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).
Hard to say until we see them in the wild. One advantage Apple has is they control the entire hardware and software used, so they can design it as part of a known setup, and not as an add-on that may need to work with various designs.
I don’t disagree, but by making the SE the same size as their other devices they are taking away the opportunity for an upsell, that’s all I was saying. The SE that all the rumors are pointing to will cannibalize sales of everything but the Pros and lower the average selling price of the iPhone. Good for consumers, bad for Apple shareholders 🤷♂️
It all depends on he sales mix. The flip side is it may bring people to upgrade older phones, as well as new buyers who may want an iPhone, but found current prices to high, adding marginal revenue. If that offsets or exceeds any lost revenue due to consumers opting for lower priced phone, and keeps the same or greater margins, it's a win for Apple and its shareholders.