Barclays Says AirPods Continue to Grow, HomePod Sales Have Been Underwhelming

Discussion in 'MacRumors.com News Discussion' started by MacRumors, Mar 9, 2018.

  1. MacRumors macrumors bot

    MacRumors

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    Barclays analyst Blayne Curtis and his associates recently spent a week in Asia meeting with companies within Apple's supply chain, and today they shared research on iPhones, AirPods, and the HomePod gathered from their trip.

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    In terms of AirPods, the analysts expect Apple will continue to increase production of the wireless earphones. Barclays forecasts that AirPods shipments will likely approach 30 million units in 2018, within the ballpark of KGI Securities analyst Ming-Chi Kuo's estimate of 26-28 million units.

    AirPods remain backordered on Apple's online store, with orders placed today estimated for delivery within 12 to 13 days in the United States and several other countries. The wireless earphones have been in short supply since December after availability briefly improved during the fall months.

    The lengthy shipping estimates for AirPods suggests Apple may still be having difficulties manufacturing the wireless earphones, can't keep up with strong demand, or is dealing with some combination of those two factors.

    Apple doesn't disclose AirPod sales, but chief executive Tim Cook said the company's total revenue from wearables was up almost 70 percent year over year. Apple's broad "Other Products" category, including AirPods, Apple TV, and Apple Watch, set a new all-time record with $5.5 billion in revenue last quarter.

    In contrast with the popularity of AirPods, Barclays says HomePod sales have been "underwhelming" so far. The research note says Apple planned an initial production run of 6-7 million units, but it's unclear how many have sold.

    Apple will soon release a wireless charging case for AirPods to be used with its upcoming AirPower charging mat. Beyond that, Bloomberg reported that Apple may release new AirPods with "Hey Siri" functionality as early as this year, and a subsequent pair with water resistance as early as next year.

    Barclays also believes Apple will release a new pair of AirPods in early 2019, but it's unclear if they are referring to the pair with "Hey Siri" functionality or the subsequent water-resistant ones.

    And for the HomePod, a relatively sketchy rumor out of China suggests Apple may release a smaller version of the speaker later this year for between $150 and $200 in the United States. No further details were provided.

    The research note corroborates Apple's widely rumored plans to launch a new iPhone X, a so-called iPhone X Plus, and a lower-priced 6.1-inch iPhone X-like device with some design compromises such as an LCD instead of OLED display, 3GB of RAM instead of 4GB, a single-lens rear camera, and no 3D Touch.

    An excerpt from the research note, edited slightly for clarity:
    The information about the new iPhones is entirely in line with research previously shared by KGI Securities analyst Ming-Chi Kuo.

    Article Link: Barclays Says AirPods Continue to Grow, HomePod Sales Have Been Underwhelming
     
  2. GadgetBen macrumors 6502a

    GadgetBen

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    Because Siri is rubbish and it can't even do the same tasks as Siri on the iPhone.
     
  3. kuwxman macrumors 6502

    kuwxman

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    What did they expect? It has extremely limited capabilities versus the infinitely cheaper Amazon and Google options.
     
  4. Nimrad macrumors 6502

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    #4
    It's a speaker.
     
  5. iapplelove macrumors 68040

    iapplelove

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    I have yet to speak to one person in my day to day life that purchased or wants to purchase a HomePod.
     
  6. HarryKeogh macrumors 6502a

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    #6
    Improve Siri and I will gladly buy one. I got a Google Home for free and hate not being able to use it to the fullest (I'm an Apple Music subscriber).

    Obviously, they have intelligent people working on it and they have all the resources so what's so special about Apple that their assistant is easily the worst of the bunch?
     
  7. thasan macrumors 6502a

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    #7
    since you are using the word infinite....."it sounds infinitely better than amazon and google options" ;)
     
  8. bruinsrme macrumors 603

    bruinsrme

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    #8
    Don't get out much? (kidding)
     
  9. cknibbs macrumors member

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    #9
    They only launched it in three countries... maybe open it up to other ones?
     
  10. StevieD100 macrumors 6502

    StevieD100

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    #10
    So...
    - Phones, especially the iPhone X, aren't selling.
    - Homepod isn't selling in the tens of millions
    - Apple Watch isn't selling in the tens of millions
    - Mac's are Meh!
    - iPads? Who uses a tablet these days.

    Result?
    - Apple is doomed. Sell, sell, sell.
     
  11. Stella macrumors 604

    Stella

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    #11
    So why do Apple advertise Siri on its product page?

    https://www.apple.com/homepod/

    "Home to an intelligent assistant."

    "HomePod is great at playing your music. But it can also tell you the latest news, traffic, sports, and weather. Set reminders and tasks. Send messages. Hand off phone calls. And HomePod is a hub for controlling your smart home accessories — from a single light bulb to the whole house — with just your voice.2"
     
  12. mi7chy macrumors 601

    mi7chy

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    #12
    Have yet to see anyone wearing those cigarette butts in public. If it's really true people are buying them then they must be using them in private.
     
  13. iapplelove macrumors 68040

    iapplelove

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    Between work and other activities, I’m out pretty often.
     
  14. noles1983 macrumors regular

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  15. macsrcool1234 macrumors 65816

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    #15
    what did they expect? siri is absolute dogshit. the fact that the speaker is very good doesn't help much when you consider that doesn't even have an input.
    --- Post Merged, Mar 9, 2018 ---
    Fuuny, but true. They look awful and they fit awful - but the convenience is amazing. i have two iphones, two macbooks, and as cringey as this sounds...it just works. I also hacked together wireless charging using the method going around on the internet and it really does make it worthwhile.
     
  16. kodos macrumors 6502

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    #16
    I don't think anyone expected HomePod sales to be impressive. Probably the v2 product when they can introduce a cheaper (but still high quality) speaker with an improved Siri. Lack of Spotify kills it for our house. Not to mention you need an iPhone. We are Android on our phones even though we have Macs.

    As far as Apple being "doomed"? Hardly. The problem is the other guys just don't have their act together either. Either Microsoft or Google could be a threat to Apple's dominance, if they really sweated the details.
     
  17. macsrcool1234 macrumors 65816

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    #17
    you must have missed the part about Siri
     
  18. Rigby macrumors 601

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    #18
    I see people running around with them every day. They are becoming very common around here.

    IMO the Airpods are the ultimate earphones for hands-free phone calls. I use them for almost all my calls now. They are also pretty good for music listening as long as the environment isn't too noisy. I just wish they had better and more reliable gesture controls (including volume adjustment).
     
  19. diamond3 macrumors 6502a

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    #19
    As a HomePod owner, it sounds amazing, looks nice and the mic pickup is incredible compared to my limited interaction with Alexa devices. I have promise apple will provide an update in the near future for Siri functionality which is why I wasn't too annoyed with the product going into it. WWDC better provide some nice Siri updates.

    I've been trying to use Apple Music and I think they need to blow up the entire iTunes experience with Apple Music. It's bad (IMO). The navigation of everything between buying music at the store, my library and Apple Music is a complete miss. For such a popular service, I feel like it's one of apple's worst designs.
     
  20. boshii macrumors 68040

    boshii

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    #20
    Outside of die-hard Apple fans I’m not sure who they expected to buy the HomePod when there are cheaper options that sound comparable, do more, and work with other music services besides Apple Music.
     
  21. jerry16 macrumors regular

    jerry16

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    #21
    8131F84B-F62D-40DC-80AC-9661D516DE86.jpeg

    Can't imagine why anyone wouldn't want this entirely competent assistant for the low price of $350
     
  22. Heineken macrumors 6502

    Heineken

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    #22
    That's what she said.
     
  23. crsh1976 macrumors 6502a

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    #23
    Yeah, no, at least it depends - this thing has a serious identity crisis.
     
  24. CLS727 macrumors member

    CLS727

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    San Diego, CA
    #24
    Siri is a problem for ALL Apple devices.... so many simple things it cannot do... why can't I tell my phone to do something on my TV? Why can't my TV do things on my phone?

    Siri needs to be an iCloud service that works exactly the same no matter which of your devices/computers you access it through.
     
  25. DotCom2 macrumors 68040

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