KGI Securities analyst Ming-Chi Kuo states the AirPods are "the most important accessory in Apple's wireless ecosystem," before predicting the earbuds will be a big seller come next year.
According to note from the analyst obtained by MacRumors, AirPods shipments will double in 2018-- from 13-14 million in 2017 to 26-28 million units. The analyst believes AirPod demand is "strong" and, thanks to improved assembly and increased capacity from manufacturer Luxshare, shipping has been reduced to 1-3 days.
Previously the Airpods were manufactured by one supplier, Invetec, but the addition of Luxshare has helped smooth manufacturing issues. As a result Luxshare might become main AirPod supplier, and even enter the HomePod supply chain.