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.

airpodsdesign
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.

Related Roundups: AirPods 3, AirPods Max, AirPods Pro
Related Forum: AirPods

Top Rated Comments

AngerDanger Avatar
52 months ago

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.
YESSSSSSSS!

I know I'm in the minority, but I actually prefer original AirPods to the Pros. I like the smaller size, the lack of a bulbous in-ear component, being able to quickly tap them with the back of my hand (verses squeezing, which is harder to do with dirty/occupied hands), the lack of the odd vacuum effect, longer battery life, and that I can comfortably lie on my side in bed and wear them.
Score: 25 Votes (Like | Disagree)
zorinlynx Avatar
52 months ago
I wonder if the new design will also include the much higher quality button cell batteries from the Airpods Pro.

I'm glad they didn't change the overall shape of the Airpods, though. I've never been able to use "plug" style earbuds; they either hurt or amplify every single sound in my head. They also don't work well unless they have a perfect seal; I find the original Airpod/earpod design doesn't need a perfect seal to work well. If they discontinued that design I wouldn't be able to use them anymore.
Score: 13 Votes (Like | Disagree)
imnotthewalrus Avatar
52 months ago

Just a few days ago you said they’d be released next month!!! Get your facts straight please!!!
The key word in Macrumors is rumors
Score: 7 Votes (Like | Disagree)
trifid Avatar
52 months ago
Great news, I was concerned they might have been discontinued or would suffer in light of the pros. I bought the pros but returned them.

I love the open design of the originals, it lets me use them all day long without being isolated from my surroundings. And no, the pros' transparency mode is not as good as the original airpods open sound.
Score: 6 Votes (Like | Disagree)
thejoshuabradshaw Avatar
52 months ago
Yes! Great News for someone who likes the current form factor. Replacing AP01 soon!
Score: 3 Votes (Like | Disagree)
MrMojo1 Avatar
52 months ago
"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."

Will someone please translate that.
What will that do, for those who don't own the Airpods 1/2 versions?
Score: 3 Votes (Like | Disagree)

Popular Stories

iPhone 15 Pro FineWoven

Apple Reportedly Stops Production of FineWoven Accessories

Sunday April 21, 2024 6:03 am PDT by
Apple has stopped production of FineWoven accessories, according to the Apple leaker and prototype collector known as "Kosutami." In a post on X (formerly Twitter), Kosutami explained that Apple has stopped production of FineWoven accessories due to its poor durability. The company may move to another non-leather material for its premium accessories in the future. Kosutami has revealed...
maxresdefault

Apple Announces 'Let Loose' Event on May 7 Amid Rumors of New iPads

Tuesday April 23, 2024 7:11 am PDT by
Apple has announced it will be holding a special event on Tuesday, May 7 at 7 a.m. Pacific Time (10 a.m. Eastern Time), with a live stream to be available on Apple.com and on YouTube as usual. The event invitation has a tagline of "Let Loose" and shows an artistic render of an Apple Pencil, suggesting that iPads will be a focus of the event. Subscribe to the MacRumors YouTube channel for more ...
iOS 17 All New Features Thumb

iOS 17.5 Will Add These New Features to Your iPhone

Sunday April 21, 2024 3:00 am PDT by
The upcoming iOS 17.5 update for the iPhone includes only a few new user-facing features, but hidden code changes reveal some additional possibilities. Below, we have recapped everything new in the iOS 17.5 and iPadOS 17.5 beta so far. Web Distribution Starting with the second beta of iOS 17.5, eligible developers are able to distribute their iOS apps to iPhone users located in the EU...
Apple Vision Pro Dual Loop Band Orange Feature 2

Apple Cuts Vision Pro Shipments as Demand Falls 'Sharply Beyond Expectations'

Tuesday April 23, 2024 9:44 am PDT by
Apple has dropped the number of Vision Pro units that it plans to ship in 2024, going from an expected 700 to 800k units to just 400k to 450k units, according to Apple analyst Ming-Chi Kuo. Orders have been scaled back before the Vision Pro has launched in markets outside of the United States, which Kuo says is a sign that demand in the U.S. has "fallen sharply beyond expectations." As a...
Provenance Emulator

PlayStation and SEGA Emulator for iPhone and Apple TV Coming to App Store [Updated]

Friday April 19, 2024 8:29 am PDT by
The lead developer of the multi-emulator app Provenance has told iMore that his team is working towards releasing the app on the App Store, but he did not provide a timeframe. Provenance is a frontend for many existing emulators, and it would allow iPhone and Apple TV users to emulate games released for a wide variety of classic game consoles, including the original PlayStation, SEGA Genesis,...
apple vision pro orange

Apple Vision Pro Customer Interest Dying Down at Some Retail Stores

Monday April 22, 2024 2:12 am PDT by
Apple Vision Pro, Apple's $3,500 spatial computing device, appears to be following a pattern familiar to the AR/VR headset industry – initial enthusiasm giving way to a significant dip in sustained interest and usage. Since its debut in the U.S. in February 2024, excitement for the Apple Vision Pro has noticeably cooled, according to Bloomberg's Mark Gurman. Writing in his latest Power On...