Ming-Chi Kuo said today that Hon Hai’s Hon Teng Precision may replace Goertek Acoustics of China as the new AirPods assembler and thus benefit significantly.

(The picture is taken from Apple's official website)

[Reporter Fang Weijie/Taipei Report] The red supply chain has lost a big order from Apple!

TF International Securities analyst Ming-Chi Kuo said today that Hon Hai (2317)’s subsidiary Hon Teng Precision may replace China’s Goertek as a new AirPods assembler and benefit significantly from this; although industry insiders are reluctant to confirm this directly, they also expressed that There is a good chance that it happened.

Ming-Chi Kuo pointed out that the next-generation AirPods models are expected to be shipped in large quantities in the second half of 2024 or the first half of 2025, including the evaluation version priced at US$99 (about NT$3,014) and the new AirPods Max. Assemblers include Luxshare and Hongteng, obviously. AirPods assembly business, Hon Hai's electric vehicle business, and orders from the MIH alliance are expected to be the twin engines driving Hon Teng's strong growth in the next few years.

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Apple has previously reported that it is developing a new type of true wireless headset (TWS) product, and will use "AirPods Lite" to attack the parity market. Industry insiders believe that according to Apple's production line layout and requirements for product yield and shipment stability, in China Goertek is currently only responsible for the production of the second-generation AirPods, Taiwan's Hon Hai and China's Luxshare are expected to share Apple's new orders.

Luxshare is currently producing AirPods in Vietnam and China, and Hon Hai is also showing signs of deploying headphone production lines in India. Major customer Apple eventually hopes that Hon Hai can also produce AirPods in India. Industry insiders mentioned that this will help Hon Hai to improve Indian product line, India has the opportunity to become an important manufacturing center for Apple products.

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