According to analyst Ming-Chi Kuo, because of the continuing high demand, deliveries of AirPods in 2018 will increase to 26 to 28 million units. This writes MacRumors.
Kuo believes that the AirPods are the most important wireless accessory the Apple. According to him, in 2017, Apple has made 13-14 million AirPods. Due to high demand, the supply of headphones is expected to increase by 100% in 2018.
We believe that the demand for AirPods stable. The shipping time on Apple’s official website has dropped to 1-3 days, due to the improved Assembly process and increased throughput Luxshare — new manufacturer AirPods. We assume that the AirPods will remain one of the most popular Apple accessories in 2018 and deliveries of the next year can increase by 100% to 26-28 million units.
Apple does not disclose data on the number sold AirPods. Headphones belong to the category “Other products” along with Apple TV, Apple Watch, Beats, iPod and other accessories.
AirPods was presented in September 2016, and on sale in December of the same year, after a two-month delay. Apple has seen high demand for a new accessory, what the average waiting time for delivery was six weeks. This lasted until August 2017, while Apple’s suppliers have not optimized the Assembly process.
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