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

Thanks to CTOnews.com netizens Daniel Wu in South China, Brother Black fly's left hand and WaterHome's clue delivery! CTOnews.com February 28, Tianfeng Securities analyst Guo Mingyi said in the latest series of tweets that Apple's upcoming iPhone SE 4 will have a shape similar to the standard iPhone 14 model and will have a 6.1in OLED screen.

The biggest highlight of the machine will be equipped with Apple's customized 5G communication module, which supports 5G communication in the Sub-6GHz band. IPhone SE 3 has added support for 5G networks, but uses the Snapdragon X57 chip customized with Qualcomm.

The tweets of Guo Mingyi attached to CTOnews.com are as follows:

Apple has recently restarted iPhone SE 4 and will use Apple's own 5G fundamental frequency chip. Qualcomm's Apple orders are certain to decline significantly in the foreseeable future.

1. My latest survey points out that Apple has restarted iPhone SE 4, with the biggest change being the OLED screen instead of the LCD screen. In terms of overall design, the SE 4 is more like a minor modification based on the 6.1 "iPhone 14."

two。 The new SE 4 is expected to use Apple's self-developed 5G baseband chip made by 4nm (similar to 5nm), and is currently expected to support only Sub-6GHz.

3. It has not been determined whether the iPhone 16 series will use Apple's self-developed 5G fundamental frequency chip, the key is whether Apple can overcome the technical challenge of millimeter wave and satellite communications.

However, once the SE 4 starts using Apple's own 5G fundamental chips, Qualcomm's Apple orders are certain to decline significantly in the foreseeable future.

4. If the mass production of SE 4 goes well in 1H24, iPad and Apple Watch, which have lower technical barriers, will soon abandon Qualcomm's baseband chips. Apple's hardware gross profit margin will benefit from switching to self-developed 5G fundamental frequency chips, while Qualcomm's Apple career will decline significantly in the next 2-3 years.

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