Last Updated on: 17th February 2024, 02:59 pm
Nearly two years have passed since the launch of Apple‘s last budget-friendly iPhone SE, and while these releases typically follow a biennial cycle, it appears that the forthcoming iteration might deviate from this pattern.
Upgrade in Display Technology
Reports from Korean news outlets suggest that the next iPhone SE model could debut in 2025, likely coinciding with the release of the iPhone 17 series. Notably, this new SE model is anticipated to feature a substantial enhancement: an OLED panel borrowed from the iPhone 14 lineup.
This transition represents a significant leap from the previously utilized LCD panels. OLED displays promise superior color reproduction, enhanced contrast, and deeper blacks, thereby enriching the visual experience for users.
Competition Among Display Suppliers
According to recent insights, fierce competition is unfolding among three major display manufacturers, all vying for Apple’s coveted contract to supply displays for the upcoming iPhone SE.
Samsung has reportedly submitted the most competitive bid at $30 per panel, undercutting BOE’s offer of $35 and Tianma’s proposal of $40. However, negotiations are ongoing, with Apple presenting a counteroffer of $20 per panel, indicating that final arrangements are yet to be settled.
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The display specifications anticipated for the iPhone SE align closely with those of the iPhone 14 and the preceding iPhone 13 models. This suggests that the new iPhone SE could boast a 6.1-inch OLED display with a resolution of 1170 x 2532 and a peak brightness of 1,200 nits.
While the inclusion of Ceramic Shield glass remains uncertain, it’s worth noting that this feature could potentially be omitted to manage costs effectively.
Samsung and BOE Lead the Race, While Tianma Trails Behind
Samsung and BOE currently boast commendable production yields for OLED panels, placing them ahead of Tianma in the competitive landscape. Reports indicate that Tianma’s technological capabilities are not as advanced as those of its counterparts, potentially impeding its ability to meet Apple’s stringent requirements.
Samsung’s aggressive pricing strategy, marked by its lowest bid for the iPhone SE’s display panels, may stem from its existing infrastructure tailored for the iPhone 14’s production. Leveraging pre-existing manufacturing tools or surplus panel inventory could enable Samsung to maintain a competitive edge.
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Furthermore, Samsung’s strategic decision to propose a lower price point for the SE model could be aimed at outmaneuvering BOE and securing a larger share of Apple’s display supply chain. By doing so, Samsung positions itself to reap greater profits from supplying panels for the forthcoming iPhone 15 and 16 series.
Conversely, BOE is determined to maximize its order intake, particularly following setbacks in expanding its OLED panel manufacturing capabilities. Challenges encountered during panel production for the iPhone 15 inadvertently bolstered Samsung Display’s position, further motivating BOE to intensify its efforts to secure future contracts.
