Apple AirPods craze spreads to China

This is an article more about supply chain than end users, but it does paint a picture of phenomenal potential for AirPods Pro.

A few tidbits, Yujing Liu from South China Morning Post:

“True wireless stereo will become the next big thing in consumer electronics,” Zhongtai Securities analysts wrote in a new report. It will become the next product that could “create a growth miracle” after the smartphones

And:

Investors believe they are witnessing the emergence of a massive market for AirPods – which sells for as much as US$249 for the high-end version – and other brands of earbuds, with consumer demand worth billions of dollars barely tapped yet.

And:

“There are about 900 million to 1 billion iPhone users worldwide, so the saturation ratio of AirPods among the existing users is not even 10 per cent.”

There’s lots more detail in the linked article, but you get the idea. As big as AirPods have been for Apple, a much bigger wave seems to be coming.