KGI: Apple to ship >25 million AirPods in 2018, double 2017 sales
KGI remains very bullish on the uptake of Apple’s truly-wireless AirPods earbuds ($159: eBay, Best Buy). In a new report published today, Ming-Chi Kuo says that he expects Apple to double shipments of the AirPods in 2018. This would equate to shipments in the range of 26-28 million units.
AirPods have been supply constrained since their introduction in December 2016. Only in the last few weeks has availability improved to the point where the Apple Online Store reports 1-3 day delivery estimates.