Apple Suppliers Reportedly Expect AirPods Shipments to Surge 50% to 90 Million in 2020
AirPods shipments could increase by 50 percent in 2020 on a year-over-year basis, according to sources within Apple's supply chain cited by DigiTimes.
A paywalled preview of the report reads as follows:
AirPods shipments to soar 50% in 2020
Shipments of Apple's AirPods are expected to surge 50% on year to 90 million sets in 2020, according to sources at suppliers engaged in the supply chain.
Apple folds AirPods revenue into its "Wearables, Home, and Accessories" category in its quarterly earnings reports, so keep in mind that these are estimated figures. 90 million shipments of AirPods representing 50 percent growth in 2020 would imply 60 million shipments in 2019, in line with an estimate from research firm Strategy Analytics earlier this year. However, as is common with estimates, some analysts have disputed that figure.
Regardless of exact numbers, it is clear that AirPods have been tremendously popular, with the new AirPods Pro facing lengthy shipping estimates on Apple's online store since being released last October. Apple's wearables category set a new all-time revenue record last quarter, which Apple attributed to the success of the Apple Watch and AirPods.
Apple released the higher-end AirPods Pro in October 2019 with several improvements over regular AirPods, including active noise cancellation, improved sound quality, and water and sweat resistance, along with a new in-ear design. AirPods Pro are priced at $249 in the United States, while regular AirPods with a wireless charging case are $199.
Last week, it was rumored that a new entry-level version of AirPods Pro will enter production by the second quarter of 2020, but no further details have been shared. It has been speculated that the earphones could end up being third-generation regular AirPods with the same design and sound quality as AirPods Pro, but without active noise cancelation.