The Wall Street Journal quoted data from Bernstein research firm as saying AirPods sales rose 70 percent to about $2 billion in the second quarter of this year. The Wall Street Journal said AirPods sales growth helped offset the weak trend in the iPhone business and generated revenue growth for Apple. In fact, technology companies have also launched their own wireless headphones in recent years. Microsoft said this month it would sell wireless headphones, and Google said it would launch wireless headphones next year, the Wall Street Journal reported.
（Picture Source:Sogou）
Along with the AirPods Pro heat is the performance of Apple's upstream dealers. According to the financial data released by Lixun Precision, in the first three quarters, the operating income of Lixun Precision reached 37.836 billion yuan, an increase of 70.96 percent over the same period last year, and the net profit of shareholders of listed companies reached 2.888 billion yuan, an increase of 74.26 percent over the same period last year. It is understood that Lixun Precision was previously in charge of AirPods assembly, is one of Apple's important suppliers. Although Lixun Precision also covers many fields, such as cars, communications and so on, since 2010, after cutting into Apple's supply chain, mobile phone parts and components related industries have been involved. Business has gradually become the core business of Lixun Precision. According to semi-annual data, consumer electronics products account for 77.71% of the total revenue of Lixun Precision. In its 2018 annual report, it can be seen that the largest customer rival precise sales account for 44.85%. Although Lixun Precision did not disclose exactly which company the largest customer is, in terms of the ultra-high proportion of revenue for consumer electronics products, industry analysis generally believes that the largest customer is Apple. It is worth mentioning that since the beginning of this year, Lixun Precision's share price has risen by more than 200%, which is obviously related to the sales of Apple headphones. Climbing is inextricably linked. In fact, not only is Lixun Precision, but other Apple headphone suppliers have also gained a lot this year. For example, Weir shares responsible for the supply of AirPods overvoltage protective components (107.280,-2.71,-2.46%) (603501. SH) shares are up nearly 270 per cent so far at the start of the year; Pengding Holdings, which supplies AirPods FPC components (45.740,1.593.60 per cent) (002938.SZ), has risen about 170 per cent so far at the beginning of the year; responsible for supplying AirPods MEMS silicon Shares in 002241.SZ have also risen about 170 per cent since the start of the year. It can be seen that with the gradual expansion of the TWS headset market represented by AirPods, the relevant suppliers in the upper reaches of the industry have also ushered in new development opportunities. Anxin Securities said that the industrial chain of TWS headphones is mainly divided into wireless headphones and charging boxes, including upstream chips, mid-stream components and downstream module contract construction. Among them, contract assembly accounts for about 40% of the total cost. According to the industrial chain research, Airpods contract construction is about 600 yuan, other brands average about 200 yuan, so the market The field space is the largest. Based on the total shipment of 150 million units in 2020 and Apple's 50 per cent share, the total market space for contract assembly is 60 billion yuan and is expected to approach 100 billion yuan by 2021.
Noise reduction function is the biggest feature of the new version of AirPods. According to the introduction of Apple's official website, AirPods Pro adds the active noise reduction function on the basis of keeping the previous generation small and true wireless, in addition to continuously adjusting according to the geometric structure of the user's ear and the fitting degree of the earplugs to block the external noise, the extroversion will detect the external sound waves, and the AirPods Pro will cancel it out with the equivalent anti-noise sound waves, thus realizing noise reduction. Headphones are designed in an earpiece, and three earplugs of different sizes are available for consumers to choose from. Apple officials say, AirPods Pro The anti-noise function will continue to release anti-noise waves at a frequency of 200 times per second, resulting in purer sound quality. In addition, long press the strength sensor on the headset, users can also switch between noise reduction mode and penetration mode, so that external sound can enter, in case of unexpected needs. In addition, the introverted microphone detects whether there are redundant sound waves in the ear and then counteracts them with anti-noise waves. Apple said the H1 chip, which has 10 audio cores, has a very low audio processing delay and makes real-time noise reduction possible. In terms of battery life, Apple's official website said that the longest duration of a single charge Up to 4.5 hours, the battery can be recharged for more than 24 hours and talk for more than 18 hours. Since Apple first launched its wireless headset AirPods, in 2016, wireless headphones have become Apple's star product.
On October 29, Apple Inc released a new generation of AirPods Pro, on its official website, which supports active noise reduction based on the information released on its website, which can be renewed for up to 4.5 hours. The product will be officially on sale on October 30th and the Bank of China version will be sold for 1999 yuan.
