Ming-Chi Kuo said that Apple has canceled the iPhone SE 4 production plan, and that Qualcomm is the biggest winner.
[Financial Channel/Comprehensive Report] Ming-Chi Kuo, a well-known analyst at Tianfeng International, posted on Twitter on Sunday (7th), saying that Apple has notified suppliers that it will cancel the iPhone SE 4 production plan in 2024 and Call Qualcomm (Qualcomm) the biggest winner.
Ming-Chi Kuo issued an article on the 21st of last month, saying that Apple may cancel or postpone the mass production plan of the iPhone SE 4 in 2024 due to the poor sales of mid- and low-end iPhones.
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Ming-Chi Kuo updated relevant information yesterday (7th), saying that according to the instructions received from Apple by the supply chain, Apple will cancel the production and shipment plan of the 2024 iPhone SE 4, rather than delaying it.
Guo Mingchi said that Apple’s original plan was to equip the iPhone SE 4 with a self-developed 5G modem chip, and depending on the development status of the iPhone SE 4, decide whether to use its own baseband chip for the iPhone 16.
But in the end, due to concerns that the self-developed 5G modem chip might not be as good as Qualcomm, it decided to cancel the production and shipment plan of the 2024 iPhone SE 4.
Ming-Chi Kuo said that Apple's cancellation of the iPhone SE 4 release plan will greatly increase the chances of Qualcomm continuing to be the exclusive supplier of modem chips for the iPhone 16.
Prior to this, the market expected Qualcomm to lose iPhone orders starting in 2024.
Ming-Chi Kuo analyzed that Qualcomm will continue to dominate the radio frequency (RF) chip market for high-end mobile phones in the world at least in 2023 and 2024, and its profits will be significantly better than those of its competitors. negative impact of the recession and return to strong earnings growth when the economy recovers.
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