Another study of a Hong Kong company Counterpoint Research has confirmed that and it was obvious. In a rapidly growing segment of these wireless headphones is the leader, by a wide margin, Apple. In the last quarter of 2019 its market share again decreased, from 52% in the first and second, and 49% in the third to only 41% in the fourth quarter – due to the massive influx of new players coming into this market, but its closest rivals, Samsung and Xiaomi, desperately fighting for the second place, to her as the moon.
The growth in this segment is really rapid, it’s not hyperbole: in the 4th quarter of 2019, compared to the same quarter of 2018, the number of sold TWS (TWS stands for Totally Wireless Stereo Wireless Stereo or True, that is totally wireless, or a true wireless stereo system, implying the wearable system uses for communication between Bluetooth) increased by 53%. For the three months from October to December in the world was sold 51 million TWS – no matter what. Amid the growing shortage of parts and shortage of production capacity – the demand exceeded all expectations. For the whole of 2018 were sold less. If not for these constraints (information on the deadly virus was published on the last day of the year and sales in the fourth quarter is not affected – did not have time), the results would have been even more impressive. Is “truly wireless” headphones don’t have enough humanity to be completely happy?
After the firmware update AirPods Pro a noted decrease in the efficiency of ANC (Active Noise Cancellation, active noise reduction), and a number of other problems – but, contrary to common sense and joyful anticipation of competitors, the demand for these devices has not decreased. Because sooner or later the software will “fix” and AirPods Pro will remain what they were before the firmware updates.
Update AirPods 2020
The TWS segment, according to analysts, will continue its rapid growth. And in spite of the epidemic (which is about to turn into a pandemic) Wuhan virus will dominate Apple. In 2019, Apple sold a little less than 60 million sets of AirPods and Pro 3 AirPods, and in 2020, according to analysts, their sales reached 100 million units. 45 million TWS, the production of which Apple has ordered for the first half, has not yet begun. Everything was carefully calculated – right down to scheduling the last of the components – but intervened to force majeure. He may, for the first six months of this year, Apple will not be able to sell her scheduled 45 million units – but at the end of the year, barring anything terrible, this should not affect. Besides, in the family of TWS from Apple is expected to replenish. Full-size wireless headphone, but I’m even afraid to imagine how much they might cost. Write in our Telegram chat, what price for them do you think best.
Of the 51 million units sold in the holiday quarter of 2019, 41% (or 20,9 million units) sold by Apple. In second place – Xiaomi, it has about 8% of the market. In the third place, the number of sold TWS, expect three companies: Samsung, QCY and JLAB, in which about 5% of the market.
In the holiday quarter of all TWS implemented worldwide, brought $ 6.6 billion dollars. Leader Apple, it has got 62% of this amount (4.1 billion). The closest thing to Apple – it is a subsidiary of Beats Electronics. Samsung and Huawei in fourth and fifth places. Analysts at Counterpoint Research came to the conclusion that depending on the prices of the devices, the TWS segment is divided into two parts that are significantly different from one another according to various indicators. The result of this “discovery” were very interesting and informative chart:
In the upper chart shows the share of companies in the luxury segment TWS, the price of which exceeds $ 100. In the first place, of course, Apple (70% of the market), followed by Samsung (8%), then the Jabra (7%), Beats Electronics (6%), Huawei and Sony (3%). At the bottom are the shares of the companies which “play” the low-price segment, selling their devices for less than $ 100. Here Xiaomi is the leader (18% market share).