Dan Ives, an analyst at WedBush securities, said apple's AirPods wireless headphones could be in short supply during the year-end shopping season due to surging consumer demand.
Ives estimates apple will ship 65 million AirPods this year and 85 million to 90 million next year. The report is another sign that Wall Street sees AirPods as apple's latest hit. Bernstein, Morgan Stanley and barclays all pointed to the growth of AirPods last month as one of the highlights of apple's last quarter.
Apple doesn't break out sales of various headsets individually, but all fall under the "wearables" category. Apple executives also said wearables have emerged as one of the company's strengths, with sales up 54% last quarter.
Apple's latest noise-canceling AirPods Pro, which costs $249, will be "the shining star of black Friday and the holiday shopping season," ives said. He said that while AirPods were on track to account for more than 4 per cent of apple's overall revenue, the product category continued to have an unbeatable tailwind in the form of more than 900m iphones and more than 1.4bn enabled devices.
According to apple's website, if you order a pair of AirPods Pro on the 27th, it won't ship until after Christmas. Apple has asked its manufacturing partners to double production of AirPods Pro to 2 million units per month, the nikkei reported Tuesday.
苹果网站显示，若在27日订购一副AirPods Pro，要等到耶诞节后才会出货。日经新闻27日报导，苹果已要求制造伙伴提高AirPods Pro产量一倍至每月200万副。
AirPods Pro is still in stock at retailers like best buy, wal-mart and target. Ives said retailers' seasonal discounts could boost demand for older AirPods. WedBush securities has an "overweight" rating on apple with a $325 price target.