Analyst Ming-Chi Kuo claims that Apple has informed suppliers that it will not be releasing a fourth-generation iPhone SE in 2024.

Although Kuo had previously stated that the fourth-generation iPhone SE would be delayed or canceled, he now strongly believes that it has been canceled.

Kuo stated in a Medium post today that Apple intended to introduce its first in-house 5G chip in the fourth-generation iPhone SE; however, this is clearly no longer anticipated due to the iPhone SE’s apparent cancellation. Kuo, on the other hand, stated that it is likely that Apple will continue to use Qualcomm’s 5G chips in 2024, including for the iPhone 16 series.

According to Kuo, Apple intended to test the 5G chip in the iPhone SE before introducing it to iPhone 16 models to ensure that its performance in the real world was satisfactory:

Apple initially planned to release its baseband chip in 2024, allowing the low-end iPhone SE 4 to adopt it first, and then deciding whether to allow the iPhone 16 to use its baseband chip based on the iPhone SE 4’s development status. This was in response to concerns that Apple’s in-house baseband chip might not perform as well as Qualcomm’s. However, despite the widespread belief in the market that Qualcomm will begin to lose iPhone orders in 2024, the cancellation of the iPhone SE 4 has significantly raised the likelihood that Qualcomm will continue to be the sole supplier of baseband chips for the brand-new iPhone 16 series until 2H24.

The Snapdragon X57 modem for 5G in the third-generation iPhone SE was made available in March; models of the iPhone 15 are expected to use the Snapdragon X70 modem, and models of the iPhone 16 may use the Snapdragon X75 modem, which has not been announced yet.