Analyst Min Chi Kuo predicts that the number of units shipped in 2025 will exceed the number of units shipped annually for the iPhone SE model, which is rumored to be announced on February 19, 2025 local time. Posted on X.
The iPhone SE 4 is expected to be the first device to be equipped with a 5G model developed in-house by Apple.
Predicted to be more popular than previous iPhone SE models
Kuo’s iPhone SE 4 forecast for shipments to the end of the year is approximately 12 million units in the first half of 2025 (January to June), and approximately 10 million units in the second half (July to December).
According to Kuo, the number of units shipped in the past iPhone SE models in the year after the release was approximately 20 million, so even if it was announced on February 19th, the iPhone SE will be sold for about two months shorter. The number of units shipped within the year of 4 will exceed that.
Is the estimated number of units shipped for the year after the release of the iPhone SE 4 24 million?
The estimated number of units to be shipped in the first half of 2025 (January to June) is approximately 12 million, indicating that demand is expected to be high immediately after release, and the second half (July to December) is reduced to approximately 10 million units. This will likely be affected by the release of the iPhone 17 series.
For example, if we assume that the number of units shipped in November and December 2025 will decrease to 1 million units and this will result in stable demand, the estimated number of units shipped in January and February 2026 will be 2 million units in total. The number of units shipped within the year after the release of the iPhone SE 4 could reach approximately 24 million units.
If the number of units shipped in the past iPhone SE models is approximately 20 million units in the year after the release of the release, it will increase by 20%, which means it is a popular model.
Promotes the spread of Apple Intelligence, and supports Japanese with iOS 18.4
The iPhone SE 4 is expected to become the cheapest iPhone compatible with Apple Intelligence, and Kuo believes that an increase in shipping will promote the spread of Apple Intelligence.
iOS 18.4, which is expected to be released in April, will enable support for Japanese Apple Intelligence, so Japan will have a positive effect on the increase in the number of iPhone SE 4 shipments than English-speaking countries and regions.
First installed in-house developed 5G modem, changed from Qualcomm
Kuo points out that the iPhone SE 4 will be equipped with an Apple-developed 5G modem, which will reduce the number of orders received from Qualcomm, which supplies 5G modems to the iPhone SE (3rd generation) and iPhone 14.
Therefore, Qualcomm has investigated whether Apple’s own 5G modem has infringed its patents, and in some cases point out that it could raise the licensing fees.
It is rumored that Apple will also be using Apple’s own 5G modem to install its own iPhone 17 Air, but it is rumored that it will not support 5G millimeter waves, so in that case it will be installed on models for countries and regions outside the US. It’s there.
Source: Ming-Chi Kuo (@mingchikuo)/X
Photo:Private Talky (@privatetalky)/X
Source: iPhone Mania
