KGI Securities analyst and renowned Apple insider Ming-Chi Kuo expects an upgraded version of Apple AirPods to release in the second half of 2018.
Apple has struggled to keep up with demand for the current AirPods design, but that hasn’t stopped them from working on hardware improvements for the next generation of wireless earbuds.
The current AirPods are sold out until January, with suppliers unable to keep up with increased holiday season demand.
Kuo’s latest research note, which was obtained by a number of tech publications, reads:
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.Ming-Chi Kuo
According to the analyst, one internal change on the second-generation AirPods will be a “smaller quartz component.” However, Kuo didn’t give further details as to any external changes or improvements.
For more information on why Apple’s supply chain is struggling with demand and what Apple’s next-gen AirPods could look like, check out appleinsider’s report.
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