Observing the trend of AirPods wireless headsets, Guo Mingji pointed out in his report that AirPods, which provides the functions of talking and listening to music, is the most important peripheral product in Apple's 'wireless ecosystem.'
He pointed out that AirPods demand is still strong, Apple's official shopping site delivery time shortened to 1 day to 3 days, the key is the assembly process to improve the new capacity and new assembly manufacturers increase the new capacity, originally assembled exclusively by Inventec.
Looking ahead to the next year, Guo Ming-kun pointed out that AirPods is still one of Apple's most popular accessory products, with shipments expected to grow by about 100% to 26 million to 28 million units in the supply chain. Next year is expected to become AirPods first assembly supplier, the proportion of orders may exceed Inventec.
The report said Lixun will play a more important role in the Apple acoustics supply chain. In addition to the current product components such as the iPhone and AirPods, it is also expected that Sipix may enter the HomePod supply chain in the future.
In addition, the report states that VVL is the sole supplier of AirSplit VCSEL components. In order to meet the growth of AirPods shipment next year, VWL will report new capacity and report that VWL is expected to become another Apple product The potential supplier of 3D sensing components for VCSEL.
In a previous interview with top executives at Apple, BuzzFeed News pointed out that AirPods has a built-in Apple Wi-Fi wireless chip, two accelerometers, two optical sensing elements, an antenna and two beam-forming microphones. Built to listen for up to 5 hours of battery.