iPhone SE4 Sales Forecast: 12 Million Units in H1 2024, 10 Million in H2; Apple's Self-Developed Chip Takes Center Stage

iPhone SE4 Sales Forecast: 12 Million Units in H1 2024, 10 Million in H2; Apple's Self-Developed Chip Takes Center StageRenowned Apple analyst Ming-Chi Kuo recently predicted that Apple's new iPhone SE4 will ship approximately 12 million units in the first half of 2024 and 10 million units in the second half. This forecast implies a total shipment of 22 million units for the year, slightly lower than the average annual shipment of previous SE models (nearly 20 million units)

iPhone SE4 Sales Forecast: 12 Million Units in H1 2024, 10 Million in H2; Apple's Self-Developed Chip Takes Center Stage

Renowned Apple analyst Ming-Chi Kuo recently predicted that Apple's new iPhone SE4 will ship approximately 12 million units in the first half of 2024 and 10 million units in the second half. This forecast implies a total shipment of 22 million units for the year, slightly lower than the average annual shipment of previous SE models (nearly 20 million units). Despite this, Kuo believes the iPhone SE4's sales performance will still exceed expectations and positively impact Apple's overall performance.

According to Kuo's report, the iPhone SE4's sales will effectively alleviate Apple's performance pressure during traditional sales slowdowns. The smartphone market typically experiences sales dips at certain times of the year, and the launch of the iPhone SE4 will fill this market gap, providing Apple with stable sales and revenue. More importantly, the iPhone SE4 is expected to further increase Apple's smartphone market penetration. Positioned in the entry-level market, its relatively affordable price and stable performance will attract more price-sensitive consumers, expanding Apple's potential user base. This is significant for Apple's long-term development strategy.

Significantly, the iPhone SE4 will be the first to feature Apple's self-developed modem chip. This marks a crucial step for Apple in the chip sector, further strengthening its control over the mobile device supply chain and reducing its reliance on third-party suppliers. This move has also garnered widespread industry attention and has far-reaching implications for the related supply chain.

Kuo's report also indicates that Qualcomm will investigate Apple's self-developed modem chip used in the iPhone SE4 for patent infringement. Since the iPhone SE4's launch means Qualcomm will lose some modem orders, Qualcomm is expected to seek to recover these losses through patent licensing fees. This suggests potential patent licensing negotiations between Apple and Qualcomm, with the outcome impacting their future cooperation and the industry landscape. This also highlights the profound impact of Apple's self-developed chips on the competitive landscape.

In summary, the market performance of the iPhone SE4 and its integration of Apple's self-developed modem chip will be major highlights in the 2024 mobile phone industry. Kuo's forecast provides valuable insights for the industry, and subsequent market performance will further validate the accuracy of his prediction. Apple's continued investment and innovation in chip technology will also continue to drive transformation throughout the mobile device supply chain. The success or failure of the iPhone SE4 will not only affect Apple's own performance but will also influence the competitive landscape of the entire smartphone market. Future market developments warrant continued observation.