The latest research report released by strategy analytics predicts that the global total sales of Bluetooth headsets will exceed 300 million in 2020. Among them, the sales of true wireless stereo (TWS) Bluetooth headset increased by nearly 90%.
Deputy director of strategy analytics said that the market stock and penetration rate of Bluetooth headset are still very low; Less than one in ten people in the world have Bluetooth headsets. As leading suppliers no longer bundle wired headsets with new smartphones, the Bluetooth headset market has great potential.
Galaxy Securities believes that the function is becoming more and more powerful, and the high growth of TWS headphones continues. At present, TWS is still in the stage of rapid penetration. The noise reduction, transmission and endurance performance of technology iteration are the hot spots of consumer demand, and are developing towards multifunction and intelligence. TWS headphones will gradually be equipped with health assistant, exercise monitoring and other functions. The application of intelligent voice technology makes TWS headphones expected to become an important carrier of voice interaction and undertake the functions of integrating applications and building the hub of the Internet of things. Meanwhile, the cancellation of wired headphones attached to the iPhone 12 will further open the growth space of airpods. It is estimated that the shipment of TWS wireless headphones will reach 350 million in 2021, including 120 million pairs of airpods, with a year-on-year increase of 33%.
The agency continues to be optimistic about the continuation of Apple's strong cycle. The airpods Max launched by apple is OEM by Goethe, and the product is positioned as highend, which is expected to contribute to the improvement of goer's profit margin and performance. Since the second half of 2020, goer has also started OEM of airpods pro and homepod mini, showing strong ability. It is optimistic that the company will benefit from the rapid growth of airpods shipments in the future. At the same time, it is recommended to pay attention to the innovation of Lixun precision, a OEM enterprise of airpods, and megaeasy to provide memory chips for airpods.
According to the latest research report of Guoyuan securities, Apple plans to launch a new generation of airplads headphones this spring, which is expected to add vitality to the TWS market again. Meanwhile, Guoyuan Securities pointed out that Android manufacturers will become the main increment in the TWS market in the future. It is expected that Android TWS will be similar to the history of Android mobile phone penetration and usher in large growth in the future. According to reasonable calculation, the market scale of Antron TWS in 2022 is about 182.2 billion yuan.
