Apple to Launch Upgraded AirPods in the Second Half of 2018 [Report]

Apple is planning to launch upgraded AirPods in the second half of 2018, according to KGI Securities analyst Ming-Chi Kuo.

The new earphones are said to include a "smaller quartz component" but no further details were provided. Kuo believes the AirPods will still be assembled by Inventec with components being supplied by Unitech, Compeq, TXC, and HLJ.

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.





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