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Barclays analyst Tom O'Malley and his colleagues recently traveled to Asia to meet with various electronics manufacturers and suppliers. In a research note this week, outlining key takeaways from the trip, the analysts said they have "confirmed" that a fourth-generation iPhone SE with an Apple-designed 5G modem is slated to launch towards the end of the first quarter next year. In line with previous rumors, that timeframe suggests the new iPhone SE will be announced in March, just like the current model was in 2022.

iPhone-SE-4-Thumb-1.jpg

The fourth-generation iPhone SE is expected to have a similar design as the base iPhone 14, with rumored features including a 6.1-inch OLED display, Face ID, a newer A-series chip, a USB-C port, a single 48-megapixel rear camera, 8GB of RAM to enable Apple Intelligence support, and the previously-mentioned Apple-designed 5G modem.

Apple is rumored to have been working on its own 5G modem for iPhones since 2018, a move that will allow it to reduce and eventually eliminate its dependance on Qualcomm. Earlier this year, Apple extended its 5G modem supply agreement with Qualcomm for iPhone launches through 2026, so Apple still has plenty of time to complete the transition to its in-house modem. Along with the fourth-generation iPhone SE, Apple analyst Ming-Chi Kuo previously said the so-called "iPhone 17 Air" will have an Apple-designed 5G modem.

It is unclear if Apple's first 5G modem would unlock any consumer benefits compared to Qualcomm's modems, such as faster speeds.

In 2017, Apple sued Qualcomm over anticompetitive practices and $1 billion in unpaid royalty rebates. The two companies settled the lawsuit in 2019, and Apple acquired the majority of Intel's smartphone modem business that same year. That purchase provided Apple with a portfolio of cellular-related patents to bolster its development. In another four months from now, it seems like we will finally see the fruit of this labor.

Apple announced the third-generation iPhone SE during an online event on March 8, 2022. The device looks similar to the iPhone 8, with outdated features such as a Touch ID button, Lightning port, and thick bezels around the display. In the U.S., the iPhone SE currently starts at $429, but the new model might see at least a slight price increase.

Article Link: iPhone SE 4 With Apple's Own 5G Modem 'Confirmed' to Launch in March
“…with outdated features such as a Touch ID button, …”
Outdated?? The 2024 iPad mini 7 still has TouchID, i have the 6, I love TouchID !!!, never fails unlike FaceID on my iPhone and M2 iPadPro …
 
Apple intentionally don't place the Mini with the flagships because they don't want to lose money from the big phones. They are the ones that kill the smaller phones, not people voting with their wallets. I'm sure if people had the choice of a new smaller phone at the same time as the new big ones we'd see a better uptake.
Apple are a business, after all. In a cutthroat market with many (very good) Android-based competitors. So, of course, they want everyone to buy their most expensive offerings.

Having said that, iPhone sales don't just start and stop in September/October. They're healthy throughout the year, quarter over quarter (revenue is probably in the $50 billion range most quarters). So if customers aren't buying these "mini" phones in the numbers targeted over all quarters, I'm not sure that can all be put down to "everbody already got a big iPhone in September"...
 
They should bring back a mini model of the iPhone. I understand there might not be a need anymore in the world of large devices, but it was such a good size for so many getting their first iPhone!

Also I'm sure Apple can afford to keep a sku of a device that "doesn't sell enough" for those "just in case" people
People voted against iPhone mini, so no reason for Apple to launch another one.
Can't wait for the vocal 0.001% to complain about the 5g modems in the budget iPhone.
What do you expect ? Apple is quite good at hardware, I would say. Their SoC is the best on the market.
Clearly they don’t have a lot of confidence in it yet. Sneaking it in the cheapest iPhone mid-year.
Or maybe it just wasn’t ready for iPhone 16 launch
Apple desperately needs a credible mid range phone - even if it will likely be premium priced midrange.
Apple is everything but desperate…
Can't wait for the lawsuits filed for violating patents one way or another. I'm sure this is the real challenge. Designing a modem that works without infringing. I feel like apple has the technical expertise.
The patent system is rotten. Everything is patented nowadays…
 
Slight? I bet the brand new iPhone SE with all the advanced features that iPhone users know and love, will start at $499 with 64GB. And they think we'll gonna LUV it!
Anyone else thinking this new SE is going to replace the iPhone 14 in the lineup for $599?

If this uses the iPhone 14 case & screen, but has a better APU (including access to Apple Intelligence), a better main camera (48 MP), a better facetime camera (as per recent rumour) why would anyone pay the premium price for the iPhone 14? The only things the iPhone 14 would have over it would be the wide angle camera and potentially satellite communication. Would Apple leave out the ultrawideband chip and Magsafe, foregoing all the ecosystem accessory sales?

Even if Apple only offered an A16 chip as per the iPhone 15, this would still likely beat the iPhone 14 offering.
 
Anyone else thinking this new SE is going to replace the iPhone 14 in the lineup for $599?

If this uses the iPhone 14 case & screen, but has a better APU (including access to Apple Intelligence), a better main camera (48 MP), a better facetime camera (as per recent rumour) why would anyone pay the premium price for the iPhone 14? The only things the iPhone 14 would have over it would be the wide angle camera and potentially satellite communication. Would Apple leave out the ultrawideband chip and Magsafe, foregoing all the ecosystem accessory sales?

Even if Apple only offered an A16 chip as per the iPhone 15, this would still likely beat the iPhone 14 offering.
Sounds reasonable
 
They should bring back a mini model of the iPhone. I understand there might not be a need anymore in the world of large devices, but it was such a good size for so many getting their first iPhone!

Also I'm sure Apple can afford to keep a sku of a device that "doesn't sell enough" for those "just in case" people
I think there is a business case to be made here in making the new SE an iPhone 13 Mini with an A18, 8 GB ram and a single lens 48 MP camera as it would be an instant buy for the small but vocal group currently using a Mini 12 or 13 and don't know what they'll upgrade to and will also sell well for folks who just want the cheapest iPhone, but it won't cannibalize sales of the more expensive iPhone 14, 15 and 16 to the same extent that the currently rumored 6.1 inch iPhone SE will.
 
Clearly they don’t have a lot of confidence in it yet. Sneaking it in the cheapest iPhone mid-year.
I'm guessing the first gen Apple 5G modem probably won't support mm Wave, but they can get away with not including mm Wave on the SE. If all goes well with the SE the same modem may show up in markets outside the US in the iPhone 17 series.
 
I'm very excited for this. Upgrading from the 15 Pro to the 16 Pro doubled my cellular speeds on average (in some areas more like triple!). I never expected that kind of difference without some wild new technology or switching providers. If Apple is engineering this thing as well as they do their other chips, it could be a beast in waiting.
Modems and GPUs are two very different things. If they were easy to do, Intel wouldn't have crashed and burned (and caused apple to move away from them years ago). They then bought those same engineers and its been what almost a decade and they may finally have their own 5G modem? (which most likely will not come close to matching Qualcomm).
 
Yawn, another phablet. Where's the product line differentiation?
No such thing is necessary when the 6.1" and larger models are what the average consumer predominantly wants.

Anyone who's worked in retail knows that key specs for nearly any portable consumer electronics device is a larger display and larger battery.

You can't sell small and sleek when consumers don't mind something heavy and oversized if it offers the best battery life and the biggest and brightest display.

A <6.1" iPhone can by definition not have the best battery life and the biggest and brightest display due to size constraints.

iPhones mini would only be feasible in a market that had yet to move to something larger than 5.4" displays. That's a long time ago and not a direction we're moving towards.
 
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No such thing is necessary when the 6.1" and larger models are what the average consumer predominantly wants.

Anyone who's worked in retail knows that key specs for nearly any portable consumer electronics device is a larger display and larger battery.

You can't sell small and sleek when consumers don't mind something heavy and oversized if it offers the best battery life and the biggest and brightest display.

A <6.1" iPhone can by definition not have the best battery life and the biggest and brightest display due to size constraints.

iPhones mini would only be feasible in a market that had yet to move to something larger than 5.4" displays. That's a long time ago and not a direction we're moving towards.
Sounds like Apple should just discontinue the iPhone, add the Phone app to cellular iPads, and let people walk around with the biggest and brightest 12" displays then.
 
I think there is a business case to be made here in making the new SE an iPhone 13 Mini with an A18, 8 GB ram and a single lens 48 MP camera as it would be an instant buy for the small but vocal group currently using a Mini 12 or 13 and don't know what they'll upgrade to and will also sell well for folks who just want the cheapest iPhone, but it won't cannibalize sales of the more expensive iPhone 14, 15 and 16 to the same extent that the currently rumored 6.1 inch iPhone SE will.
That's not where the smartphone market is heading.

Go look at what other brands are selling more and more of -More and more phablets and foldables.

People need larger and larger batteries and bigger and brighter displays for more and more content consumption.

-When in the market for a new device, by far most will consider the model that offers the most battery life and the biggest and brightest display available.

iPhones mini aren't that and can't be due to physical/technical limitations.
 
iPhones mini would only be feasible in a market that had yet to move to something larger than 5.4" displays. That's a long time ago and not a direction we're moving towards.

IMO the minis did poorly commercially not so much because of the battery life but because of the poor price differentiation. $100 seperated the 13 mini from the 13.

I think a SE4 launched today as a functionally identical 13 mini at a $429 price point would likely move in much higher volume; even with the smaller screen and battery. But of course we already know that becase the SE3 already has a smaller screen and the SE range do sell reasonably well.
 
I would happily pay the same price for a new mini as the “regular”

You'd be in the small minority though. People seem to take issue with paying the same amount of money to get "less". Even though technologically they're on par.

$700 v $800 wasn't enough for people. And here in australia where it was $1200 AUD vs $1350 AUD, that differentiation seemed even more miniscule.
 
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