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Kuo: Apple canceled its fourth gen iPhone SE, in which it planned to debut its own 5G modem; the cancelation could be due to poor sales of mid-to-low-end phones

On Friday, Kuo wrote in a blog post that Apple had canceled production and shipment plans for the phone after his prediction …

The Verge Mitchell Clark

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Discussion

  • @dnystedt Dan Nystedt on x
    Qualcomm will likely remain the exclusive supplier of baseband chips to Apple for iPhone 16 (thru 2024), Apple supply chain analyst Ming-Chi Kuo says, versus market consensus that Qualcomm will start losing #iPhone orders in 2024. Link to note in his tweet. $QCOM $AAPL https://tw…
  • @mingchikuo @mingchikuo on x
    (2/3) As a result, it is increasingly unlikely that Apple will hold a media event for the new device in January. At this point, it seems more likely that Apple will announce the AR/MR headset at a spring media event or WWDC based on the current development progress.
  • @mingchikuo @mingchikuo on x
    (1/3) Apple's AR/MR headset development is behind schedule due to issues with mechanical component drop testing and the availability of software development tools, meaning that mass shipment of this device may postpone from the original 2Q23 to the end of 2Q23 or 3Q23. https://tw…
  • @kfury @kfury on x
    Between a Spring media event or WWDC, Apple's XR strategy will absolutely be revealed at WWDC. Apple needs the time to explain and demonstrate the value to developers rather than just give a media dump to journalists and pray for the best. https://www.macrumors.com/...
  • @reedalbergotti Reed Albergotti on x
    Why does Apple's VR headset reportedly have some distinct similarities to Magic Leap's? I asked @rabovitz, founder of Magic Leap about that and more. The short answer is we haven't had any big technological breakthroughs in AR/VR in a very long time. https://www.semafor.com/...
  • @then_there_was Andrew Ruiz on x
    I didn't realize Apple was this close to releasing an AR/MR headset. Exciting stuff. https://twitter.com/...