The analyst does not go into much detail about what exactly will change in the next-generation model, however he notes that they will adopt a smaller quartz component. AirPods are also sold out in Apple Stores as well as online.
In 2018, we predict AirPods shipments will grow 100% YoY to 26-28mn units. We forecast the ASP of RFPCB for upgraded AirPods in 2H18 may increase, further benefiting business momentum of Unitech and Compeq.
Apple previewed AirPower and the new AirPods charging case at the September event, alongside iPhone X. It demoed the product - the first inductive charging to mat able to charge an iPhone, Apple Watch and AirPods simultaneously - but did not talk availability or pricing.
Even Apple's own online store is now showing them out of stock, and listing January 5 as the earliest shipping date for its wireless headphones. The best promise to date is a release "early next year".
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Demand and supply gap for the AirPod meanwhile isn't anything new given that the same has existed since it was launched in December previous year.
Apple wireless AirPods headphones have become the latest casualty in the rush towards Christmas, with the online store out of stock until the New Year. What's more likely is that AirPods are such a popular holiday gift that Apple simply can't keep up with demand.
Despite launching one year ago, Apple AirPods remain in short supply. Apple, like most smartphone manufacturers, generally sticks to a yearly release schedule when it comes to their new flagships.