It is reported that AirPods shipments will double from last year to 60 million units as high-tech major companies have entered full wireless earphone products.
Since Apple does not officially announce AirPods shipments, this is the information Bloomberg has heard from multiple anonymous people who are “familiar with the company’s production plans.”
It is said that this strong performance is partly because the demand for the expensive model AirPods Pro released in October is “much higher” than expected. To meet these demands, Apple manufacturing partners are facing production capacity and technical constraints.
The AirPods series has been very successful since the first release at the end of 2016, and it is not uncommon to wait 2-3 weeks for new models to be released. Although official shipments aren’t clear, Apple announced that wearables and home products and accessories revenue in the fourth quarter of 2019 (July-September) has reached $ 6.5 billion, AirPods Is making a great contribution to its growth.
Although competitors also announced new wireless earphones, Microsoft’s Surface Earbuds were postponed in 2020, Google ’s Pixel Buds 2nd generation is also expected to be released in the spring of 2020, and only Samsung’s Galaxy Buds It can be said that AirPods is a rival.
Probably the AirPods series will run alone in this year’s year-end sales battle, but the bottleneck will be struggling with mass production of AirPods Pro. At the time of writing, the official online store is scheduled for delivery on December 25th and is waiting for about a month. I want to watch how this delay in production affects the sales of rival products.