Kuo: ‘AirPods 3’ Expected to Use Similar System-in-Package Technology as AirPods Pro

Apple’s third-generation AirPods will adopt a compact system-in-package (SiP) solution similar to AirPods Pro, according to the latest research note from TF International Securities analyst Ming-Chi Kuo, obtained by MacRumors.


Apple is expected to launch new entry-level ‌AirPods‌ with a form factor design similar to ‌AirPods Pro‌ in the first half of 2021, and Kuo’s latest note advances his earlier prediction by underlining the need for SiP technology to integrate the earbuds’ audio features into the smaller casing. Introduced in 2019, ‌AirPods Pro‌ feature a different in-ear design to ‌AirPods‌, with shorter stems below the ear.

Based on the so-called “‌AirPods‌ 3” arriving in the first half of next year, Kuo believes current-generation ‌AirPods Pro‌ part suppliers should see component shipments grow an estimated 50 percent to 100 percent year over year. The existing second-generation ‌AirPods‌ are expected to be discontinued when the new models are launched.

Amkor, JCET and Huanxu Electronics are in line to supply the SiP components, while Shin Zu Shing is expected to supply the ‌AirPods‌ case hinge, said Kuo.

Overall ‌AirPods‌ shipments are projected to slow in 2021, with growth expected at 28 percent year on year, compared to an expected 65.1 percent growth year on year in 2020, which Kuo believes will be stimulated by Apple’s decision to sell the “iPhone 12” without wired EarPods included in the box.

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Kuo: Apple to Launch 10.8-Inch iPad Later This Year, 8.5-Inch iPad Mini in 2021

Apple plans to launch a new 10.8-inch iPad in the second half of 2020, followed by a new 8.5-inch iPad in the first half of 2021, oft-reliable analyst Ming-Chi Kuo said today in a research note obtained by MacRumors.



Kuo did not specify if the 10.8-inch iPad model will be a new version of the existing 10.2-inch iPad or the 10.5-inch iPad Air, but he has previously said that the 8.5-inch model will be a new iPad mini. Apple last refreshed the iPad mini in March 2019 with an A12 Bionic chip, an upgraded front camera, and support for the original Apple Pencil.

Kuo expects Apple to include a new 20W power adapter in the box with both iPad models, as seen in leaked photos earlier this week.

As for iPhones, Kuo expects the 20W power adapter to be made available as an optional accessory, meaning that iPhone 12 models would not include a charger in the box. EarPods aren’t expected in the box either.

Related Roundups: iPad mini 5, iPad Air
Tags: Ming-Chi Kuo, TF International Securities
Buyer’s Guide: iPad Mini (Caution), iPad Air (Caution)

This article, “Kuo: Apple to Launch 10.8-Inch iPad Later This Year, 8.5-Inch iPad Mini in 2021” first appeared on MacRumors.com

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Kuo: 24-Inch iMac With New Design to Launch in Fourth Quarter of 2020

Apple plans to launch a 24-inch iMac with a new design in the fourth quarter of 2020, analyst Ming-Chi Kuo said today in a research note obtained by MacRumors.


Earlier this week, Kuo claimed that this redesigned iMac will be one of Apple’s first two Mac models with a custom Arm-based processor, with the other being a future 13-inch MacBook Pro.

Following years of rumors, Apple today confirmed its plans to switch to its own processors for its Macs, promising “incredible” performance and features. Apple said that it plans to release its first Mac with custom silicon by the end of 2020, and it expects to transition its entire Mac lineup away from Intel processors within around two years.

In the meantime, Kuo expects Apple to refresh its existing Intel-based iMac in the third quarter of 2020, which encompasses July through September. It is unclear if this model will feature a new design. Apple last redesigned the iMac in 2012.

A last-minute rumor suggested that Apple was going to unveil its redesigned iMac at WWDC, but the keynote did not include any hardware announcements.

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Kuo: AirPods 3 to Launch in First Half of 2021 With Similar Design as AirPods Pro

Apple plans to launch third-generation AirPods with a similar design as the AirPods Pro in the first half of 2021, according to analyst Ming-Chi Kuo. The second-generation AirPods would be discontinued at that time.



In his latest research note, obtained by MacRumors, Kuo also reiterated that iPhone 12 models will not include EarPods in the box.

More details to follow…

Related Roundups: AirPods 2, AirPods Pro
Tags: Ming-Chi Kuo, TF International Securities
Buyer’s Guide: AirPods (Neutral), AirPods Pro (Buy Now)

This article, “Kuo: AirPods 3 to Launch in First Half of 2021 With Similar Design as AirPods Pro” first appeared on MacRumors.com

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