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iPhone SE4 is expected to ship around 12M/10M units in 1H25/2H25, performing slightly better than previous SE models (typically shipped near 20M units annually after launch). Not only does this help smooth out the usual seasonal dip in shipments, but it also boosts the adoption of Apple Intelligence devices. One key feature worth noting is Apple's in-house modem. Once the model launches, Qualcomm will look into its modem patents, as they believe they might be able to collect some licensing fees to make up for lost orders.