The on again, off again iPhone SE2 is on again now that
Delphic oracle analyst Ming-Chi Kuo has checked in. As I wrote before, the iPhone/Apple Watch 2019 lineup is now entirely global NFC. The price cuts are great but there needs to be a lower priced entry model below the iPhone XR with:
- NFC background tag reading in place for new Apple Pay features going forward.
- Touch ID that removes the Face ID face mask problem in markets like China and Japan. This issue is a constant blind spot in the western tech press ‘In-screen Touch ID vs Face ID’ debate.
- A13 Bionic for superior battery performance and Express Card with power reserve
- Cheaper battery friendly Haptic Touch instead of the more expensive battery hungry iPhone 8 3D Touch.
There kind of device is perfect for the Japan and Hong Kong markets:
The rumored A12 chip iPhone SE2 may well be pie in the sky, but that doesn’t mean that there isn’t market appeal for an inexpensive global NFC iPhone for places like Japan and Hong Kong. Those markets have highly integrated transit networks coupled with highly evolved transit card systems like Suica and Octopus. With both of these on Apple Pay there’s a good opening for a small SE size inexpensive global NFC iPhone, it would do very well.
I imagine the iPhone SE2 could do well in a lot of markets.