The panel suppliers for iPhone SE4 may all source from China panel manufacturers, including BOE and a new entrant selected by Apple.

August 25, 2023

Key Takeaways:

  • Ｗe checked that Apple has sent RFQs to panel suppliers such as BOE, Tianma, and Visionox for the next iPhone SE generation.
  • BOE has been chosen by Apple as the primary supplier for iPhone SE4, with Tianma or Visionox being considered as a secondary source at a targeted price of $35-36.
  • The iPhone SE4 is expected to be revealed in spring Y2025, with Apple set to finalize the panel source decision in 4Q23.

 

Full insights are delivered in Aug 18th weekly report.

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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.

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  • Panel
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  • iPhone SE