Updates on the iPhone SE4’s Production Volumes and Potential In-house IC Adoption.
August 16, 2024
Key Takeaways:
- The iPhone SE4 is expected to launch in 1Q25, with mass production likely beginning in November Y2024.
- Apple’s in-house 5G modem may be featured in the iPhone SE4 and TSMC is anticipated to allocate 4nm production capacity for Apple.
- Our checks indicate that Foxconn may exclusively lead the NPI (New Product Introduction) and serve as the sole supplier for the iPhone SE4, with anticipated production volumes of approximately 20~25M units for Y2025.
Full insights are delivered in Aug 9th weekly report.
The information we shared is only a short excerpt of our monthly report. If you have further interest in our research and findings, we would be happy to provide you with a more detailed and comprehensive report that includes additional insights and data points. Please contact us to access our full insights.
Authors
Eddie Han
Eddie Han, Sr. Analyst/Research Director at Isaiah Research, has been studying smartphone industry for 10+ years. Focus on smartphone and the related components supply chain research. Master in Social Enterprise, Fu Jen Catholic University, Taiwan. Currently as the Sr. Analyst/Research Manager of Smartphone Team at Isaiah Research and lead 3+ members to work on supply chain analysis from smartphone(Apple/Android), 5G, RF, camera, display to XR research with a solid methodology. Business development and customer management include top-tier smarphone brands and components vendors. Used to work as Sr. Industry Analyst/Section Manager for 10+ years at Market Intelligence and Consulting (MIC). Conduct 150+ smartphone industry reports on OEM/EMS/ODM shipment tracker, application processor, radio frequency, display and 5G communication related research.
You may also be interested in
- The panel suppliers for iPhone SE4 may all source from China panel manufacturers, including BOE and a new entrant selected by Apple.
- TSMC 3nm wafer demand remains strong in Y2024 with Apple’s continued strength.
- Apple’s A17 in iPhone 15 Pro series may utilize N3B due to scheduling issues
- Bitmain may emerge as the one of the biggest clients at TSMC 4/5nm in the short term.
- The Supply Shares of LGD and BOE in the iPhone 16 Series in Y2024 Have Increased Compared to Y2023.
