We believe demand for AirPods has been strong, and note that the shipping time of the product on Apple's official shopping website has shortened to 1-3 days, mainly thanks to an improved assembly process and increased capacity from Luxshare as the new assembler […] We expect AirPods to remain one of the most popular Apple accessories in 2018, with shipments likely to rise 100% YoY to 26-28mn units next year.
Luxshare has improved its assembly process and increased production capacity to help Apple catch up to demand. It could become the main assembler of AirPods next year with more orders than Inventec.
Apple CEO Tim Cook says he is "thrilled with the momentum" of AirPods:
The combination of music streaming on Apple Music and AirPods is truly a magical experience for people on the go. We're thrilled with the momentum of these products. In fact, our entire wearables business was up 75 percent year over year in the fourth quarter, and in fiscal 2017, already generated the annual revenue of a Fortune 400 company.
Apple is planning to release a new AirPods case that will work with the upcoming AirPower wireless charging mat launching next year. Please follow iClarified on Twitter, Facebook, Google+, or RSS for updates.