Morgan Stanley expects iPhone SE4 shipments to reach 15-20 million units, fueled by AppleIntelligence

Morgan Stanley expects iPhone SE4 shipments to reach 15-20 million units, fueled by AppleIntelligenceAccording to technology media outlet AppleInsider, US investment bank Morgan Stanley has released a new investment note, forecasting iPhone SE4 shipments to be between 15 and 20 million units, driven by AppleIntelligence. Previously, Morgan Stanley had anticipated Apple to produce and sell 15 million iPhone SE4 units, but the prediction range has now been widened

Morgan Stanley expects iPhone SE4 shipments to reach 15-20 million units, fueled by AppleIntelligence

According to technology media outlet AppleInsider, US investment bank Morgan Stanley has released a new investment note, forecasting iPhone SE4 shipments to be between 15 and 20 million units, driven by AppleIntelligence. Previously, Morgan Stanley had anticipated Apple to produce and sell 15 million iPhone SE4 units, but the prediction range has now been widened.

Morgan Stanley analysts believe the iPhone SE4 will support AppleIntelligence, making it "more attractive than most older iPhones that don't support AppleIntelligence or have higher prices." AppleIntelligence is a new feature under development by Apple, aimed at enhancing the iPhone user experience, with details not yet revealed.

Morgan Stanley notes that sales of the iPhone 16 series have been below expectations, yet Apple hasn't reduced orders for the series. Delivery cycles for the iPhone 16 series are shorter overall compared to the iPhone 15 series, but sales of the iPhone 16 Pro and iPhone 16 Pro Max are performing well.

Through supply chain investigations, Morgan Stanley has found that while iPhone 16 series orders remain unchanged, signs indicate that iPhone SE4 pre-orders are in progress. The firm forecasts Apple to release the iPhone SE4 in March 2025.

The potential high shipment volume of the iPhone SE4 could be linked to Apple's attempt to expand its smartphone market share. Currently, Apple's market share is concentrated in the high-end smartphone market, while the iPhone SE4 is aimed at attracting price-sensitive users.

The inclusion of AppleIntelligence, along with potentially more attractive pricing, makes the iPhone SE4 more competitive in the market. Morgan Stanley's prediction suggests that Apple may be confident in the iPhone SE4's market performance and hopes to further solidify its market position through this product.

It's important to note that Morgan Stanley's predictions are based on current market conditions and supply chain information. The final shipment volume will depend on market demand and consumer response.