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Apple Not Expected to Launch Upgraded iPhone SE in 2Q17

Apple Not Expected to Launch Upgraded iPhone SE in 2Q17

Posted November 5, 2016 at 7:51am by iClarified · 14281 views
Apple is not expected to launch an upgraded iPhone SE in 2Q17, according to KGI Securities analyst Ming-Chi Kuo. The analyst also expects sales to drop for the second consecutive year.

Slowing sales are being attributed to weak demand in China, slow shipment volume of 4.7” iPhones in 1Q17, and the lack of a new iPhone SE in 2Q17.

1. We are conservative about the sell-through of the 4.7” iPhone and Apple’s market share in China. As such, we estimate 1Q17 iPhone shipment volume of 40-50mn units, lower than the 51.2mn units in 1Q16.
2. Shipment volume in 2Q16 came in higher than expected thanks to upbeat demand for the iPhone SE. However, in order to keep gross margin at a high level and to avoid cannibalization of high-end models, we do not expect Apple to launch an upgraded iPhone SE in 2Q17. Without contribution from a new model, we forecast total iPhone shipment volume will reach 35-40mn units and fall YoY in 2Q17, lower than the 40.4mn units in 2Q16.

Apple will reportedly put the squeeze on suppliers to maintain margins.

1. For those with weak bargaining power, such as FPCB and panel-related makers, the price cut is inevitable given fierce competition due to numerous suppliers and generally low capacity utilization in 1H17. We note that most iPhone suppliers fall into this category.
2. However, a select few suppliers that have stronger bargaining power with Apple may even be able to raise prices. Take Samsung (KR) for example, the company is the main supplier of 3GB DRAM and 3D NAND flash. As DRAM and NAND flash will likely remain in short supply in 1Q17F, we believe Samsung is unlikely to surrender to the pressure, and may even raise its product prices.
3. TSMC (2330 TT, NT$184.5, N) is one of very few suppliers that won’t be affected by Apple’s pricing pressure as its production capacity was pre-booked. It would be very costly if Apple was to switch to a new supplier.

Let us know if you were waiting for a new 4-inch iPhone. Do you think Apple should update the iPhone SE?

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Apple Not Expected to Launch Upgraded iPhone SE in 2Q17
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paulMOGG - November 6, 2016 at 10:03pm
I love my SE IPHONE all we need next year is software updates then a really meaning full new Iphone SE updated model in late 2017 /2018
Anyhow - November 6, 2016 at 8:55pm
Apple not expected to do anything sensible anytime soon anyway...
AppleRealist - November 6, 2016 at 6:38pm
I'm not buying a new iPhone until I can get a small phone (5/SE sized) phone w/ 128 GB. I'm holding on to my 4s until It dies or I can buy that SE. I just flat don't want a huge phone, so my next phone may *have* to be Android...
Trump Supporter
Trump Supporter - November 6, 2016 at 4:09pm
Trump will approve of upgraded SE. Vote Trump !!!
paulMOGG - November 6, 2016 at 9:57pm
trump support Ee :- Don't be silly this comment has no relevance your on the wrong site !
:D - November 6, 2016 at 3:40pm
The 4.7 once iPhone is a perfectly good size. Seriously guys
:D - November 6, 2016 at 3:40pm
Sd - November 6, 2016 at 11:38am
Please keep the headphone jack intact.
Mohammadsti - November 5, 2016 at 10:46pm
Yes they should upgrade iPhone SE am a fan of 4" size
Lee - November 5, 2016 at 9:55pm
I'm still sure Apple will produce an updated 4" iPhone as there is obviously a market for it.
Rich - November 5, 2016 at 7:54pm
When is 2Q17?? 2nd quarter 2017??
joshWUa - November 5, 2016 at 8:43pm
The year has 12 months so do the math in quarters.
Chip - November 5, 2016 at 5:38pm
Good no need to anyway.
Skip - November 5, 2016 at 11:45pm
No, I need! I will never give up my 4" iPhone even for s slight increase of screen size. It's all I need. Any bigger than this, I go for iPad or Macs for that.
Chip - November 6, 2016 at 6:24pm
It's over man that 4" screen is going to die out soon bigger screens are the new trend. Like Facebook and Instagram the people will ditch the 4" for the bigger. Better buy up the SE now then.
JB - November 5, 2016 at 1:51pm
I was so hopping for 16se
M!Do Space
M!Do Space - November 5, 2016 at 8:18am
joshWUa - November 5, 2016 at 8:08am
Ehh who cares, I made the 5SE look like the iPhone 6SE or 7SE changing its housing and yes it has a headphone jack and it's really slick. So basically my 5SE looks like the 7 because I have the jet black housing in it. Not so hard to mod you phone.
Lee - November 5, 2016 at 9:56pm
Where do you get the new style housing ??
Chip - November 6, 2016 at 6:26pm
Thatsjuat nonsense your 5S have no appetite pay and no 12mp camera. Totally useless unless you can live without all of that. I got the apple watch for that but the bigger screen just rocks.
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