It appears that the next iteration of Apple’s affordable iPhone SE may be delayed until 2025, breaking the usual biennial release cycle. Reports from Korean news media suggest that the upcoming iPhone SE will feature a significant upgrade, particularly in its display technology. Instead of the previously used LCD panels, the new iPhone SE is expected to sport an OLED panel borrowed from the iPhone 14 series. OLED panels offer better colors, contrast, and deeper blacks compared to LCD screens.
The choice of display supplier for the iPhone SE is currently contested among three manufacturers: Samsung, BOE, and Tianma. Samsung has reportedly offered the lowest bid at $30 per panel, undercutting BOE’s $35 and Tianma’s $40. However, Apple has countered with a proposal of $20 per panel, indicating ongoing negotiations.
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The display specifications for the new iPhone SE are expected to be similar to those of the iPhone 14, with a 6.1-inch OLED display featuring a resolution of 1170 x 2532 and a peak brightness of 1,200 nits. The inclusion of Ceramic Shield glass remains unconfirmed and subject to cost considerations.
Samsung and BOE are currently ahead of Tianma in terms of display technology and production capabilities. Samsung’s competitive pricing strategy for the iPhone SE panels may be influenced by its existing production capabilities for the iPhone 14, allowing it to leverage manufacturing tools and surplus panel stock.
BOE, on the other hand, is eager to secure orders, especially after facing challenges in producing panels for the iPhone 15, which resulted in more business shifting towards Samsung Display. Both Samsung and BOE are vying for a larger share of Apple’s business, with Samsung potentially aiming to secure higher profits from supplying panels for future iPhone models beyond the SE.
