Analyst Ming-Chi Kuo has shared a new research note via the investment firm TV International Securities and the folks at MacRumors have been able to get their hands on it. In that note, Kuo says that Apple will be making several changes to which companies it uses for its Apple Watch, AirPods Pro, and iPod touch manufacturing.
The AirPods Pro, for example, will see a Chinese company join existing supplier Luxhshare Precision, presumably to help cope with what is expected to be a year of huge demand.
For starters, Kuo expects Chinese company Goertek to begin assembly of AirPods Pro in the first half of the year. The addition of a second supplier alongside Luxshare Precision should help improve supply of the popular earphones, which continue to face multi-week shipping estimates on Apple.com.
Moving on, Luxshare will replace Quanta Computer as the sole supplier of the S-series chips that will power Apple Watch Series 6 later this year. There’s more bad news for Quanta with the news that it will also be replaced by BYD Electronic when it comes to the manufacturing of iPod touch devices.
And last, Kuo expects Chinese manufacturer BYD Electronic to replace Quanta Computer as the sole assembler of the iPod touch in 2020, as well as obtain at least 10-20 percent of non-cellular iPad orders. Naturally, if this goes well, the company is expected to receive an even larger percentage of orders in 2021 and beyond.
Who knows, maybe this will mean the iPod touch will get some much needed attention from Apple in 2020.
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