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Airpods Shipments are estimated to have increased from 14 million in the 1st full year of sales (2017) to 60 million in year 3 (2019) and it's likely that they will grow to 100 million this year. In comparison, iPhone shipments rose from about 12 million in the 1st full year of sales (2008) to 72 million in year 4 iPad shipments started stronger at 32 million in the first full year of sales (2011) and grew to 71 million by year 3 although they saw a decline in year 4.
Airpods Shipments (Est.)
First Full Year Of Sales (Year 1)
Trefis estimates that Airpods Revenues increased from $2.2 billion in year 1 to $10.2 billion in year 3, and are likely to grow to $18 billion in 2020 (year 4)In comparison, iPhone revenues grew from $6.7 billion to $47 billion The iPad had the strongest start, with revenues standing at $20 billion in Year 1 although growth slowed down meaningfully by year 3.
Airpods Revenue (Estimated)
The Airpods are increasingly important for AppleWe estimate that Airpods accounted for 1% of Apple's total Revenues over year 1, with the number likely to rise to over 6% by Year 4. Airpods may be more important from a profitability standpoint, as Airpods Gross Margin are likely much higher than Apple's overall margins (39% vs. ~59%)The attach rate, which we define as the number of Airpods shipped as a % of iPhones shipped, has also trended higher from an estimated 6.5% to 33% since the Airpods were introduced.
Airpods Revenue As % Apple Total Revenue
Airpods Est. Attach Rate With iPhone
Gross Margins Apple Vs. Airpods
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Airpods Shipments Estimates: CNBC, Bloomberg
Airpods Gross Margins Estimates: Fortune