What They Say
DSCC’s Ross Young has tweeted that the next iPhone SE model, in 2022, is likely to be called the SE+ 5G and feature a 4.7″ LCD display and there would be a 5.7″ SE 4th generation that could be based on an OLED from BOE if the price is right.
The thread is here.
What We Think
Moving OLED down to the SE would expand the volume a fair bit. Canalys has reported its initial estimates for the Q4 smartphone market and puts Apple top at 22%, with strong demand for the iPhone 13. Overall market growth was just 1% because of supply chain issues. (BR)
This is a render of an expected SE with a 5.7″ display
