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The analyst (Ming-Chi Kuo) said that Apple will not be launching a new iPhone SE, or possibly an iPhone SE Plus, in early 2021 anytime soon.
The analyst – considered most famous for Apple’s leaks – said the first time to launch a new iPhone SE will be in the second half of next year.
Although Best Buy recently produced a screen protector for a phone called (iPhone SE Plus), Kuo had already planned to launch this phone, in addition to a new iPhone SE phone. The analyst now says: None will be launched soon.
While Kuo did not specify a new date or time frame, he told investors that this will not happen in the first half of 2021.
Kuo’s latest observation was specific to supplier Yujingguang, known as Genius Electronic Optical. He cautions against the perception that “the market overstates the revenue and gross margin” of the company.
“We believe Genius Electronic Optical’s revenue for October will be below market consensus due to increased competition,” said Kuo. He added: “We expect this competition to intensify in 2021.”
Kuo also said, “The market expects that the first half of 2021 will see the launch of a new phone (iPhone SE) that will increase the delivery momentum of Genius Electronic Optical, but we do not believe that the first half 2021 will see the launch of a new (iPhone SE). ” .
Kuo also believes that Genius Electronic Optical will not receive as many component requests for the iPhone 13 as it does for the iPhone 12. He concluded by saying, “We estimate their ultra-wide angle lenses will drop by 50% in the series. (iPhone 12) at 30% in the series (iPhone 13). “
While Kuo believes this prediction is due to increased competition from competing vendors, there may also be a quality issue. Previously, Kuo mentioned that Genius Electronic Optical was having production control issues with the iPhone 12.
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