Apple is set to unveil the fourth-generation iPhone SE in 2025, marking a pivotal moment in the company’s journey toward implementing OLED technology across all its iPhone models. This update will finally bring the iPhone SE up to par with Apple’s high-end devices, which have been utilizing OLED screens since the launch of the iPhone X in 2017.
Impact on Japanese LCD Manufacturers
The upcoming release of the iPhone SE 4 will see Apple embracing OLED technology, signaling a departure from its reliance on Japanese display manufacturers. As reported by Nikkei Asia, this transition marks the end of a long-standing partnership with Japan Display (JDI) and Sharp, who have been significant suppliers of LCD panels for Apple’s iPhones.
In 2015, these companies supplied roughly 200 million LCD panels annually for Apple’s smartphones. However, as Apple has progressively moved towards OLED displays, this figure has plummeted to about 20 million by 2023.
For years, JDI and Sharp remained integral to Apple’s supply chain by providing LCD screens for the iPhone SE series. However, with the forthcoming iPhone SE featuring an OLED screen, these companies will no longer contribute to Apple’s iPhone production.
JDI and Sharp’s Strategic Shift Amidst Declining LCD Demand
In response to the waning demand for LCD screens in smartphones, JDI and Sharp are realigning their business strategies. JDI is now concentrating on producing small OLED displays for devices such as the Apple Watch and exploring new opportunities within the automotive sector.
Simultaneously, Sharp is reducing its focus on LCD operations, particularly in the television market.
New OLED Providers for the iPhone SE
With JDI and Sharp stepping back from the iPhone supply chain, Apple has reportedly turned to new suppliers for its OLED panels. China’s BOE Technology Group and South Korea’s LG Display have been tapped to produce the OLED displays for the upcoming iPhone SE. This move ensures that the new SE model will feature the same premium-quality screens as Apple’s flagship models, according to sources like MacRumors.
Expected Features of the Fourth-Generation iPhone SE
The next iPhone SE is rumored to include a variety of exciting updates, making it a substantial upgrade over previous models. It is speculated that the new SE will adopt a design reminiscent of the iPhone 14, featuring an all-screen layout without a Home Button. The device may also incorporate Face ID, replacing Touch ID, along with a USB-C port and an Action button.
Moreover, the iPhone SE is expected to be powered by Apple’s A18 processor, come equipped with an Apple-designed 5G modem, and offer increased internal RAM—potentially up to 8GB from the 4GB found in the 2022 model—to accommodate the demands of Apple’s AI-driven features.
The display size is anticipated to expand from 4.7 inches to 6.06 inches, aligning the iPhone SE with contemporary smartphone dimensions. These enhancements are set to position the iPhone SE as a strong contender in the mid-range smartphone market.
Mass Production Plans for the iPhone SE 4
Apple’s suppliers are projected to commence mass production of the fourth-generation iPhone SE in October 2024. While there is a possibility that the device could launch before the Lunar New Year in January 2025, Apple has historically unveiled all three previous iPhone SE models in March. Therefore, a March 2025 release remains highly likely.
Apple’s decision to equip the upcoming iPhone SE with an OLED display signifies the completion of its transition from LCD to OLED technology across its entire lineup of iPhones. This advancement not only improves the visual experience for users but also marks a significant change in the supply chain, with JDI and Sharp stepping away from iPhone production.
Looking ahead, Apple is expected to continue pushing the envelope with each new iPhone release. The inclusion of OLED technology in its budget-friendly iPhone SE is a long-overdue upgrade, promising enhanced performance and visual quality for a wider audience.
