Apple’s next-gen iPhone SE 4 could be more than just a budget-friendly iPhone—it might be a massive revenue driver and a key tool for pushing Apple’s generative AI ambitions, according to analysts.
With projected sales exceeding $11 billion, the iPhone SE 4 is expected to democratize AI adoption, bringing Apple Intelligence features to a wider audience at an affordable price point.
Why the iPhone SE 4 Matters
While the iPhone SE lineup has always been known for its affordability and no-frills design, the SE 4 is shaping up to be different. Analysts believe it will feature:
✅ A Larger OLED Display: Borrowing the design of the iPhone 14, ditching the old Home Button.
✅ A Powerful Chipset: Likely A16 Bionic or newer, capable of running on-device AI models.
✅ AI-Powered Features: First budget iPhone to leverage Apple’s generative AI tools, enhancing Siri, text prediction, and photo editing.
✅ 5G & USB-C Support: Future-proofing the device while keeping it affordable.
$11 Billion Revenue: The Numbers Behind the Prediction
📈 Expected Units Sold: Analysts forecast 35–40 million units in the first year.
💰 Projected ASP (Average Selling Price): Estimated at $400–$500 per unit.
💵 Total Revenue: Between $11 billion and $14 billion, making it a blockbuster release.
This revenue boost comes at a time when Apple is doubling down on AI and services, ensuring even entry-level users can access on-device generative AI tools.
The Bigger Picture: Apple’s AI Push
Apple has been relatively quiet in the generative AI race, but that’s expected to change with:
🔹 Apple Intelligence: A rumored AI system that will integrate across iOS, macOS, and Siri.
🔹 AI-Centric iPhones: iPhone SE 4 could be an entry point for AI-powered photo editing, voice commands, and app enhancements.
🔹 Custom AI Chips: Future iPhones could offload AI tasks to Apple’s M-series chips in the cloud.
By putting AI features in a lower-cost iPhone, Apple ensures that millions of users can experience its generative AI ecosystem, increasing adoption rates and cementing its AI-driven future.
Final Thoughts: iPhone SE 4—A Silent AI Revolution?
The iPhone SE 4 may seem like just another mid-range refresh, but it could be Apple’s stealthiest AI push yet. If Apple integrates on-device AI capabilities, this phone could become the most affordable AI-powered smartphone, accelerating Apple’s AI ecosystem adoption while raking in billions.
Will the iPhone SE 4 be the catalyst for Apple’s AI takeover? We’ll have to wait and see.
