Apple's AirPods headphones could see shortages during the holiday season after a surge of consumer demand, Dan Ives from wall street firm Wedbush wrote in a note on Wednesday.
Ives estimates that Apple could ship 65 million AirPods in 2019, and potentially reach 85 million to 90 million units shipped in 2020.
Apple's newest model, the $249 noise-cancelling AirPods Pro, is poised to be โa clear star of Black Friday and the holiday season,โ Ives wrote.
โWhile AirPods today are on a trajectory to represent ~4%+ of overall revenues, this product category continues to speak to the unparalleled flywheel,โ Ives wrote, citing the huge benefit of having more than 900 million iPhones and over 1.4 billion active devices on the market.
This is in line with a Wednesday report from Nikkei that said Apple is set to partner with a Chinese manufacturer to meet the booming demand of its AirPods Pro wireless earphones.
The move occurred due to surging demand for the wireless earphone units. Notably, Apple is known to have lobbied against the tariffs that are imposed on Chinese manufactured products.
Apple has turned towards Luxshare-ICT to double the production of the AirPods Pro earphones at its Chinese facility.
The production units will see an increase to 2 million units a month. Furthermore, Apple has also asked another Chinese company by the name of GoerTek to boost production at their Vietnam-based factories for the base AirPods variant, the world's best-selling wireless earbuds.
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