Last month, a report from Ming-Chi Kuo speculated that the fourth-gen iPhone SE might be delayed.
A few days ago, the analyst said that the production and shipment plans for the new iPhone SE 4 have been cancelled rather than delayed.
In a Medium post, Kuo wrote that Apple initially planned to launch its first in-house 5G baseband chip in 2024 and let the new iPhone SE adopt it first.
"The cancelation of the iPhone SE 4 has significantly increased the chances of Qualcomm remaining the exclusive supplier of baseband chips for the 2024 new iPhone 16 series, which is better than the market consensus that Qualcomm will start losing iPhone orders in 2024", wrote Kuo.
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