TWS earphones enter a real explosion period in 2020, with a market capacity of up to 26 billion US dollars

Although Apple began strategically implementing a “low-price” policy on iPhones this year to attract users, but in any case, Apple’s generation of iPhones is destined not to be seen by consumers, and Apple’s new mobile phone performance has been average for three consecutive years. The sales volume only declined and there was no sign of increase.

However, compared with the lack of innovation in Apple's mobile phones, Apple's technology and market breakthroughs in smart watches and smart headphones have once again become the vane of the industry's progress. Unlike the Android camp copying Apple's smart watches in the entire market, it is already equivalent to a judgment failure. Apple's smart headphones AirPods are released later than Apple Watch. The Android camp is still in the process of stepping up copy expansion. Before the concept has been hyped, There is still a lot of room for development.

In fact, in order to make Apple’s AirPods effect market easier to copy, the industry has also proposed a new term called TWS (True Wireless Stereo) true wireless Bluetooth headset, to distinguish the industry from the ordinary Bluetooth headset that has not been on fire for 10 years.

Since the day when mobile phones support Bluetooth, wireless Bluetooth headsets have almost become an accessory of mobile phones. At that time, the Bluetooth headset was actually a direct copy of the principle of the Bluetooth car of high-end cars. Most of the functions of the Bluetooth headset at that time were mainly for those owners who did not have a Bluetooth car. It wasn't until Nokia made the voice broadcast function popular that Bluetooth headsets became a relatively fashionable mobile phone accessory.

High-end Bluetooth headsets were originally gaming headsets. In order to get rid of the shackles of data cables, some manufacturers only introduced Bluetooth stereo data transmission with the miniaturization of the rechargeable battery of the smartphones under supervision. A wireless Bluetooth headset that is transferred to a two-channel speaker via a data cable.

When Apple developed smart headphones, in fact, wireless Bluetooth headsets have already appeared in the industry, but in order to truly make Bluetooth headsets smart, Apple’s left and right channel independent wireless Bluetooth headsets like AirPods are different from traditional wireless Bluetooth headsets. The principle is almost completely different.


Judging from the AirPods released this year, it has a new H1 chip. In addition to supporting Siri and longer battery life, AirPods2 headphones are composed of chips, speakers, microphones and multiple sensors in the hardware structure, integrating 28 components and several Hundreds of components, compared to ordinary Bluetooth headsets or so-called TWS true wireless headsets, AirPods2 almost every headset can be regarded as an independent small audio processing machine, rather than a simple one-knot accessory.

When Apple developed the AirPods headset, it did not use simple Bluetooth signal transmission technology, but a mixed signal processing technology, so it can support multiple data transmission separately, that is, it can meet the real split transmission of left and right channels, and also supports Data from a signal source is broadcast to several pairs of AirPods headsets for sharing, similar to a private high-speed data broadband regional network technology.

Of course, through the wireless signal transfer technology, the functions of the two Bluetooth smart voice speakers are copied into the wireless Bluetooth headset, and the data connection line between the two headsets is removed. The TWS true wireless Bluetooth headset in the industry, plus the smartphone itself With the intelligent voice function, it can basically replicate the functions of AirPods wireless audio data appreciation and intelligent voice wake-up and conversation.


In fact, Bluetooth technology itself is also integrating more broadband data transmission technologies to upgrade transmission protocols, especially when relevant government departments no longer regard data sharing as a beast of floods. According to AODONG, the next-generation WIFI6 and Bluetooth 6 technologies may directly add support for real-time synchronization of multi-channel data. At that time, whether it is a WIFI chip or a Bluetooth chip, it can really support TWS true wireless headphones.

There are even rumors that Qualcomm also plans to integrate the TWS true wireless Bluetooth technology into the smartphone chip. The smartphone installed with this chip can also use the traditional Bluetooth chip to realize the TWS true wireless Bluetooth headset function. The old Bluetooth headset, only set the channel correspondence on the smart phone, maybe it can also become a true TWS true wireless Bluetooth headset, and the industry no longer distinguishes TWS true wireless or ordinary wireless headphones.

Despite this, Apple’s AirPods are still the most intelligent headphones in the industry. How many technologies can it support? Unless it is a member of the technical team that develops AirPods, it can only look at what AirPods will be opened by Apple’s IOS system. The function knows how powerful its actual function is.


Previously, AODONG analyzed in April's article that Apple sold 35 million AirPods in 2018, accounting for 75% of the entire wireless Bluetooth headset market. The Apple iPhone market has exceeded 1 billion, which gives AirPods a huge market imagination. According to its market growth rate of 60% to 80% per year in the past two years, AirPods sales this year will soon exceed 50 million. The number will be rapidly increased to 100 million next year.

In fact, after two upgrades of AirPods and AirPodsPro this year, the market responded exceptionally well. According to the information learned from AODONG in the production chain, Apple added AirPods Pro in the fourth quarter, and this year Apple’s overall sales in AirPods In fact, it may be twice that of last year, and the number is close to 65 million to 70 million.

At the same time, under the guidance of Apple AirPods, with its advantages of wireless, intelligence, small size, good sound quality, efficient connection, and stability, TWS earphones have also rapidly attracted widespread market attention. In recent years, Samsung, Huawei, Xiaomi and other mobile phones Manufacturers and major headset manufacturers such as Bose, Sony, Sennheiser, etc. have entered the TWS headset market.


According to AODONG, shipments of TWS headsets that support the Android camp in the first half of this year have evened Apple, with more than 30 million units. Among them, Xiaomi took less than a year to take advantage of only one tenth of the price of AirPods, and shipments reached about half of Apple’s shipments in the third quarter of this year.

According to AODONG's information from the industry chain, although Apple's AirPods wireless earphones have been stocked at around 60 million this year, in order to cope with East and West holiday orders, Apple has also advanced the production schedule of this AirPods and adjusted it. Higher stocking expectations next year.


According to relevant information, Apple’s suppliers are expanding their production capacity for AirPods wireless headphones. It is expected that next year’s equipment production capacity will increase by more than 30% on the basis of this year. AirPods wireless headphones shipments will also reach 100 million.

The Android camp is striving to catch up in the TWS headset market with minimal component design, mature industry chain support, and cabbage-like prices. If you look at the shipment volume, in addition to Xiaomi's sales will soon catch up with Apple next year, Huawei and BBK are trying their best to expand their TWS headset sphere of influence, plus overseas brands Samsung, Sony, and traditional headset manufacturers, etc. Together, it is expected that next year's TWS headset market sales will exceed 400 million pieces.


In other words, even if the TWS earphones of the Android camp are all calculated as the TWS earphones of about $20 for Xiaomi, and the market capacity of Apple’s 100 million AirPods is about 20 billion, the TWS earphone market capacity will reach 26 billion U.S. dollars next year. .

Recently, Mobile News Online is working with the industry chain to create TWS headset manufacturing ecological data to provide the industry with a more transparent trading market, to further reduce the manufacturing cost of each link and enhance the overall competitiveness of China's TWS headset manufacturing. Here, manufacturers on the TWS earphone industry chain are welcome to actively participate and share relevant industry information to create a better Chinese manufacturing brand.

Post time: 2020-07-14