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Analyst Ming-Chi Kuo believes that Goertek has stopped manufacturing of AirPods Professional 2, leaving only one provider producing the complicated units.
After reporting again in 2019 that Goertek and Luxshare can be joint suppliers for the AirPods vary, Kuo now says that Goertek has needed to cease. The corporate has introduced that it has suspended manufacturing on an audio gadget, although it has not confirmed which.
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Apple’s key provider Goertek formally introduced on November 8 that the corporate not too long ago acquired a discover from a serious abroad consumer to droop the meeting manufacturing for a sensible acoustic product. My newest survey is as follows.— (Ming-Chi Kuo) (@mingchikuo) November 8, 2022
“This product could also be Apple’s AirPods Professional 2,” continues Kuo. “Goertek’s suspension of manufacturing is extra seemingly because of manufacturing points reasonably than demand points.”
“To fill the manufacturing hole, Luxshare ICT, the primary provider, has expanded manufacturing and obtained all orders for AirPods Professional 2,” says Kuo, “turning into the unique assembler of AirPods Professional 2.”
“It’s unclear when Goertek will resume manufacturing of AirPods Professional 2,” he continues, “and whether or not the affect of this incident will prolong to Goertek’s next-year Apple orders or different Apple product orders.”
Regardless of the modifications, Kuo says that he estimates Apple will ship round 20 million AirPods Professional 2 for 4Q22.
Goertek shutting down manufacturing does look like over technical points, reasonably than any signal of falling demand. Nonetheless, it comes as Apple has needed to announce delays to its iPhone 14 Professional lineup.