Apple's upcoming iPhone SE 4, slated for release in early 2025, marks a significant shift in the company's display technology strategy. This budget-friendly model will be the last iPhone to transition from LCD to OLED, signaling the end of an era for Apple's long-standing LCD suppliers and ushering in a new chapter of display technology for the tech giant.
The Last of Its Kind
The iPhone SE 4 represents a major departure from its predecessors:
- Design overhaul: Expected to resemble the iPhone 14
- OLED display: Switching from LCD to LTPS OLED technology
- Face ID: Replacing the traditional Home Button
- USB-C port: Aligning with modern connectivity standards
This transition comes with significant implications for Apple's supply chain and the broader smartphone industry.
End of the Line for LCD Suppliers
The move to OLED spells trouble for Japan Display and Sharp, Apple's primary LCD panel suppliers:
- Combined 70% market share in iPhone LCD panels
- Annual LCD shipments dropped from 200 million to 20 million units
- Forced to explore new markets like automotive to offset losses
The New OLED Landscape
As Apple completes its transition to OLED, a new set of display suppliers takes center stage:
- BOE: Chinese manufacturer reportedly outbid Samsung for iPhone SE 4 orders
- LG Display: Supplying OLED panels, including LTPO for high-end models
- Samsung Display: Remains the leading supplier with 50% of iPhone OLED business
Specifications and Performance
The iPhone SE 4 is shaping up to be a powerful device for its price point:
- Processor: Likely to feature the A18 chip, matching the iPhone 16 series
- RAM: Expected to include 8GB to support Apple's AI initiatives
- Production: Mass production scheduled to begin in October 2024
Looking Ahead
As Apple bids farewell to LCD technology in its iPhone lineup, the move signifies more than just a change in display type. It represents Apple's commitment to providing premium features across its entire range, potentially redefining the budget smartphone market.
The iPhone SE 4 launch in 2025 will not only mark the end of Apple's LCD era but also set new expectations for what consumers can expect from a more affordable iPhone model. As the tech world eagerly anticipates this release, it's clear that the ripple effects of this transition will be felt throughout the smartphone industry for years to come.