Apple updates its cheapest smartphones every two years, and since the iPhone SE was released in 2022, the next release was scheduled for 2024. Today, with a report from a reputable analyst at Apple Ming-Chi Kuo, the SE experiment seems to be over. .
According to Kuo, Apple has notified its supply chain partners that its plans to produce and ship the 2024 iPhone SE have been canceled rather than simply postponed. Strangely enough, this decision is often rumored in rumors, affecting Apple’s in-house baseband his chip.
Probably the last iPhone SE – 2022 model
The baseband chip was originally slated to be adopted by the upcoming iPhone SE. Apple wanted to use the device as a kind of guinea pig. If it doesn’t work, at least do it with the cheapest smartphone they sell. Not one of the more profitable models. If all goes well, the chip could end up in his iPhone 16 series in late 2024.
But the cancellation of the 2024 iPhone SE has left concerns about whether Apple’s own baseband chip will be on par with Qualcomm’s offerings. The possibility of supplying baseband chips has increased significantly. This goes against the previous “market consensus” that Qualcomm will start losing iPhone orders in 2024.
With this development, Qualcomm will continue to supply Apple until at least 2025. Therefore, it is expected to continue to dominate the global high-end mobile baseband chip market this year and next year, delivering significantly higher profit margins than its (few) competitors.
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