The iPhone SE is dead

The iPhone SE is dead

The iPhone SE is dead

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Apple refreshes its cheapest smartphone every two years, and since there was an iPhone SE release in 2022, the next one was slated for 2024.


According to Kuo, Apple has notified its supply chain partners that production and shipment plans for the 2024 iPhone SE have been canceled, not just delayed. Curiously, the move has repercussions that reach Apple’s oft-talked-about internal baseband chip, which continues to be “around the corner” in rumors, even though it’s safely held that position for years.

Possibly the last iPhone SE – the 2022 model

The baseband chip was supposed to be adopted by the upcoming iPhone SE first. Apple wanted to use this device as a kind of guinea pig – if things go wrong, at least they do so on the cheapest smartphone it sells, not one of the most lucrative models. If all went well, the chip might have found its way into the iPhone 16 series later in 2024.

Now, however, with the cancellation of the 2024 iPhone SE, concerns remain over whether the performance of Apple’s own baseband chip will match what Qualcomm’s offerings can muster. And because of these concerns, the chances of Qualcomm providing baseband chips for the iPhone 16 generation have increased dramatically. This would go against “market consensus” so far that Qualcomm will start losing iPhone orders in 2024.

With this development, Qualcomm would still supply Apple until at least 2025. Thus, it is expected to continue dominating the global high-end mobile baseband chip market this year and next, resulting in much higher profit margins than its (few) competitors.



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