It seems like there will not be next-generation Apple AirPods throughout the vacation shopping season.
Apple stated in 2017 that it was preparing a brand-new variation of its cordless earbuds that will support cordless charging, however they have not been launched yet.
Now, it appears like they will come out in the very first quarter of 2019, according to a forecast from popular Apple expert Ming-Chi Kuo at TF International Securities.
The brand-new AirPods design will likewise have Bluetooth upgrades, according to the November 29 note seen by Service Expert.
From the note:
“The primary selling points of the brand-new AirPods that will introduce in 1Q19 are Bluetooth specification upgrades and a brand-new charging box supporting cordless charging. The ASP of the hinge of the brand-new charging box will increase by 60-80% due to the fact that of specification upgrades for look style modifications and greater thermal requirements. SZS will be the primary or sole provider for this, thanks to its much better style abilities.”
However the larger upgrade will not introduce till the very first quarter of 2020, the note anticipates. That variation will have an “brand new style model to improve replacement need,” Kuo composes.
Apple’s fastest-growing item?
Although Apple has actually not launched sales figures for its AirPods, they appear like a hit in rich metropolitan locations, with the white earbuds decorating lots of ears on commuters in the early morning. Kuo calls them “Apple’s most popular device ever.”
Kuo composes that their “development momentum” will be the “fastest amongst Apple items” which they will grow by almost 80% and 90% over 2018 and2019
He likewise supplies a price quote for sales:
2017: 14-16 million
2018: 26-28 million
2019: 50-55 million
2020: 70-80 million
2021: 100-110 million
Eventually as iPhone development slows, AirPods turn into one of Apple’s crucial items to continue driving development.
“Our company believe that there is a higher possibility of tradition iPhone users purchasing AirPods than updating to brand-new iPhone designs,” according to the note.
Kuo’s notes are concentrated on Asian hardware business that offer parts and assembly services to Apple and other customer electronic devices makers. He’s selected Luxshare ICT, Unitch, SZS, and HJL as business that might stand to gain from increasing AirPods sales.