iPhone SE 4 may be what Apple needs to make Apple Intelligence a hit

Posted:
in iPhone

Investment bank Morgan Stanley says Apple is not cutting orders for the iPhone 16 range -- and that it will be the iPhone SE 4 that makes Apple Intelligence take off.

iPhone 14 with colorful app icons and weather widget on wooden surface, surrounded by autumn leaves.
An iPhone 14, which the next generation of iPhone SE is said to be based on.



Morgan Stanley has previously told investors that the sales of the iPhone 16 have been lower than expected. Now, though, while iPhone 16 lead times are still shorter than at this time for the iPhone 15 range, the iPhone 16 Pro and iPhone 16 Pro Max appear to be selling better.

This is chiefly based on the lead times quoted by Apple, and Apple does not release any details about the numbers of iPhones either sold or produced. In a note to investors seen by AppleInsider, though, Morgan Stanley says it believes that better supply conditions are contributing to the shorter lead times.

Line graph showing new iPhone model lead times post-launch in days, featuring various models and colors, with peaks and trends over time labeled for specific models.
iPhone lead-time delays (Source: Morgan Stanley)



Its own supply chain checks show no change in the orders for iPhone 16 models. However, the expected iPhone SE 4 is "increasingly showing signs of being a volume play for 2025."

In other words, Morgan Stanley expects the iPhone SE 4 to be released in March 2025, and to benefit from supporting Apple Intelligence. This will make the new iPhone, say the analysts, "a more compelling offer than most legacy iPhone models that don't have Apple Intelligence support and/or sell for a higher price."

Morgan Stanley believes that the iPhone SE 4 will be how Apple sells to what the analysts describe as the low-end smartphone market. The analysts had previously predicted Apple to make and sell 15 million of the iPhone SE 4, but it is now forecasting between 15 million and 20 million.

This depends on the iPhone SE 4 supporting Apple Intelligence. But Morgan Stanley believes that it will, which backs up recent rumors about the device.



Read on AppleInsider

Comments

  • Reply 1 of 8
    danoxdanox Posts: 3,368member
    The more expensive iPhones 16 Pro and 16 Pro Max are selling better than the cheaper iPhones for the third year in a row, The cheaper iPhones won’t be leading the drive to Apple Intelligence. It will be the more expensive iPhones in short the best selling phones….

    https://www.techradar.com/phones/iphone/iphone-15-sales-figures-show-the-pro-models-have-become-the-default

    https://itwire.com/your-it-news/mobility/iphone-15-pro-max-tops-sales-charts-in-1q24.html
    edited October 15
  • Reply 2 of 8
    I hope it'll be small enough to replace my 12 mini. It's a shame iPhones have become the size of small tablets. I don't want that huge screen, I got a Mac and an iPad for that.
    edited October 15 Fred257MisterKitmattinozjbirdiikun
  • Reply 3 of 8
    22july201322july2013 Posts: 3,726member
    Whenever I buy anything, I make an effort to avoid something that's made in any dictatorship, and I try to buy a version of that product that's made in a democracy. Usually I have to pay a little more for that, but I get the advantage of knowing that I'm supporting the environment, human rights, world peace and democracies themselves. Every time I saw an iPhone SE I noticed it was labelled "Assembled in India" which is a democracy. So I'm quite inclined to buy an iPhone SE next. In which country will the iPhone SE 4 be assembled?
  • Reply 4 of 8
    Whenever I buy anything, I make an effort to avoid something that's made in any dictatorship, and I try to buy a version of that product that's made in a democracy. Usually I have to pay a little more for that, but I get the advantage of knowing that I'm supporting the environment, human rights, world peace and democracies themselves. Every time I saw an iPhone SE I noticed it was labelled "Assembled in India" which is a democracy. So I'm quite inclined to buy an iPhone SE next. In which country will the iPhone SE 4 be assembled?
    Umm… assembled in India but made in Taiwan and China typically. Anyways I am pretty sure since the mini uses A17 Pro they will do the same for the SE4
  • Reply 5 of 8
    Apple doesn't need an iPhone SE to make Apple Intelligence a hit - it needs Apple Intelligence to have a killer feature!  But so far, it's been utterly disappointing in this regard.  Sure,  summaries of your notifications or emails are useful and so is the object removal in Photos and the writing aids.  But none of these things would be reason for someone to either buy a new iPhone or even upgrade from their current one.   The only thing that I can think of that would move the needle is a much improved Siri.  If she could finally get closer to being the assistant we were promised a dozen years ago, THAT would really help the most people - and, thus, lead to more iPhone sales.  Alas, I'm on the 7th beta of iOS and Siri - while mildly improved (it can now answer some basic questions in the context of a previous one) - still haven't gotten much better.  There are just so many areas where it's so utterly retarded.  Case in point from just yesterday: I was driving and asked, Siri, through CarPlay, to "Play the album 'It's OK to not be ok" - and it played the last album I listened to before :-(  I don't have an accent and spoke very clearly - yet Siri didn't have a clue.  I even repeated the command.  Still the wrong response.  That album is in my music library and bought within the last year!  I ended up manually selecting it.

    My point is that Siri is still more frustrating than helpful on most occasion.  The slight improvements I've seen since iOS 18.1 betas have certainly not been ground shaking.
    edited October 15 williamlondon
  • Reply 6 of 8
    danoxdanox Posts: 3,368member
    twolf2919 said:
    Apple doesn't need an iPhone SE to make Apple Intelligence a hit - it needs Apple Intelligence to have a killer feature!  But so far, it's been utterly disappointing in this regard.  Sure,  summaries of your notifications or emails are useful and so is the object removal in Photos and the writing aids.  But none of these things would be reason for someone to either buy a new iPhone or even upgrade from their current one.   The only thing that I can think of that would move the needle is a much improved Siri.  If she could finally get closer to being the assistant we were promised a dozen years ago, THAT would really help the most people - and, thus, lead to more iPhone sales.  Alas, I'm on the 7th beta of iOS and Siri - while mildly improved (it can now answer some basic questions in the context of a previous one) - still haven't gotten much better.  There are just so many areas where it's so utterly retarded.  Case in point from just yesterday: I was driving and asked, Siri, through CarPlay, to "Play the album 'It's OK to not be ok" - and it played the last album I listened to before :-(  I don't have an accent and spoke very clearly - yet Siri didn't have a clue.  I even repeated the command.  Still the wrong response.  That album is in my music library and bought within the last year!  I ended up manually selecting it.

    My point is that Siri is still more frustrating than helpful on most occasion.  The slight improvements I've seen since iOS 18.1 betas have certainly not been ground shaking.

    Apple Intelligence isn’t gonna bring Robbie the robot to life which is what most people want a fantasy a movie companion AI, and if you look closely at the competition, Google and Microsoft aren’t gonna make that happen either phoning home to the server array isn’t gonna make that happen. Apple will sell more or I should say, sell well based upon the total package of hardware, software and thru timely boring/unglamorous iteration, which will lead the tech and financial analysts will cry as usual.
    edited October 15 mike1williamlondon
  • Reply 7 of 8
    danox said:
    twolf2919 said:
    Apple doesn't need an iPhone SE to make Apple Intelligence a hit - it needs Apple Intelligence to have a killer feature!  But so far, it's been utterly disappointing in this regard.  Sure,  summaries of your notifications or emails are useful and so is the object removal in Photos and the writing aids.  But none of these things would be reason for someone to either buy a new iPhone or even upgrade from their current one.   The only thing that I can think of that would move the needle is a much improved Siri.  If she could finally get closer to being the assistant we were promised a dozen years ago, THAT would really help the most people - and, thus, lead to more iPhone sales.  Alas, I'm on the 7th beta of iOS and Siri - while mildly improved (it can now answer some basic questions in the context of a previous one) - still haven't gotten much better.  There are just so many areas where it's so utterly retarded.  Case in point from just yesterday: I was driving and asked, Siri, through CarPlay, to "Play the album 'It's OK to not be ok" - and it played the last album I listened to before :-(  I don't have an accent and spoke very clearly - yet Siri didn't have a clue.  I even repeated the command.  Still the wrong response.  That album is in my music library and bought within the last year!  I ended up manually selecting it.

    My point is that Siri is still more frustrating than helpful on most occasion.  The slight improvements I've seen since iOS 18.1 betas have certainly not been ground shaking.

    Apple Intelligence isn’t gonna bring Robbie the robot to life which is what most people want a fantasy a movie companion AI, and if you look closely at the competition, Google and Microsoft aren’t gonna make that happen either phoning home to the server array isn’t gonna make that happen. Apple will sell more or I should say, sell well based upon the total package of hardware, software and thru timely boring/unglamorous iteration, which will lead the tech and financial analysts will cry as usual.
    I think that's a straw man argument - nobody, certainly not me, is looking for Robbie the robot.  What people are looking for is more akin to the voice in 'Her" - i.e. an assistant with whom one can interact conversationally.  And isn't  that what the word "assistant" - which Apple has been using to describe Siri for  the last 14 years - kind of implies anyway?  In the last 14 years, the only assisting Siri has been doing for me is letting me set timers, turn on/off various devices in my HomeKit enabled house, make phone calls and navigate handsfree.  Asking her general knowledge questions is iffy - she usually refers me to some da*# Wiki page that I can't read because I'm driving or tell me that she needs a network connection for what I'm asking...or play music I didn't ask for.
  • Reply 8 of 8
    abujazar said:
    I hope it'll be small enough to replace my 12 mini. It's a shame iPhones have become the size of small tablets. I don't want that huge screen, I got a Mac and an iPad for that.
    Yes, I agree. I’m still using my 12 mini and will switch to a Moto Razr if  some things don’t change with Apple soon 
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