
We believe demand for AirPods has been strong, and note that the shipping time of the product on Apple's official shopping website has shortened to 1-3 days, mainly thanks to an improved assembly process and increased capacity from Luxshare as the new assembler […] We expect AirPods to remain one of the most popular Apple accessories in 2018, with shipments likely to rise 100% YoY to 26-28mn units next year.
Luxshare has improved its assembly process and increased production capacity to help Apple catch up to demand. It could become the main assembler of AirPods next year with more orders than Inventec.
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