Kuo: AirPods Pro, Apple Watch Series 6, and iPod Touch Getting New Suppliers in 2020

Apple will be making several changes to the suppliers of its products in 2020, according to reputable analyst Ming-Chi Kuo.

airpods pro opposite apple watch series 5
For starters, Kuo expects Chinese company Goertek to begin assembly of AirPods Pro in the first half of the year. The addition of a second supplier alongside Luxshare Precision should help improve supply of the popular earphones, which continue to face multi-week shipping estimates on Apple.com.

Luxshare itself will replace Quanta Computer as the exclusive manufacturer and supplier of S-series chips for the new Apple Watch in 2020, aka Series 6 models if Apple sticks with its naming trend, Kuo added.

And last, Kuo expects Chinese manufacturer BYD Electronic to replace Quanta Computer as the sole assembler of the iPod touch in 2020, as well as obtain at least 10-20 percent of non-cellular iPad orders. Naturally, if this goes well, the company is expected to receive an even larger percentage of orders in 2021 and beyond.

Kuo outlined these details in a research note with investment firm TF International Securities, seen by MacRumors.

Related Roundups: AirPods Pro, Apple Watch 10
Related Forums: AirPods, iPod touch and iPod

Popular Stories

iOS 18

iOS 18.4 Coming Next Week With These New Features for Your iPhone

Friday February 14, 2025 6:18 am PST by
The first iOS 18.4 beta for iPhones should be just around the corner, and the update is expected to include many new features and changes. Bloomberg's Mark Gurman expects the iOS 18.4 beta to be released by next week. Below, we outline what to expect from iOS 18.4 so far. Apple Intelligence for Siri Siri is expected to get several enhancements powered by Apple Intelligence on iOS...
iPhone 17 Roundup Feature 2

iPhone Design to Change 'Significantly' This Year

Monday February 17, 2025 7:09 am PST by
Apple is set to "significantly change" the iPhone's design language later this year, according to a Weibo leaker. In a new post, the user known "Digital Chat Station" said that the iPhone's design is "starting to change significantly" this year. The "iPhone 17 Air" reportedly features a "horizontal, bar-shaped" design on the rear, likely referring to an elongated camera bump. On the other...
apple launch feb 2025 alt

What to Expect From the 'Apple Launch' Next Week

Thursday February 13, 2025 11:48 am PST by
Apple has yet to announce any new devices this year, but that could change starting next week. Apple CEO Tim Cook today said to "get ready" for a "launch" on Wednesday, February 19. "Get ready to meet the newest member of the family," said Cook, in a social media post. The post includes an #AppleLaunch hashtag, along with a short video featuring an animated Apple logo inside of a circle....
Apple Maps 2024

Apple Maps Might Start Showing Ads

Sunday February 16, 2025 7:22 am PST by
Apple is "exploring" the idea of showing search ads in the Apple Maps app, according to Bloomberg's Mark Gurman. Back in 2022, Gurman said software engineering was "already underway" to display ads in the Apple Maps app, but Apple did not move forward with the idea at the time. Today, he said Apple is "giving this notion more thought" again. This time around, he said Apple has yet to...
Tim Cook Apple Park

10+ Announcements Apple Could Have Rolled Into a February Event

Saturday February 15, 2025 8:00 am PST by
Apple appears to have enough upcoming product announcements to justify a full event this month, yet all signs indicate these reveals will be handled through a series of press releases instead. There are a multitude of rumors from reliable sources about specific announcements in the coming weeks, so here's everything that Apple could have feasibly included in a hypothetical February event: ...
iPhone 17 Pro Render Front Page Tech

iPhone 17 Pro With All-New Camera Bar Design Allegedly Revealed

Thursday February 13, 2025 5:49 pm PST by
Apple's next-generation iPhone 17 Pro will feature three rear cameras arranged in a familiar triangular layout, but the cameras will be housed in an all-new rectangular camera bar with rounded corners, according to YouTube channel Front Page Tech. iPhone 17 Pro camera design render created by Asher for Front Page Tech In a video uploaded today, Front Page Tech host Jon Prosser said the camera ...
m2 pro mac mini

Apple is Now Selling a Refurbished Mac Mini for Just $319 (!)

Saturday February 15, 2025 9:58 am PST by
A few days ago, we reported that Apple's refurbished Mac mini pricing had a problem, and it appears that Apple has taken note. Apple was offering a refurbished Mac mini with the M2 chip, 16GB of RAM, and 256GB of storage for $559, which was $50 more than a refurbished Mac mini with the M4 chip, 16GB of RAM, and 256GB of storage. All other key specifications were equal. That's no longer...
iPhone SE 4 Thumb 1

Apple's Next iPhone SE Launching on Wednesday - Here's What We Know

Friday February 14, 2025 4:04 pm PST by
Apple CEO Tim Cook teased an Apple announcement that's coming on Wednesday, February 19, and it's looking like that mystery announcement will be the next-generation iPhone SE. We've been hearing about the iPhone SE 4 for quite some time now, and we essentially know everything to expect. If you want a sneak peek at what's coming, read on. Naming Apple first introduced the iPhone SE in...

Top Rated Comments

EugW Avatar
67 months ago

Honest question: does anybody outside of Apple, the suppliers and perhaps Wall Street analysts care about which supplier Apple is using for a certain product or product component? I never understood why rumor sites considered these stories newsworthy.
Qualcomm vs Intel was a pretty important one people were concerned about. Also, Samsung vs TSMC.
Score: 6 Votes (Like | Disagree)
Bandaman Avatar
67 months ago

apple watch series 6 huh? Maybe I will wait for series 7 and ditch my series 2?
Why not hold off until the Series 8? It'll be even better.
Score: 3 Votes (Like | Disagree)
44267547 Avatar
67 months ago
Quanta discontinuing their production for the Apple Watch was reportedly due to ‘profit concerns’ (See link below), which was initially reported back in October. There’s nothing wrong with having another supplier for the Apple Watch, hopefully it still meet/exceeds the quality of Quanta with Luxshare taking over.

https://www.macrumors.com/2019/10/16/quanta-may-stop-apple-watch-assembly-2020/amp/
Score: 3 Votes (Like | Disagree)
PickUrPoison Avatar
67 months ago

Instead of shifting away from China and diversifying, Apple doubles down on it. China has Apple by the balls and it’s getting more and more concerning. It’s time for Tim to go. The “supply chain genius” does not seem to consider the longterm consequences.
I’m sure Apple appreciates your concern, but they’ll be ok. Cook probably only has another two or three decades of tenure so when he decides to leave, they may indeed feel the loss of his supply chain expertise.

But someone else will probably be available to take over Jeff Williams’s spot and the supply chain experts reporting to him
Score: 2 Votes (Like | Disagree)
44267547 Avatar
67 months ago
It’s time for Tim to go. The “supply chain genius” does not seem to consider the longterm consequences.
But..Tim isn’t leaving, And I think you know that already, but I digress. But lets talk about what do we know v.s unrealistic projections. The success of the Watch is based on the future suppliers that Apple coordinated through Cooks supply relations. Say what you want, but don’t deny his expertise with what he has executed with logistics/coordination.
Score: 2 Votes (Like | Disagree)
Digital Skunk Avatar
67 months ago
I'm more curious to know where the updates to these products are:

1.) The iPad Pro
2.) The iPod Touch (they really need to make it the size of the iPhone Xs Max (or 11 or whatever)
3.) A true iPad Mini Pro (with the same curved edges and Pencil support as the Pro.
Score: 1 Votes (Like | Disagree)