AirPods shipments have started gaining momentum though second-quarter 2020 volumes may still be unable to match the peak season levels of 2019, according to industry sources.
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The handset market has been hit hard by the coronavirus pandemic, but China is banking on 5G smartphones to help reboot its economy. Chinese vendors are expected to roll out more inexpensive 5G smartphones to stimulate demand. For its 5G infrastructure deployments, China is relying more on Taiwan’s IC design houses for chip support in line with the country’s bid to cut reliance on US supplies. For Apple, its 5G iPhone may come later than expected because of the pandemic; so may its new AirPods Pro.
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