Small Earbuds Become Trillions of "Golden Killers"
In the entire consumer electronics industry, TWS (True Wireless Stereo) has the greatest potential in the past two years.
A gold killer that surpasses smartphones in the growth rate of shipments, a must-have item for trendy men and women out of the street, the biggest nemesis of short videos, and an indispensable production tool for professional musicians - TWS, True Wireless Headset.
How hot is the TWS headset market? In major digital communities or platforms, using EDC (Every Day Carry) as a keyword search, mobile phones are the most frequently sent abroad, and wireless headsets rank second.
Unlike smart watches and smart glasses, TWS headsets are relatively more demanding electronic products. Data show that in 2020, TWS headset shipments in mainland China will reach 31.5 million units, and the market will increase by 85% year-on-year compared to 2019. During the same period, smartphone shipments in mainland China dropped by 11%.
It is also worth noting that in 2020, the revenue of the AirPods product line reached 23.05 billion U.S. dollars. Some media compared this figure with the revenue of mainstream global technology companies. The revenue of AirPods is already very close to Netflix's total revenue. Revenue is equivalent to the revenue of two Uber and 0.6 Xiaomi.
In the past May, Xiaomi, Huawei, vivo and others have concentrated their efforts to stage a wave of new TWS product release climaxes. Mobile phone manufacturers are entering TWS collectively. Behind this is the slowdown in the overall growth rate of the smartphone market, and TWS has gradually become a new revenue growth point.
Although Apple`s AirPods shipments still rank first in the world, Huawei, Xiaomi, vivo, OPPO and other Android camps have driven the rapid growth of TWS headsets through the advantages of mobile phone shipments, and the products cover high, medium and low gears, acceleratingPermeability.
