Buyers don’t know what RAM is, true. But they do know about Apple Intelligence and will pick the iPhone with more features over the one with less.
If SE 4 does get AI support (and thereby 8GB RAM) it will be a vastly higher value/$ than if it doesn’t.
Apple has been promoting AI too much for buyers to not care.
Whether SE 4 supports it or not will be a major factor in its success.
I just don’t see an SE out performing both iPhones 13, 14 and (to a large extent) 15
and its only major caveat is the rear-facing single camera. Certainly not at <$499.
I see two possibilities:
- SE 4 is an A18 iPhone 14 with 8GB RAM and 128GB storage. Supports AI. Starts at >$429-<$799. iPhone 15 drops from $699 to $599 or gets cut from the lineup entirely along with iPhone 14.
- SE 4 is an A18 iPhone 14 with 6GB RAM and 128 storage. Starts at the same $429 as SE 3 did, no price hike. Doesn’t support AI. iPhone 15 drops to $599. iPhone 14 gets cut from the lineup.
Considering the lack of recent price hikes for Macs and iPads, and previous SE specs, I see option 2 as more likely as option 1 is just too aggressive towards iPhone 15 and 16 sales.
Apple would never offer two products this close in value. It would confuse most buyers.
There has to be big, obvious gaps in value/$ for an iPhone lineup to work. The 8/128 iPhone SE 4 offers too much value/$ compared to iPhones 15 and 16 at $599-$799.