This comes from Mark Gurman’s power on newsletter. Q: How do you think the new iPhone SE will be received? A: It’s been a few years since Apple last rolled out an iPhone SE, its budget-minded model. With the previous versions, Apple followed the same basic strategy: They were cheaper than a flagship iPhone, but not so cheap that they could truly compete with the low end of the market. And the SE has always had an outdated design and low-tier specifications. In other words, it’s not entirely clear what Apple was trying to accomplish with the SE line since launching it in 2016. When the new SE debuts in the spring, things could be a bit different. The company is actually going to try to make the device compelling, with more modern touches like an edge-to-edge screen and Apple Intelligence. It still won’t be cheap enough to compete with bargain-basement Android devices, but will be a few hundred dollars less than an iPhone 16. I think it will do well.
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