Kuo: Mass Production on Third-Gen AirPods Starting in First Half of 2021, Design Unchanged But New Internals [Updated]
Apple is working on third-generation AirPods that will go into mass production during the first half of 2021, Apple analyst Ming-Chi Kuo said in a note to investors today.
The new AirPods will adopt the System-in-Package used for the AirPods Pro, replacing the rigid-flex PCB+SMT design of the second-generation AirPods. Kuo says that these internal updates will be the biggest change to the third-generation AirPods, suggesting the update will not include design changes and will continue to look like second-generation AirPods.
The third-generation AirPods will go to mass production in the 1H21, and the most significant change of the internal design of this new model is the adoption of SiP to replace the rigid-flex PCB+SMT design of second-generation AirPods. We believe that Apple will pull in this new model because of the declining demand for second-generation AirPods. Luxshare ICT will be the main supplier for this new model.
Kuo's prediction is somewhat confusing because there have been rumors of an AirPods update coming in 2020, while he suggests no new AirPods are coming until 2021. Leaker Jon Prosser, for example recently said that third-generation AirPods are ready to launch anytime.
There have also been rumors that Apple is working on set of AirPods Pro without Active Noise Cancellation that will feature the AirPods Pro design at a lower price point, but Kuo does not mention these earbuds.
He does, however, say that the market is expecting a new AirPods model in the second half of 2020, but that this is more likely to be a new set of Beats instead of a new set of AirPods, so it's possible all of the "AirPods Pro Lite" rumors are referencing new headphones in the Beats lineup.
As for the AirPods Pro, Kuo says that a new model will go into mass production in the fourth quarter of 2021 to the first quarter of 2022, which suggests no AirPods Pro refresh in 2020 or early 2021. We can expect Apple's high-end over-ear headphones in 2020, though, as Kuo says that these will enter mass production in mid-2020.
Update: Ming-Chi Kuo issued an update to his original report that indicated third-generation AirPods will go into production in the first half of 2021, not the first half of 2020 as first stated.
Popular Stories
Apple's iPhone development roadmap runs several years into the future and the company is continually working with suppliers on several successive iPhone models at the same time, which is why we often get rumored features months ahead of launch. The iPhone 18 series is no different, and we already have a good idea of what to expect for the iPhone 18 Pro and iPhone 18 Pro Max.
One thing worth...
2026 could be a bumper year for Apple's Mac lineup, with the company expected to announce as many as four separate MacBook launches. Rumors suggest Apple will court both ends of the consumer spectrum, with more affordable options for students and feature-rich premium lines for users that seek the highest specifications from a laptop.
Below is a breakdown of what we're expecting over the next ...
Though it's been just a few months since iOS 26 launched, we're already hearing rumors about the next-generation version of iOS, iOS 27. iOS 27 will be introduced at Apple's June WWDC 2026 event before it launches in September 2026.
We don't know all of the details about iOS 27 yet, but we do have some information about what to expect.
"Snow Leopard" Update
iOS 27 will apparently focus...
CES 2026 has just provided a first glimpse of the folding display technology that Apple is expected to use in its upcoming foldable iPhone. At the event, Samsung Display briefly showcased its new crease-less foldable OLED panel beside a Galaxy Z Fold 7, and according to SamMobile, which saw the test booth before it was abruptly removed, the new panel "has no crease at all" in comparison.
The ...
Apple has lost another senior figure from its Safari team as a lead designer departs for The Browser Company, extending a pattern of high-profile exits from Apple's browser team amid intensifying competition around AI-driven browsing.
Marco Triverio was a lead designer for Safari and has now joined The Browser Company, the developer of the Arc and Dia browsers. The move was confirmed by The...
iOS 26 is showing unusually slow adoption among iPhone users months after release, according to third-party analytics.
Usage data published by StatCounter (via Cult of Mac) for January 2026 indicates that only around 15 to 16% of active iPhones worldwide are running any version of iOS 26. The breakdown shows iOS 26.1 accounting for approximately 10.6% of devices, iOS 26.2 for about 4.6%, and ...
Back in late 2022 and early 2023, Apple rolled out a new architecture for its Apple Home platform to deliver improved performance and compatibility, although the rollout came with some hiccups that forced Apple to pull and later re-release the upgrade.
Three years later, Apple is now on the verge of ending support for the old version of the Home architecture, which may result in access to...
