Recently, Tian Feng International’s analyst “Ming-Chi Kuo” released a new exposure. According to him, Apple is raising 2020 AirPods sales to 93.8 million units. It was 80-90 million units last year. It is also expected that the sales of Airpods may increase in the 2nd half of 2020.
There are three reasons explained by the analyst behind this whole scenario. The first reason is that the new upcoming iPhone 12 Series may cancel the EarPods from iPhone’s box, increase the demand for lower-priced AirPods 2 (second-generation AirPods). The second reason is that this may end the inventory depletion of AirPods 2 in the 2nd Quarter of 2020. The third reason is that Apple may have a promotion plan for Airpods in 2nd half of 2020.
Currently, the sales of Airpods are at their lowest in the on-going year (2020). But it is most likely that these plans of Apple may cause an increase in the sales of Airpods. Affected by the virus epidemic and destocking, the deficient demand of AirPods 2 led Apple to a decline in sales of about 29% QoQ to 17.2 million units in the 2nd quarter of 2020.
However, from Apple’s new strategy. AirPods 2 demand may be resume from the 3rd quarter of 2020 to maintain strong order with AirPods Pro. AirPods shipments are expected to grow strongly by 40% QoQ, 44% YoY in the 3rd Quarter of 2020, and 17% QoQ, 39% YoY in the 4th Quarter of 2020.
At present, the cheapest wireless headset on Apple’s official website is BeatsX priced at 112 USD. And the price of AirPods (2nd generation) is about 176 USD, customers may not pay, but choose to continue the use of low priced EarPods for only $29 (available on Apple website). Of course, this move may also force users to buy other brand’s headphones.