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20 Million iPhone SE2 At Around $400 with The Consistent Quality Could Be Delivered Next Year

20 Million iPhone SE2 At Around $400 with The Consistent Quality Could Be Delivered Next Year

It is reported that the design of the iPhone SE2 is very similar to most of the hardware specifications of the iPhone 8, while the processor is upgraded to the A13 processor, with 3GB built-in memory. 

There are two choices of storage space, including 64GB and 128GB, available in deep gray, white, and red. Yet the 3D Touch module is removed.


On November 6th, Tianfeng International analyst Guo Mingqi once again published a report saying that Apple will release iPhone SE2 in early 2020, and the delivery quantity will reach at least 20 million units next year, and even 30 million units if being optimistic.

The report pointed out that although the iPhone SE2 is a little cheaper (from $399, about RMB 2,800), Apple has no cost reduction in the choice of mainboards, and it will maintain the same mainboard design as the iPhone 11. 

Avary Holdings, Zhen Ding Tech., etc. will be the main suppliers of its main board (SLP).


It is reported that the iPhone SE2 will use SLP with a 10-layer board and a line width of 25–30μm. The supplier is Avary Holdings/Zhen Ding (shipping proportion is 35–40%) and AT&S (shipping proportion is 30–35%) and Unimicron (shipping proportion is 25–30%). 

It is expected that Avary Holdings/Zhen Ding, AT&S and Unimicron will benefit from the SLP order of iPhone SE2 in the off-season 1H20.

Before this, Guo Mingqi pointed out that Apple will redesign the mainboard for three new iPhones releasing in September next year, in which the mainboard area will increase by 10-15%, however, the unit price of the main board (SLP) will be 30-35% higher than that of the iPhone 11 series. 

The main supplier of SLP (mainboard) is Avary/Zhen Ding and AT&S, while CCL (upstream material) exclusive supplier---Elite Material is the biggest beneficiary, and Win Semiconductors together with Broadcom are the biggest iPhone PA winners.

According to Guo Mingqi's previous statement, the upstream industry chain prepares about 2–4 million units of capacity for the iPhone SE2 every month, price starting at $399. iPhone SE2 has become the first choice for iPhone 6, 6S series users, mainly in these three aspects: 

1. accustomed to the iOS system; 

2. limited budget;

3. the demand for new features (such as Face ID, multi-camera) is not strong.


It is reported that the design of the iPhone SE2 is very similar to most of the hardware specifications of the iPhone 8. 

Still, the processor is upgraded to the A13 processor, with 3GB built-in memory. There are two choices of storage spaces of 64GB and 128GB, available in deep gray, white, and red. Yet the 3D Touch module is removed.

For the upcoming iPhone SE2, it is expected to be the best upgrade option for the iPhone 6 and 6S series users - a total of approximately 190-200 million. 

If the iPhone 6/6S series users upgrade to the iPhone SE2 with the more powerful A13, it is beneficial for Apple to promote the content and services to these people.


It is worth mentioning that the news from the previous industry chain also shows that due to the addition of 5G baseband, the new iPhone will redesign the mainboard (need to ensure better heat dissipation), and the latest smartphone will have new changes in appearance. 

That would lead to an increase in the cost of the 5G version of the iPhone. Therefore Apple will increase the price of the new machine in expectation. That is, the average price of the 5G iPhone will be at least 150 dollars (about 1,000 yuan) higher than the current price.

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