???????????????????????????3??25??????10??(???????26???賿1??)??????????????.????????????????????

??η??????????????“It's Show Time”???з?????????????3??25??????????????????????????????????????????????е?Apple News?????????????????????????y??????????????????????μ?????????iPad??iPad mini 5??AirPower???????AirPods???iPod Touch 7?????????iPhone??

?????????????AirPods 2????????г??????????顣??A???????????????????????????????????2??????????????????

AirPods???????????

AirPods????????????????????????????????????г??????к?????????????????????????

??????????Z?????AirPods?????Apple????????????????????????Apple???????????????????????????2018??2019?????????????????80%??90%??????????????2021????1???????AirPods???????????????????????????????汾????????????????????????????????汾??????????????????????????????????????飬?????iOS??Mac???????????

?????Z?????2019??2020??2021??AirPods??????????????????5000??5500??7000??8000?????1???1.1?????

??????????1?μ??????2019?????(?????2018?????)??2018????????????????843?????????????4.5%??????????34%?????д??л?????????27%??132???????????????????????????????????33%??73??????????????AirPods??????á???????????2018???AirPods????2600????2019????????????????????????????4400?????????????????

?????????????????з??????г????????????????AirPods2??????????????????????????????????????AirPods???????????繦????????????????????IOS??Mac????????????

??????????????

A???г????????????????????AirPods????????2??????????????????????????????????????????

???????2??25????????????????????????????357????????????56.40%????????27.27????????????61.31%??

??????????????????2019???????????????????????????????????????????????????????硢??????????????????????????????????????????Airpods??????2018/19?????1300??2100??????iPhone????????????????????

????????????????????2??22????????????????????????????????237???????????7.14%????????9.11???????????57.42%?????????????????

??iPhone?????????????????????????2018????????????????н???????????????г???????佫???????????????????а?????TWS??????????????????????????????????????????????????????????????????????????????????AirPods 2018?????2500?????2600?????????????iPhone???????????5%?????к?????????????????????????????????

????????????????????С????????????????????顣???????2018????????????????????2018???????????8.05????????????2.27%????????2135????????????112.21%???????????????????????棬?????????0??300?????

??????????????????????????????????????????????????????????????????????????????????????????????????????С???????????????????????????????????????????????????????????????????????????????ODM??????ο????С??????(?????)??????????????????????????????????????????????????????????

?????????

??MEMS??????-2018?桷

?????MEMS????????????-2017?桷

??Vesper????MEMS???磺VM1000??

?????iPhone X?е?MEMS???鹼