Apple seems likely to release an upgraded version of the AirPods in the second half of 2018, according to KGI Securities analyst Ming-Chi Kuo.
Per Kuo’s latest research note:
Media reports over the past few days on brisk AirPods demand and Apple struggling to keep up with holiday season demand align with our findings and positive predictions on AirPods in several previous reports. […]
In 2018, we predict AirPods shipments will grow 100% YoY to 26-28mn units. We forecast the ASP of RFPCB for upgraded AirPods in 2H18 may increase, further benefiting business momentum of Unitech and Compeq.
Kuo has been quoted as stating that the second-generation AirPods will feature a “smaller quartz component,” although no specific changes have been cited.
Kuo said the new AirPods will continue to be assembled by Taiwanese manufacturer Inventec, with individual components supplied by fellow Taiwanese companies such as Unitech, Compeq, TXC, and HLJ.
The analyst also predicted that Apple will release a new inductive AirPods charging case that allow the new headphones to be compatible with the company’s new AirPower charging mat, which it said launches at some point in 2018.
Apple teased the AirPower mat at its iPhone X event back in September. It will be able to charge the Apple Watch Series 3, an iPhone X or iPhone 8 model, and AirPods inside the new charging case simultaneously.
Kuo also reiterated his estimate that AirPods shipments will double in 2018 to 26-28 million units on a year-over-year basis, suggesting Apple will have sold around 13-14 million AirPods worldwide by the end of this year.
Stay tuned for additional details as they become available.
Via MacRumors