Shulou(Shulou.com)11/24 Report--

CTOnews.com January 7, Guo Mingyi analysts said in the latest Medium blog post that Apple has cancelled plans to launch the fourth-generation iPhone SE in 2024. In December last year, Mr. Guo said that Apple had cancelled or delayed the release of iPhone SE 4, but now he thinks Apple has explicitly cancelled its plans for the release of the phone.

Guo said in a blog post that Apple had planned to introduce its first 5G chip module on iPhone SE 4, but the plan was shelved by Apple. Mr. Guo believes that Apple's iPhone 16 series launched in 2024 will continue to rely on Qualcomm's 5G new products.

CTOnews.com learned that Mr. Guo said Apple plans to test the 5G chip in the iPhone SE and then extend it to the iPhone 16 model to ensure a smooth transition. Wrote in the blog post:

Qualcomm was the biggest winner of Apple's cancellation of 2024 iPhone SE 4. It is expected that Qualcomm is still the exclusive supplier of 2H24's new iPhone 16 series fundamental frequency chips (vs. The market consensus is that Qualcomm will lose orders for iPhone baseband chips from 2024.

1. According to instructions received by the supply chain from Apple, Apple will cancel production and shipping plans for 2024 iPhone SE 4 instead of delays.

two。 Because of the concern that the performance of its own baseband chip may not be as good as that of Qualcomm, Apple originally planned to launch its own baseband chip in 2024 and let the low-level iPhone SE 4 adopt it first, and decided whether to let iPhone 16 use its own baseband chip depending on the development of iPhone SE 4. However, with the cancellation of iPhone SE 4, the chances that Qualcomm will remain the exclusive supplier of the new 2H24 iPhone 16 series fundamental chips have increased significantly, exceeding market expectations that Qualcomm will lose iPhone orders from 2024.

3. Qualcomm will continue to dominate the global high-end mobile phone RF chip market at least in 2023 and 2024, and its profits will be significantly better than those of its competitors. Due to the strong competitive advantage of the product portfolio, it is expected to reduce the negative impact of the recession on the company and return to strong growth first when the economy recovers.

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