Ming-Chi Kuo Casts Doubt on iPhone SE 2, Expects Few Changes Should New Model Launch

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KGI Securities analyst Ming-Chi Kuo, who has sources within Apple's supply chain in Asia, has issued a research note today that casts doubt on rumors about a second-generation iPhone SE launching in the second half of 2018.

Kuo believes Apple doesn't have enough spare development resources to focus on launching another new iPhone this year, beyond a second-generation iPhone X with a new internal design, a larger 6.5-inch version dubbed iPhone X Plus, and a new lower-priced 6.1-inch iPhone with Face ID but design compromises.

The research note, obtained by MacRumors, reads in part:

The announcement of three new iPhone models in the same quarter in the second half of 2017 was the first time Apple made such a major endeavor, and we believe the delay of iPhone X, which had the most complicated design yet, shows that Apple doesn’t have enough resources available for development.

If there really is a so-called iPhone SE 2 in the pipeline, Kuo expects it will have few outward-facing changes, with perhaps a faster processor and lower price being focuses.

More details to follow…

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Tags: KGI Securities, Ming-Chi Kuo

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