Ming-Chi Kuo: iPhone SE 4 is currently not part of Apple’s 2024/25 new product plan

In the past few days, there has been news about the launch of the iPhone SE 4 in 2025, although Guo Minghao, an analyst at Tianfeng International Securities, once known as the Apple Master, tweeted this morning that he believes that the iPhone SE 4 does not currently belong to Apple’s 2024/25 Part of the new product planning, the actual mass production depends on the test results of the 5G baseband chip developed by Apple itself, and the mass production schedule may even be extended to 2026.

Ming-Chi Kuo said in February that the iPhone SE 4 would be an extended model of the 6.1-inch iPhone 14, but in today’s tweet he said that according to the latest survey, this extended model may be an engineering sample, only for Apple to test its own 5G base. For frequency chip technology and mass production verification, there is currently no mass production and sales plan.

He believes that the mass production schedule of Apple’s 5G baseband chip depends largely on the test results of this engineering sample machine, so the mass production schedule may not be until 2025 at the earliest. If the test is not as expected, the mass production schedule is more likely to be delayed until 2026 or later.

As for which advanced process will be used for mass production of this 5G baseband chip, it will depend on the mass production schedule. Due to the settlement agreement signed by Apple and Qualcomm in 2019, the contract can be extended for two years before the end of March 2025, so Apple may choose to renew the contract instead of rushing to push its own 5G chips.