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.
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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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