According to Tianfeng International Guo Mingxi message that states that Apple is expected to release the iPhone SE2 in the first quarter of 2020. According to his message the design and most of its hardware specifications are very similar to the iPhone 8.
Basically, it have the same A13 chip as we see in iPhone 11 series, its equipped with 3GB LPDDR4X, while NAND Flash is available with 64GB and 128GB and tnis removes the pressure sensing module (3D Touch).
Guo Minghao message said that the expected iPhone SE2 phone will come in deep gray, white and red and other color Variants.
The price will Start from $399 and is expected to be the best upgrade option for the existing iPhone 6 and 6S series which has an approximate 1.7-200 million active users.
However, the upstream supply chain has prepared about 2-4 million units of capacity for this very iPhone SE2 monthly. It further state that Guo Minghao expects the iPhone SE2 to ship even more than expected 30 million units in 2020.
For the supply chain, Guo Minghao have in mind that suppliers with the high unit price or proportion are the major beneficiary, which includes TSMC (foundry), industrial Fulian (airframe), achievable (airframe), Jabil (airframe), LG Innotek (camera module) and Goer acoustics (acoustic components).
Among all l, iPhone SE2 has A13 chip produced by 7nm, TSMC who is the exclusive supplier, LG Innotek is the exclusive supplier of iPhone SE2 rear camera module; Goer Acoustics is the main supplier of iPhone SE2 acoustic component, the proportion of supply is about 60-70 %.