Morgan Stanley analysts believe Apple could launch the iPhone SE 4 next March. They also believe SE 4’s price point will give Apple Intelligence a big boost.
read more
It looks like the surefire hit with Apple’s AI, Apple Intelligence, will be the low-cost enthusiast iPhone SE 4 instead of the iPhone 16 Pro and Pro Max devices. At least some analysts at Morgan Stanley seem to think so.
The iPhone SE 4 could finally be the device that brings Apple Intelligence to life, according to a new report from the investment bank. However, Apple and its fans will have to wait until at least 2025 before popping the champagne.
iPhone 16 series is performing better than expected
Morgan Stanley previously suggested iPhone 16 sales were lower than expected, but its latest insights are more optimistic.
The iPhone 16 Pro and Pro Max appear to be performing better than initially expected, despite shorter lead times compared to last year’s iPhone 15 models. The bank suggested this could be due to improving supply conditions, meaning there was no need to panic about production numbers just yet.
As usual, Apple hasn’t released exact numbers on how many iPhones it will sell or produce, leaving everyone to guess. Morgan Stanley’s analysis notes that supply chain checks have shown no significant changes in iPhone 16 orders, indicating that things are likely going well for now.
iPhone SE 4 attracts attention
The iPhone 16 may still be making headlines, but behind the scenes it’s the iPhone SE 4 that’s starting to make headlines, even though there’s been no official announcement from Apple that such a device exists. Morgan Stanley has set its sights on SE 4 becoming a big player for Apple in 2025, with expectations that it could launch in March of the same year.
The main feature expected to set the iPhone SE 4 apart is support for Apple Intelligence, which should make it a more attractive option than older iPhone models that don’t offer this advanced technology. The SE 4 is more affordable and could attract the attention of customers who don’t want to spend a lot of money but still want access to the latest features.
Morgan Stanley analysts originally predicted that Apple would produce 15 million SE 4 units, but now, including Apple Intelligence, they expect it to be between 15 million and 20 million units.
It’s clear that Apple is positioning the SE 4 to appeal to the budget market, potentially focusing on delivering advanced technology at a more affordable price. This could be the push Apple needs to establish Apple Intelligence as a must-have feature across its devices.
