Can Apple's AirPods Create a New Boom After the iPhone?



Sales of Apple's wireless earphones '

AirPods ' are very strong, with sales of iPads and more in 2019, and the canal type ' AirPods Pro ' has also appeared. AirPods that support Apple's sales are often treated as accessories for iPhones and iPads, but as mentioned earlier, they are spreading widely throughout the world, so the technology will be 'The next main product of iPhone?' Discussed by a family blogger Kevin Luke .

Apple AirPods: iPhone Accessory Or The Next Big Thing?
https://www.kevinrooke.com/post/apple-airpods-iphone-accessory-or-the-next-big-thing

Mr. Luke said, 'We have recorded sales of $ 12 billion (about 1.3 trillion yen), a growth rate of more than 125% compared to the previous year for the second consecutive year, and gross profit comparable to Apple (30-50 Imagine a startup with $ 50 billion (about 5.4 trillion yen) or $ 100 billion (about 11 trillion yen)? A business is Apple's AirPods, 'explains how the business of AirPods can be valuable.



Apple's AirPods are the fastest growing businesses in Apple's business. Looking back at Apple's release of AirPods in 2016, Luke said, 'Many consumers thought AirPods was only an add-on to raising the selling price of iPhones.'

Mr. Luke described AirPods as `` an idea to enable EarPods (earphones attached to iPhone) to be sold as a second product '', and evaluated it as a `` wise move '' for Apple to gradually increase revenue. Is. However, the success of AirPods is 'more than the success that Apple initially expected', he wrote, 'AirPods may be more than just iPhone accessories.'



Luke is particularly interested in AirPods sales.

Apple has sold about 215 million iPhones annually since 2017. Since the iPhone sales price is about $ 1000 (about 108,000 yen), the annual sales can be estimated to be about $ 215 billion (about 23 trillion yen). This accounts for about 80% of Apple's total sales.

Apple, on the other hand, has not disclosed AirPods sales figures, but it is estimated that AirPods sales figures in 2017 were around

15 million units . Since the selling price of AirPods is $ 150 (about 16,000 yen), the annual sales will be about 2.25 billion dollars (about 240 billion yen), which is equivalent to about 1% of the total iPhone sales.

In addition, sales of AirPods are estimated at 35 million units in 2018, and total sales of AirPods increased to $ 5.25 billion (about 570 billion yen). This figure is about 2.4% of total iPhone sales.

In 2019, AirPods' estimated sales increased to 60 million units . A special case that can be wirelessly charged has also appeared in 2019, and the price of this case and AirPods set is $ 200 (about 22,000 yen), the selling price of AirPods Pro is $ 250 (about 20,000) 7000 yen). Assuming that AirPods, the wireless charging case version of AirPods, and AirPods Pro are evenly sold, the total sales of AirPods can be estimated at about $ 12 billion (about 1.3 trillion yen), which is the total iPhone sales It is equivalent to 4.5%.



The ratio of 4.5% does not feel so large. However, sales of AirPods increased 133% year-on-year in 2018 and 128% year-on-year in 2019 based on the estimated sales volume, and the growth rate is excellent.

In addition, comparing AirPods sales to the world's top technology companies gives you a better idea of how AirPods are selling. AirPods sales are exceeding the sales of companies such as Adobe, NVIDIA, AMD and Spotify, and if similar growth (growth rate of 125% or more) is achieved in 2020, `` AirPods alone will record sales above Uber 'Luke said.



And, of course, AirPods is only part of Apple's audio business. Apple acquired Beats in 2014, but audio equipment of the brand is not included in AirPods sales.

Luke wrote, 'Since the number of operating iPhones exceeds 900 million ,' AirPods sales volume has room for further growth in the future. ' He noted that if AirPods sales increased, 'it is likely to be greatly reflected in Apple's stock price.'

Furthermore, it is reported that AirPods will have a dedicated OS in 2020, and audio-related applications such as TTYL and Yac are attracting attention , so further growth is expected in the future.



Mr. Luke wrote, `` If Apple can correctly build the ecosystem of AirPods and audio-related applications, Apple will be able to increase the unit price of AirPods without reducing the demand, '' depending on Apple's strategy to AirPods Pointed out that more growth could be expected.

The smartphone market is already said to be saturated, and demand for high-end smartphones is decreasing year by year. However, Luke says that if Apple could turn AirPods into a hit product like the iPhone, it would be possible for the company to grow further.

Survey results that consumers who spend more than 100,000 yen on smartphones have fallen to less than 10%-gigazine



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