Report Overview


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Apple’s iPhone bargain


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More attractively priced than previous entry level iPhones, the new SE extends Apple’s smartphone lineup down towards the mid-price segment to better compete with Android over price-sensitive users.
At a time of investor concern over slowing down iPhone unit sales, the SE marks the first shift in Apple’s strategic calculus for the iPhone from gross margins to unit volumes.
SE supports the iOS ecosystem in a crucial period of graowth for mobile payment services, making the entire iPhone roster Apple Pay compatible.