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On the morning of April 24, Tianfeng Securities analyst Guo Mingji released an investigative report saying that after the outbreak of the new crown epidemic, demand for second-generation AirPods was significantly reduced and demand for AirPods Pro increase. We estimate that second-generation AirPods and AirPods Pro shipments in the first quarter of 2020 will be approximately 18-20 million units and 6-7 million units, respectively.
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“Guo Mingchi: Forecasting 80 to 90 million AirPods Series Shipments in 2020”
Guo Mingji predicts that second-generation AirPods will decrease significantly by 35-40% to 11-13 million units in the second quarter of 2020, and predicts that AirPods Pro will grow significantly by 60-70% to 11-13 million units. in the second quarter of 2020. Department
Guo Mingji believes that the increase in demand for AirPods Pro cannot compensate for the decrease in demand for the second generation of AirPods. It predicts AirPods series shipments will be approximately 80-90 million units in 2020, which is below the market consensus of 1-120 million units before the outbreak and after the outbreak. 95 million-100 million units of market consensus.
Among them, Guo Mingji estimated second-generation AirPods shipments to be approximately 50-55 million units in 2020, lower than the market consensus of 85-90 million units before the outbreak and 75 million-80 million units after the outbreak. Shipments of AirPods Pro are estimated to be approximately 35-40 million units in 2020, significantly more than the market consensus of 24-26 million units.
For new products, Guo Mingji predicts that high-end head-mounted products will go into mass production in mid-2020. The third generation of AirPods went into mass production in the first half of 2021. The biggest change in the Internal design is to abandon the soft and hard + SMT board used in the second generation AirPods and adopt SiP instead. The second generation of AirPods Pro entered mass production in the fourth quarter of 2021 and the first quarter of 2022. This product will continue to use the SiP design of AirPods Pro. The market expects new AirPods in the second half of 2020. Guo Mingji believes which may be a new Beats model.
“Guo Mingchi: The third generation of AirPods will be mass produced in the first half of 2021”
On the morning of April 24, Tianfeng Securities analyst Guo Mingji released an investigative report saying that after the outbreak of the new crown epidemic, demand for second-generation AirPods was significantly reduced and demand for AirPods Pro increase. We estimate that second-generation AirPods and AirPods Pro shipments in the first quarter of 2020 will be approximately 18-20 million units and 6-7 million units, respectively.
Guo Mingji predicts that second-generation AirPods will decrease significantly by 35-40% to 11-13 million units in the second quarter of 2020, and predicts that AirPods Pro will grow significantly by 60-70% to 11-13 million units. in the second quarter of 2020. Department
Guo Mingji believes that the increase in demand for AirPods Pro cannot compensate for the decrease in demand for the second generation of AirPods. It predicts AirPods series shipments will be approximately 80-90 million units in 2020, which is below the market consensus of 1-120 million units before the outbreak and after the outbreak. 95 million-100 million units of market consensus.
Among them, Guo Mingji estimated second-generation AirPods shipments to be approximately 50-55 million units in 2020, lower than the market consensus of 85-90 million units before the outbreak and 75 million-80 million units after the outbreak. Shipments of AirPods Pro are estimated to be approximately 35-40 million units in 2020, significantly more than the market consensus of 24-26 million units.
For new products, Guo Mingji predicts that high-end head-mounted products will go into mass production in mid-2020. The third generation of AirPods went into mass production in the first half of 2021. The biggest change in the Internal design is to abandon the soft and hard + SMT board used in the second generation AirPods and adopt SiP instead. The second generation of AirPods Pro entered mass production in the fourth quarter of 2021 and the first quarter of 2022. This product will continue to use the SiP design of AirPods Pro. The market expects new AirPods in the second half of 2020. Guo Mingji believes which may be a new Beats model.
Guo Mingchi:The Apple headphones will be in mass production by the middle of the year. “
On the morning of April 24, Tianfeng Securities analyst Guo Mingji released an investigative report saying that after the outbreak of the new crown epidemic, demand for second-generation AirPods was significantly reduced and demand for AirPods Pro increase. We estimate that second-generation AirPods and AirPods Pro shipments in the first quarter of 2020 will be approximately 18-20 million units and 6-7 million units, respectively.
Guo Mingji predicts that second-generation AirPods will decrease significantly by 35-40% to 11-13 million units in the second quarter of 2020, and predicts that AirPods Pro will grow significantly by 60-70% to 11-13 million units. in the second quarter of 2020. Department
Guo Mingji believes that the increase in demand for AirPods Pro cannot compensate for the decrease in demand for the second generation of AirPods. It predicts AirPods series shipments will be approximately 80-90 million units in 2020, which is below the market consensus of 1-120 million units before the outbreak and after the outbreak. 95 million-100 million units of market consensus.
Among them, Guo Mingji estimated second-generation AirPods shipments to be approximately 50-55 million units in 2020, lower than the market consensus of 85-90 million units before the outbreak and 75 million-80 million units after the outbreak. Shipments of AirPods Pro are estimated to be approximately 35-40 million units in 2020, significantly more than the market consensus of 24-26 million units.
For new products, Guo Mingji predicts that high-end head-mounted products will go into mass production in mid-2020. The third generation of AirPods went into mass production in the first half of 2021. The biggest change in the Internal design is to abandon the soft and hard + SMT board used in the second generation AirPods and adopt SiP instead. The second generation of AirPods Pro entered mass production in the fourth quarter of 2021 and the first quarter of 2022. This product will continue to use the SiP design of AirPods Pro. The market expects new AirPods in the second half of 2020. Guo Mingji believes which may be a new Beats model.
