The iPhone SE as sold by KGI Securities
The headline from this note comes up to the camera, now deemed to be 12 megapixels strong like its current-generation “s” compatriots and as opposed to the 8 megapixels that was bandied about.
The iPhone SE will likely stick to the A9 processor as talked about, but also have Apple Pay, gently arcing 2.5D glass, 802.11ac Wi-Fi, Bluetooth 4.2, Live Photos and a 1,642mAh battery. There will be 16GB and 64GB models, both costing anywhere within the $400 level.
One of the more incredulous things to supposedly happen, if we can say, is that Apple will continue maintaining stock of the iPhone 5s and will start selling them at possibly half the current price of $450.
All this is expected to burst demand of four-inch iPhones by 131 percent year-over-year with 37 million shipments for this year. Kuo expects that the iPhone 5s price dynamic he’s expecting will negatively affect demand of the iPhone SE. KGI cut its forecasts for that model down from approximately 19 million shipments to 12 million.
It’s that sort of disappointment that has Apple’s parts manufacturers bracing for continued reductions in orders.