Apple has restarted the iPhone SE 4. This reversal comes nearly 2 months after Apple abandoned its plans to release a new iPhone SE in 2024. iPhone SE 4 will feature a 6.1 inch OLED display instead of an LCD and will have a thinner display with a modern design and these will be its biggest change. Overall it is a minor modification of the 6.1-inch iPhone 14.
The new iPhone SE 4 will equip with Apple’s custom-designed 5G baseband chip produced by a 4nm process (similar to 5nm) and will only support Sub-6GHz. Once the SE 4 starts using Apple’s 5G baseband chip, the move will benefit Apple’s hardware gross margin.
Qualcomm will suffer huge losses because Qualcomm’s Apple orders will decline significantly as future iPad and Apple Watch will also abandon Qualcomm’s modem in the next 2-3 years. iPhone SE 4 will launch in the First Half of 2024.
[Update] Apple has restarted the iPhone SE 4 and will adopt an in-house 5G baseband chip. The significant decline in Qualcomm’s Apple orders in the foreseeable future is a foregone conclusion. https://t.co/0MeZDFnbzg
— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) February 27, 2023