Yesterday, Ming-Chi Kuo revealed that Taiwanese supplier Jialianyi (6153.TW) "will receive TWS orders for the first time, and will be a new entrant in the AirPods series".
After receiving the news, many new investors exclaimed, "Luxshare Goertek reduces orders".
So what is the truth?
In fact, Ming-Chi Kuo has clearly stated in his article:
Ming-Chi Kuo’s original text
Luxshare, Goertek and Inventec are the complete machine integrators of AirPods 2 and AirPods Pro. The share ratio of Luxshare and Goertek is about 6:4, and the share of Taiwan supplier Inventec is very small. AirPods3 may only retain two suppliers, Luxshare and Goertek. There are dozens of suppliers of
components. Goertek supplies 90% of the silicon microphones, as well as MIM metal hinges related to speakers and earphone boxes.
Jia Lianyi, a Taiwanese supplier mentioned by Ming-Chi Kuo, will participate in the supply of components for earphone boxes and earphone soft boards.
That is to say, Jialianyi does not have a complete machine integration order, and Jialianyi's order has nothing to do with the orders of Luxshare and Goertek. There is no such thing as Luxshare Goertek alone.
In order to facilitate everyone's understanding, the sheriff made an exploded diagram.
AirPods Pro supplier breakdown diagram
