John Gruber runs down the list of yesterday’s Apple announcements. On the iPhone SE, he recognizes that it’s a great device especially in the short term, before the iPhone 7 is released:
If you listen to my podcast, you know how ambivalent I remain about the physical size of the 4.7-inch iPhone 6 and 6S. I was really hoping that the iPhone SE would effectively have iPhone 6S specs — CPU and GPU performance, and similar camera quality. That seems to be exactly what Apple delivered. I honestly think this is the phone I’m going to use for the next six months.
In the past year, Apple has sold 30 million 4” iPhones, out of around 230 million total. That’s only 13 percent of the total, but it’s still a very large number of phones—and this, during a year when the most modern four-inch iPhone Apple sells was introduced in the fall of 2013. Is there room for the iPhone SE to be 20 percent of Apple’s total iPhone sales? I think so.
I keep thinking about the iPhone SE price: $399 for essentially the power of a 6S, which is $649. That’s just a great value. I’ve said on Core Intuition recently that while the 6S and upcoming 7 will always remain the most popular phone, I think the SE could hold its own with the 6S Plus in units sold. Now I wonder if it could even surpass it.
According to David Smith’s stats, the Plus versions represent about 15% of active devices 4-inch or bigger. That share goes up to about 20% if you exclude older devices no longer for sale, like the 5 and 5C. That seems about right to me. If you sat around an Apple Store and watched 10 people buy iPhones, I’d be surprised if more than a couple were the Plus. Starting next week, a couple of those iPhones could be the SE, too.