Apple iPhone SE 4: 2025 Shipment Forecast Exceeds 20 Million Units, Potentially the Best-Selling SE Model Ever

Apple iPhone SE 4: 2025 Shipment Forecast Exceeds 20 Million Units, Potentially the Best-Selling SE Model EverTF International Securities analyst Ming-Chi Kuo recently predicted the market performance of Apple's upcoming iPhone SE 4 on X (formerly Twitter). He projects shipments exceeding 20 million units in 2025, making it potentially the best-selling iPhone SE model in Apple's history

Apple iPhone SE 4: 2025 Shipment Forecast Exceeds 20 Million Units, Potentially the Best-Selling SE Model Ever

TF International Securities analyst Ming-Chi Kuo recently predicted the market performance of Apple's upcoming iPhone SE 4 on X (formerly Twitter). He projects shipments exceeding 20 million units in 2025, making it potentially the best-selling iPhone SE model in Apple's history. This forecast injects a significant boost of confidence into Apple's future in the smartphone market.

Kuo's prediction isn't without foundation. He breaks down the projected 2025 sales into two phases: approximately 12 million units in the first half and around 10 million units in the second half. These optimistic figures, compared to previous SE models, highlight the stronger market competitiveness of the iPhone SE 4. This not only suggests the iPhone SE 4 will effectively mitigate Apple's sales pressure during traditionally slower periods but also accelerate the adoption of Apple Intelligence. Apple Intelligence is a crucial feature within Apple's ecosystem, and its widespread adoption directly impacts the overall prosperity of Apple's ecosystem. The iPhone SE 4, as a mid-to-low-end model, can reach a broader consumer base, thereby promoting Apple Intelligence's application and expansion across a wider market.

Kuo's analysis also mentions a key factor: the iPhone SE 4 is expected to utilize Apple's self-developed 5G modem. This move represents another significant step in Apple's independent chip research and development strategy. Apple's long-term reliance on Qualcomm's modem chips is shifting towards in-house development, enhancing Apple's control over 5G technology and potentially lowering costs, thereby boosting product competitiveness. However, this move could also trigger patent litigation from Qualcomm. As a leading global supplier of modem chips, Qualcomm holds numerous patents, and Apple's self-developed modem may infringe on Qualcomm's intellectual property, potentially leading to Qualcomm seeking patent licensing fees to compensate for potential losses. This potential legal dispute presents a significant challenge to Apple's future development.

Apple CEO Tim Cook announced on February 14th that the "newest member of the family" would arrive on February 19th, strongly suggesting the highly anticipated iPhone SE 4. This announcement further confirms the market's attention to the iPhone SE 4 and adds credibility to Kuo's prediction.

In summary, the market outlook for the iPhone SE 4 appears bright. The projected shipment breakthrough reflects Apple's strong competitiveness in the mid-to-low-end market and consumers' continued recognition and trust in the Apple brand. However, the potential legal risks associated with Apple's self-developed 5G modem warrant attention. This will test Apple's ability to balance technological innovation and risk management.

It's important to note that Kuo's prediction isn't a definitive outcome; market performance is subject to various factors, including macroeconomic conditions, competitor product strategies, and actual consumer purchasing power. Nevertheless, his forecast provides a crucial reference point for the future market performance of the iPhone SE 4. His analysis, particularly focusing on the potential impact of Apple's self-developed 5G modem, offers a new perspective for the industry and provides food for thought regarding Apple's future development. If the iPhone SE 4 achieves its sales targets as Kuo predicts, it will not only solidify Apple's position in the smartphone market but also mark a milestone success for its independent chip R&D strategy.

Ultimately, time will tell. Regardless, the launch of the iPhone SE 4 will have a profound impact on the entire smartphone market. How it influences the competitive landscape and further enhances Apple's ecosystem are questions deserving continued attention and in-depth research. Its success or failure will, to some extent, reflect Apple's comprehensive capabilities in addressing market challenges and driving technological innovation. Kuo's prediction undoubtedly provides a vital benchmark for industry assessment of the iPhone SE 4's market performance. We await the unfolding market trends with anticipation.