Kuo: AirPods With Wireless Charging Case Expected in Early 2019, All-New Model in Early 2020
In a brief research note highlighting Apple's suppliers for its popular AirPods wireless earphones, noted analyst Ming-Chi Kuo predicts that new AirPods with a wireless charging case will debut in the first quarter of 2019, with an "all-new design model" following in the first quarter of 2020. The updates are predicted to drive strong sales growth for the product.
We attribute AirPods' dramatic growth (14–16mn, 26–28mn, 50–55mn, 70–80mn and 100–110mn units in 2017, 2018, 2019, 2020, and 2021, respectively) to 1) the upgraded model with wireless charging support to benefit shipments to launch in 1Q19, 2) the all-new design model to boost replacement demand to launch in 1Q20, 3) an innovative user experience, and 4) high integration with iOS and Mac products. In summary, AirPods is Apple's most popular accessory ever, and it currently has the best growth momentum among Apple products.
Kuo notes that fewer than 5 percent of iPhone users currently own AirPods, and with over 1 billion iPhone users worldwide, there are "great potential growth opportunities" for the accessory.
Nearly a year ago, Kuo predicted Apple would launch upgraded AirPods in the second half of 2018, but Apple's difficulties in bringing its AirPower charging mat to market have undoubtedly impacted its AirPods plans to some degree. Just ahead of Apple's October media event, Kuo noted he was uncertain about the timing for an AirPods update, indicating it could come late in the fourth quarter or early in the first quarter of 2019.
Popular Stories
Bloomberg's Mark Gurman has high expectations for Apple's first foldable iPhone.
In his Power On newsletter today, he said the foldable iPhone will be "the most significant overhaul in the iPhone's history."
"iPhone 4, iPhone 6 and iPhone X were clearly a big deal, but this is a whole new design," he said.
Like Samsung's Galaxy Z Fold 7, the foldable iPhone will reportedly open up like ...
iOS 26.5 is now available for developers, and while it doesn't include any new Siri capabilities, there are some major changes for the European Union, and smaller tweaks for features available worldwide.
Suggested Places
In the Maps app, there's a new "Suggested Places" feature that recommends locations to visit based on trending places nearby and recent searches. When Apple launches ads in ...
Apple has been celebrating its upcoming 50th anniversary by hosting surprise performances and other events around the world over the past few weeks, and now Bloomberg's Mark Gurman has revealed details about the company's grand finale.
In a social media post, Gurman said Apple's celebrations will conclude this week with a finale at its Apple Park headquarters for employees.
A special...
Popular Stories
While the AirPods Pro 3 launched just six months ago, it has been rumored that Apple plans to unveil new AirPods Pro this year.
Instead of AirPods Pro 4, it has been rumored that the new AirPods Pro will be a higher-end version of the AirPods Pro 3. This would be similar to the regular AirPods 4, which are available in two versions, with and without active noise cancellation.
According to ...
Apple's second-generation MacBook Neo will launch in 2027 and could feature a touchscreen, according to analyst Ming-Chi Kuo.
Apple this week announced the MacBook Neo, an all-new entry-level Apple laptop that starts at $599, with education pricing at $499. The MacBook Neo is designed to compete with lower-cost Windows laptops and Chromebooks, while expanding the Mac lineup with a...
Apple's second-generation MacBook Neo may not feature a touch-capable display after all, according to industry analyst Ming-Chi Kuo.
In a report dated September 2025, Kuo accurately predicted that the MacBook Neo would enter mass production in the fourth quarter of 2025, noting that it would not feature a touchscreen. In the same report, however, the analyst said he believed Apple...
