December 2019

Analyst Says the AirPod Business Will Grow in 2020

According to Bernstein's Toni Sacconaghi, 85 million AirPods could be sold next year. That translates to over $15 billion in sales for Apple. In 2019, AirPods generated nearly $6 billion in revenue. Sacconaghi goes on to say that AirPods could peak after 2020. This is due to fewer possible buyers as more and more Apple users purchase the product. Given AirPods’ extraordinarily steep adoption curve and rapid saturation of the iPhone installed base.., Bernstein's Toni Sacconaghi, via statement. ...we see a dramatic deceleration in AirPods revenue growth by 2021 or 22, to single digit growth rates or possibly lower, Bernstein's Toni Sacconaghi, via statement.