New iPhone SE Demand Lower Than Expected [Kuo]

Demand for Apple's new iPhone SE 3 is lower than expected, according to a new report from TF International Securities analyst Ming-Chi Kuo.

Shanghai lockdown doesn't affect the iPhone SE production. However, the new iPhone SE demand is lower than expected (the delivery status "in stock" as one of the proofs), and I cut my shipment estimation in 2022 to 15-20M (vs. 25-30M previously).

The new iPhone SE 3 features the same design with Home button as the previous generation but has been updated with an A15 Bionic processor, 5G support, better battery life, improved durability, a new camera system, and more. You can read early reviews of the device here.


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