONTENTS Overview/Introduction Cost Analysis • Executive Summary • Accessing the BOM • Reverse Costing Methodology • BOM cost - Electronic boards Teardown Analysis • BOM cost - Headset • Views and Dimensions of the Headset • Material cost breakdowns • Teardown • Accessing the Added Value (AV) cost • Electronic Boards • Details of the electronic board AV cost • Top side – High definition photo • Details of the system assembly AV cost • Top side – PCB markings • Added-value cost breakdown • Top side – Component markings • Manufacturing Cost Breakdown • Top side – Component identification Manufacturer Price • Bottom side – High definition photo • Financial ratios • Bottom side – PCB markings • Estimation of the Manufacturer Price • Bottom side – Component markings Company Services • Bottom side – Component identification AUTHORS Benjamin Pussat joined System Plus Consulting as a cost technician in 2017. He is in charge of reverse costing with a focus on boards and systems. He previously worked for Sercel, Sagem S&D and SEIA, where he was in charge of board testing and then hardware and software development. RELATED REPORTS Oculus Rift Virtual Reality Head- HTC Vive Virtual Reality Head- Displays & Optical Vision Systems Mounted Display Mounted Display forVR,AR &MR 2018 Detailed analysis of Oculus’s Detailed analysis of HTC’s smart Technological reality is piercing HMD for VR experience leads to approach to the VR experience. the hype for virtual and a surprising conclusion. February 2017 - EUR 3,490* augmented realities, reminding March 2017 - EUR 3,490* everyone about all the challenges that are yet to be overcome. June 2018 - EUR 6,490* REVERSE COSTING® – STRUCTURE, PROCESS & COST REPORT COSTING TOOLS Parametric IC MEMS Power Display PCB Costing Tools Price+ Price+ Price+ Price+ Price+ Process-Based MEMS Power LED 3D Package SYSCost+ Costing Tools CoSim+ CoSim+ CoSim+ CoSim+ Our analysis is performed with our costing tools MEMS CoSim+, IC Price+, MEMS Price+, Display Price+, PCB Price+ and SYSCost+. System Plus Consulting offers powerful costing tools to evaluate the production cost and selling price from single chip to complex structures. IC Price+ SYSCost+ Performs the necessary cost simulation of any Provides all component costs estimation including Integrated Circuit: ASICs, microcontrollers, PCB, housing and connectors, and a simulation of memories, DSP, smartpower… the assembly cost and test process at the board Display Price+ and system level. The tool allows the necessary cost simulation of MEMS CoSim+ and MEMS Price+ most displays (LCD & OLED). Cost simulation tools to evaluate the production PCB Price+ and manufacturing cost of any MEMS process or The tool evaluates the cost of any Printed Circuit device. Board. ABOUT SYSTEM PLUS CONSULTING System Plus Consulting is specialized WHAT IS A REVERSE COSTING®? in the cost analysis of electronics from semiconductor devices to Reverse Costing® is the process of disassembling a device (or a electronic systems. system) in order to identify its technology and calculate its A complete range of services and manufacturing cost, using in-house models and tools. costing tools to provide in-depth production cost studies and to estimate the objective selling price of a product is available. Our services: • STRUCTURE & PROCESS CONTACTS ANALYSES • TEARDOWNS Headquarters America Sales Office Asia Sales Office • CUSTOM ANALYSES 22, bd Benoni Goullin Steven LAFERRIERE Takashi ONOZAWA • COSTING SERVICES Nantes Biotech Western USA & Canada Japan & Rest of Asia 44200 Nantes +1 310-600-8267 +81 3 4405 9204 • COSTING TOOLS France [email protected] [email protected] • TRAININGS +33 2 40 18 09 16 [email protected] Chris YOUMAN Mavis WANG www.systemplus.fr Eastern USA & Canada Greater China Europe Sales Office +1 919-607-9839 +886 979 336 809 [email protected] Lizzie LEVENEZ [email protected] [email protected] Frankfurt am Main Germany +49 151 23 54 41 82 [email protected] MAGIC LEAP ONE - AUGMENTED REALITY HEADSET REVERSE COSTING® – STRUCTURE, PROCESS & COST REPORT ORDER FORM Please process my order for “Magic Leap One – Augmented Reality Headset” Reverse Costing® – Structure, Process & Cost Report Return order by: Ref: SP19463 FAX: +33 2 53 55 10 59 MAIL: SYSTEM PLUS CONSULTING Full Structure, Process & Cost Report : EUR 3,990* 22, bd Benoni Goullin Annual Subscription offers possible from 3 reports, including this Nantes Biotech report as the first of the year. Contact us for more information. 44200 Nantes – France EMAIL: [email protected] SHIP TO *For price in dollars please use the day’s exchange rate Name (Mr/Ms/Dr/Pr): ............................................................. *All reports are delivered electronically in Job Title: ……............................................................................. pdf format Company: …............................................................................. *For French customer, add 20 % for VAT *Our prices are subject to change. Please Address: ……............................................................................. check our new releases and price City: ………………………………… State: .......................................... changes on www.systemplus.fr. The Postcode/Zip: .......................................................................... present document is valid 6 months after its publishing date: June 2019 Country: ……............................................................................ VAT ID Number for EU members: .......................................... Tel: ………………......................................................................... ANNUAL SUBSCRIPTIONS Email: ..................................................................................... Each year System Plus Consulting Date: ...................................................................................... releases a comprehensive collection Signature: .............................................................................. of new reverse engineering and BILLING CONTACT costing analyses in various domains. You can choose to buy over 12 First Name : ............................................................................ months a set of 3, 4, 5, 7, 10 or 15 Last Name: ……....................................................................... Reverse Costing® reports. Email: ….................................................................................. Up to 47% discount! Phone: …….............................................................................. More than 60 reports released each PAYMENT year on the following topics (considered for 2018): By credit card: • MEMS & Sensors: Accelerometer Number: |__|__|__|__| |__|__|__|__| |__|__|__|__| – Environment - Fingerprint - Gas |__|__|__|__|