Ming-Chi Kuo Expects Upgraded AirPods to Launch in Mid to Late 2018

MacRumors

macrumors bot
Original poster
Apr 12, 2001
7,401
8,478



Apple will release an upgraded version of AirPods in the second half of 2018, according to KGI Securities analyst Ming-Chi Kuo.


An excerpt from Kuo's latest research note, a copy of which was obtained by MacRumors:
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.
Kuo said one internal change on the second-generation AirPods will include a "smaller quartz component," but he didn't provide any further details about new outward-facing features or improvements to expect.

Kuo said the new AirPods will continue to be assembled by Taiwanese manufacturer Inventec, with individual components supplied by fellow Taiwanese companies such as Unitech, Compeq, TXC, and HLJ.

Apple will also be releasing a new inductive AirPods charging case that will enable the wireless earphones to be charged with its new AirPower charging mat, which it said launches at some point in 2018.

Apple teased the AirPower mat at its iPhone X event back in September. It will be able to charge the Apple Watch Series 3, an iPhone X or iPhone 8 model, and AirPods inside the new charging case simultaneously.


As for the current AirPods, Kuo said Apple's suppliers are unable to make them quick enough to fully satisfy what he believes is robust holiday season demand, which likely explains why AirPods are sold out until January.

Kuo, who keeps a close eye on Apple's supply chain in Asia, said Apple has recruited Luxshare to help make AirPods, but RF printed-circuit boards for AirPods batteries are proving to be a key production bottleneck.

Kuo also reiterated his estimate that AirPods shipments will double in 2018 to 26-28 million units on a year-over-year basis, suggesting Apple will have sold around 13-14 million AirPods worldwide by the end of this year.

Article Link: Ming-Chi Kuo Expects Upgraded AirPods to Launch in Mid to Late 2018
 

jclardy

macrumors 68040
Oct 6, 2008
3,394
1,943
What I want in AirPods 2:

- Wireless charging case included (hopefully that works on the same Qi charger for iPhone, but it might be too small for that.)
- Touch strip to allow for more precise controls on device. Slide up to increase volume, slide down to decrease. Keep the double tap controls, maybe add a single tap option to the top or bottom for next/previous.

Other than that, improved sound quality. I'm quite happy with everything else, even battery, though I guess battery on each individual AirPod could be improved. The case battery has been fine for me, I charge about once a week.
 

HopefulHumanist

macrumors 6502a
Jan 28, 2015
753
519
Better sound and noise cancelling and I’m in.
If they do this, I hope they a version without the noise cancellation. One of my favorite things about the AirPods is that I am not oblivious to the outside world while wearing them. I really like they I can still hear people trying to get my attention when I’m wearing them.
 
If they do this, I hope they a version without the noise cancellation. One of my favorite things about the AirPods is that I am not oblivious to the outside world while wearing them. I really like they I can still hear people trying to get my attention when I’m wearing them.
"Noise cancelling" doesn't cancel all noise- just repetitive noise (like the steady noise of a jet engine). Human voices are not canceled.

Update: since posting this, I've had enough replies to cast this particular confidence in doubt. So, in my own experience with Bose QC headphones, noise cancelling does not cancel out human voices. Yes, everything is quieter with ears covered, but my own ears can still hear people talking (muffled, not as clear as uncovered ears) even with the noise cancel circuit is on and basically "removing" something like the drone of an airplane engine. Apparently others have experiences where noise canceling actually cancels up to all noise. That's not my own experience with NC, nor have I ever read that in any reviews for any NC headphone devices.
 
Last edited:

votdfak

macrumors 6502
Mar 15, 2011
296
163
I love my Airpods. Transparency and SQ is fine by me, I definitely need to hear surroundings when I am walking or riding bicycle. I don't need NC, what i would like is few more gestures, more stable connectivity, availability out of the gate, and that's about it.
 

JimmyBanks6

macrumors regular
Oct 4, 2017
161
669
"Noise cancelling" doesn't cancel all noise- just repetitive noise (like the steady noise of a jet engine). Human voices are not canceled.
New noise cancelling headphones do manage to cancel some non-white noise.

Bose Quietcontrol 30 neckbuds my mother inlaw got me for christmas last year, I've always been amazed just how fast they process sound and cancel, the modern tech is much much improved over older tech.

I wear them at work and I've had my supervisor come talk to me and I can't make out anything he says when they are in when he speaks at a normal office tone. You can hear words but they're muffled enough by the active cancellation that they're jumbled and hard to define.
 

Boatboy24

macrumors 6502a
Nov 4, 2011
993
967
1 Infinite Loop
Better sound quality. While, admittedly, I haven't listened to them, I've read they are 'better' then the ear pods. Those never sounded very good to me at all. I've tried a few other pairs and haven't loved them either. So even though I have an AW, I'm still using my phone and Bose Soundsports when running.
 

mozumder

macrumors 6502a
Mar 9, 2009
834
2,295
Why was noise-canceling not included in the first-generation? It has all the hardware for it.
 

gsmornot

macrumors 68040
Sep 29, 2014
3,065
2,463
I said no to these over and over until a few months ago I just said what the heck and well, why did I wait so long. Not sure what's next but I have no complaints at the moment. Battery life can be better on the ear pods themselves no complaints on the overall package for battery life. With the charging case I get plenty of time.

If I were to ask for anything, maybe stop people looking at me funny when I wear these shopping. Maybe I'm paranoid but I swear people are looking at me funny with these in my ears. I still do it anyhow.
 

NeuralControl

macrumors 6502a
Dec 3, 2009
917
30
I just recently decided that I would put holiday gift cards towards AirPods. I wonder just how late into 2018 the next generation will be released.