Shulou(Shulou.com)11/24 Report--

CTOnews.com January 12 news, analyst Guo Mingyi tweeted today that according to the latest survey, Hongteng Precision (FIT) (a subsidiary of Hon Hai Group) may replace Gore as the new assembler of AirPods and therefore benefit significantly. The next generation of AirPods models are expected to ship in large quantities in 2H24 or 1H25, including a low-cost version of AirPods (Apple aims to price at $99) and a new AirPods Max, assembled by Lixun Precision and Hongteng Precision.

Guo Mingyi said that Apple's AirPods assembly and Hon Hai's electric vehicle / MIH alliance are expected to be driven by Hongteng's strong growth in the coming years.

According to Haitong international analyst Jeff Pu recently revealed that Apple is currently developing a new "AirPods Lite" to compete with cheaper wireless headphones. AirPods shipments are expected to fall from 73 million in 2022 to 63 million in 2023. This is partly due to "weak demand for AirPods 3" and that Apple may not release a new AirPods this year.

CTOnews.com learned that in November last year, Gale issued an announcement that it had received a notice from a major customer abroad to suspend production of one of its intelligent acoustic machine products. It is emphasized in the announcement that this business change is expected to affect the operating income of no more than 3.3 billion yuan in 2022, accounting for about 4.2% of the company's audited operating income in 2021. Subsequently, analyst Guo Mingyi said that the product that Gale suspended production may be AirPods Pro 2, or because of production problems, rather than demand problems. Guo Mingyi is also called to fill the production gap. Apple's first supplier, Lixun Precision, has expanded production and won all orders for AirPods Pro 2, making it the exclusive assembler of AirPods Pro 2.

Welcome to subscribe "Shulou Technology Information " to get latest news, interesting things and hot topics in the IT industry, and controls the hottest and latest Internet news, technology news and IT industry trends.