据产业链传出的消息称，苹果预计将于明年春季发布iPhone SE4，目前AMOLED屏幕订单已经提前预订，京东方和LGD将分别成为一供和二供。

消息显示iPhone SE4将采用与iPhone 13标准版规格的AMOLED屏幕，规格为6.06英寸刷新率为60Hz，并继续沿用刘海设计。其它的产品规格包括搭载A18芯片，并配备6GB或8GB运行内存以及后置4800万像素主摄镜头，使用闪电接口。

由于京东方的成本较低，将获得份额较大的订单。不过苹果考虑到海外市场对iPhoneSE4手机的需求状况，也让LGD承担了部分iPhone SE4手机的屏幕订单，LGD将在韩国本土生产屏幕，再到越南组装成模组。

同时苹果也在寻求印度的代工厂商生产部分iPhoneSE4手机订单，富士康和塔塔目前都还有iPhone13标准版的生产线，预计可以直接拿来使用。

目前中国大陆的iPhone手机生产主要由立讯和富士康承担，iPhoneSE4现在的订单量要比普通iPhone手机量小，但SE机型一般是认为苹果拿来清理旧款机型物料的机型，预计可能两家谁的物料库存较多，就会拿到相应更多的订单。

不过苹果这次在iPhone SE4还是采取了较为激进的做法，但也可以说是比较稳妥的做法，就是有可能会在该机型上首先试水自研的5G基带芯片。

随着5G通讯技术慢慢在大规模物联网互联中开始采用，苹果多次试水又停止的基带芯片研发终于还是努力了一把，真正的拿出了定型的产品。苹果希望通过iPhoneSE4机型来测试芯片的市场反应，同时为后续全面在其它产品上集成进SIP大芯片模组中做准备，还将为后续6G网络的地面兼容网技术集成进行铺垫。

自去年苹果在iPad平板电脑上也开始配备AMOLED显示屏以来，三星显示和LGD的AMOLED产线更愿意生产高价的iPad平板电脑AMOLED显示屏，所以两家的手机AMOLED显示屏出货量并没有显著增加。

而中国大陆的面板厂商，由于旧线的产能爬坡基本结束，新线的产能也不断释出，加上多年磨合下来的产线良率也有所提升，因此从去年下半所开始中国大陆面板厂的AMOLED手机屏幕出货整度持续增长，截至目前，已经占据了全球一半左右的市场份额，与三星显示和LGD加起来的出货量相当了。

而苹果的iPhone SE手机屏幕此前一直采用LCD屏幕，在日本JDI停产后，iPhone SE手机的LCD屏幕几乎全部由京东方独家供应。

苹果在全面升级中小显示屏为AMOLED显示技术后，iPhone SE手机屏幕也升级为了AMOLED显示屏，让苹果的屏幕供应商三星显示和LGD都有机会分食这部分订单。

苹果目前在售的iPhone SE还是在2022年3月推出的产品，几乎让人认为苹果放弃了这条产品线，iPhone SE4在时隔三年后，终于迭代更新，也打消了行业的疑虑，毕意这款买芯片送iPhone手机的苹果产品，在市场上还是受部分预算紧张，但又习惯了使用苹果产品的人喜爱。

According to the news from the industrial chain, Apple is expected to release the iPhone SE4 in the spring of next year, and the current AMOLED screen orders have been booked in advance, and BOE and LGD will become one and two respectively.

The news shows that the iPhone SE4 will use the same AMOLED screen as the standard version of the iPhone 13, with a 6.06-inch refresh rate of 60Hz, and continue to use the notch design. Other specs include an A18 chip, 6GB or 8GB of RAM, a 48-megapixel main camera on the rear, and a Lightning connector.

Due to the lower cost of BOE, it will get a larger share of orders. However, Apple took into account the demand for iPhone SE4 mobile phones in overseas markets, and also let LGD undertake some iPhone SE4 mobile phone screen orders, LGD will produce screens in Korea, and then assemble into modules in Viet Nam.

At the same time, Apple is also seeking India OEMs to produce some iPhone SE4 mobile phone orders, and Foxconn and Tata currently have production lines for the iPhone 13 standard version, which is expected to be used directly.

At present, the production of iPhone mobile phones in Chinese mainland is mainly undertaken by Luxshare and Foxconn, and the order volume of iPhoneSE4 is now smaller than that of ordinary iPhones, but SE models are generally considered to be models that Apple uses to clean up the materials of old models, and it is expected that those who have more material inventory may get more orders accordingly.

However, Apple has taken a more aggressive approach to the iPhone SE4 this time, but it can also be said to be a more prudent approach, that is, it is possible to test the self-developed 5G baseband chip first on this model.

As 5G communication technology slowly begins to be adopted in the large-scale Internet of Things interconnection, Apple's research and development of baseband chips, which has been tested many times and stopped, has finally made an effort and truly come up with a stereotyped product. Apple hopes to test the market response of the chip through the iPhone SE4 model, and at the same time prepare for the subsequent comprehensive integration of other products into the SIP large chip module, and will also pave the way for the subsequent integration of terrestrial compatible network technology of the 6G network.

Since Apple also began to equip iPad tablets with AMOLED displays last year, Samsung Display and LGD's AMOLED production lines are more willing to produce high-priced iPad tablet AMOLED displays, so the shipments of AMOLED displays for mobile phones of the two companies have not increased significantly.

The panel manufacturers in Chinese mainland, due to the ramp-up of the old line is basically over, the production capacity of the new line is also continuously released, and the yield of the production line after years of running-in has also improved, so from the second half of last year, the AMOLED mobile phone screen shipments of panel factories in Chinese mainland have continued to grow, and so far, it has occupied about half of the global market share, which is equivalent to the shipments of Samsung Display and LGD combined.

Apple's iPhone SE mobile phone screen has been using LCD screens before, and after the discontinuation of JDI in Japan, almost all LCD screens of iPhone SE mobile phones are exclusively supplied by BOE.

After Apple comprehensively upgraded the small and medium-sized display to AMOLED display technology, the iPhone SE mobile phone screen was also upgraded to AMOLED display, so that Apple's screen suppliers Samsung Display and LGD have the opportunity to share this part of the order.

Apple's current iPhone SE on sale is still a product launched in March 2022, almost making people think that Apple has given up this product line, iPhone SE4 After a lapse of three years, it has finally been updated iteratively, and it has also dispelled the doubts of the industry.