Ming-Chi Kuo: Apple to launch small, cheap iPhone in early 2020

Earlier reports specified a 4.7-inch display and a Touch ID home button like the iPhone 8.

From MacRumors:

In a research note with TF International Securities, obtained by MacRumors, Kuo said the device will feature a similar form factor design and specifications as the iPhone 8, with a faster A13 chip and 3GB of RAM:

We forecast that Apple will launch the more affordable iPhone SE2 in 1Q20. For the most part, the form factor design and hardware spec are similar to iPhone 8’s. The most significant hardware spec upgrade will be the adoption of the A13 processor and 3GB LPDDR4X. iPhone SE2 will likely increase iPhone’s market share and benefit Apple’s promotions for service and content. We expect that the iPhone SE2 shipment will reach 30–40mn units in 2020.

My take: Kuo is late to this story. Also from MacRumors…

Kuo’s prediction lines up with multiple other sources that have claimed Apple plans to release a new lower-cost iPhone 8-esque device next year, including the Taiwanese publication Economic Daily News, Japanese publication Nikkei Asian Review, and Bloomberg‘s Mark Gurman and Debby Wu.

Those earlier reports indicated the device will sport a 4.7-inch display and a Touch IDhome button like the iPhone 8. Apple continues to sell the iPhone 8 from $449, while the iPhone SE was $349 prior to being discontinued. When new, the iPhone 8 and iPhone SE started at $399 and $699 respectively.

See also: How reliable is Ming-Chi Kuo? 

12 Comments

  1. Gregg Thurman said:

    Edge to edge 4.7″ is the same as 4.0″ with the bezel of an iPhone 5. I predicted this over a year ago. It just makes sense. iPhone 5 chassis with an edge to edge display. I’m looking for an entry price point of $549, with the same screen as the current iPhone 11.

    0
    October 3, 2019
  2. victor castroll said:

    translated this means one (more) thing:

     knows unit sales are falling off a cliff.

    0
    October 3, 2019
    • Gregg Thurman said:

       knows unit sales are falling off a cliff.

      What special knowledge do you have that contradicts all but the biggest of AAPL bears (all three of them) that makes the above statement possible?

      Looks to me that Apple is refilling a niche it discontinued with the advent of the iPhone X.

      2
      October 3, 2019
      • Aaron Belich said:

        I wouldn’t say that the niche was offed by iPhone X, simply the SE models come out every 3-4 years to replace those who’s iPhone 5 form-factor iPhone needs replacement. It’s such a small segment of the iPhone population, that it doesn’t need an annual refresher.

        Kind of like the iPod Touch that rolls around with an update every few years.

        0
        October 3, 2019
      • victor castroll said:

        i see things that other don’t see before others see it.

        you’ll see…

        0
        October 3, 2019
        • Mark Visnic said:

          “i see things that other don’t see “

          Delusions.

          0
          October 4, 2019
    • Aaron Belich said:

      Your claim doesn’t jive with the other pundits.

      0
      October 3, 2019
    • Jerry W Doyle said:

      @victor castroll: “… translated this means one (more) thing.”

      Where you see the glass half empty victor,  sees the glass half full.  needs to ramp up supply to meet demand.

      I lost count long ago of discontented Apple phone users who wanted to purchase another new smaller iPhone. These users complained to me because they know that I am invested in Apple and that I also am an  aficionado.

      These iPhone users do not want the larger handsets. Some for personal taste prefer the smaller design. Most, though, are workers in professions where the larger handsets are not accommodating with these workers’ job tasks. These individuals not only are laborers, but they also are managerial types involved in industry sectors having purview over laborers where carrying a larger handset out on the job-site or in-the-field is not practical, such as construction work, agricultural work, etc. These folk prefer a smaller handset to tuck away nicely in their jeans or khaki pockets, or in their zipped shirt pockets while going about performing job tasks. So, yes, there “is” a demand for a smaller iPhone and I believe  understands this fact and is creating a supply of smaller handsets to meet this demand.

      0
      October 3, 2019
    • Michael Thompson said:

      VicTheFutureBearCarcass,

      You are less than 4 weeks from being the permanent laughing stock on this board.

      It’ll be nice knowing you when you permanently disappear. All bear carcasses permanently disappear.

      When Apple predicts RECORD first quarter revenue, you’ll be destroyed and I’ll be laughing at your destruction.

      1
      October 3, 2019
      • Mark Visnic said:

        He’s demonstrated enough to have taken that ignominious title months ago. If he had 1/10 as much insight as he has boorishness, he might add some value.

        2
        October 4, 2019
    • Michael Thompson said:

      How’s your day going Bear Carcass Vic? Mine is going really well. Do you need my wiring instructions in order to properly deposit my dividend in 6 weeks?

      0
      October 4, 2019
  3. Robert Paul Leitao said:

    Every iPhone Apple currently offers benefits Services attachment. Buyers of new iPhones have a higher rate of services adoption than owners of legacy handsets. This is nothing new.

    I do expect Apple to release a new, lower-cost handset in the spring. I also expect Apple to use the A12 chip, not the A13 and this handset would replace the current iPhone 8 with a 4.7” display which uses the A11. It’s possible Apple will choose to keep one Touch ID handset in the market as the iPhone 8 series handsets are phased out this model year.

    There’s really nothing new here.

    1
    October 3, 2019

Leave a Reply