According to the latest analysis by Ming-Chi Kuo, one of AirPods Pro 2 suppliers has been suspended, most likely due to production issues.
says that Apple’s key supplier Goertek announced that the company received “a notice from a major overseas client to suspend the assembly production for a smart acoustic product,” which Kuo believes is the AirPods Pro 2.
According to the analyst, Luxhare ICT, the main AirPods manufacturer, has expanded production and obtained “all orders for AirPods Pro 2, becoming the exclusive assembler of AirPods Pro 2.” Ming-Chi Kuo says it’s unclear when Goertek will resume production of these new wireless earbuds and how the impact of this incident will extend to Goertek’s next-year Apple orders or other Apple product orders. With that, Kuo now believes Apple will ship about 20 million AirPods Pro 2 units in Q4 of 2022.
It’s not unusual for Apple to stop production of gadgets and then resume at a later date. The same happened with iPhone 13 models, as BOE wasn’t meeting Apple’s expectations regarding its OLED panel supplies.
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