Aware of what is happening with Apple suppliers, Ming-Chi Kuo announces sales figures for Bluetooth beacons marketed from 2021. According to him, in the face of rather impressive figures, Apple could prepare a second generation.
Since their launch in the spring of 2021, AirTags have been discreet, behind a print that Apple will no doubt have done well with, namely the misuse of this product to spy on people, steal them, kill them, etc.
Sold alone or in packs of four, for $ 35 and $ 119 respectively, these tiny Bluetooth and UWB beacons initially promise to help you find the items they’re attached to. To do this, they rely on an encrypted mesh network woven around the planet by all active Apple products, which will signal the presence of these beacons without tracking them elsewhere.
Impressive sales figures
In any case, if they are practical in everyday life in order not to lose the keys, or a suitcase, for example, Apple has not officially communicated the sales figures. Fortunately, we can count on Ming-Chi Kuo to correct this small deficiency.
AirTag, which hasn’t gotten much attention, has gradually grown in shipments since its release. AirTag shipping estimates reach around 20 million and 35 million units respectively in 2021 and 2022. If AirTag shipments continue to grow, I believe Apple will develop the second generation.
– 郭明 錤 (Ming-Chi Kuo) (@mingchikuo) June 19, 2022
In a tweet, the analyst, always very informed on what Apple is preparing, declares that AirTag sales would reach 20 million units in 2021, while the first models have been sold since May. About 35 million units would have been sold by the year 2022, which, as you know, is far from over.
Impressive figures, even if we can always put things in perspective by remembering that the towel at 25 euros, and signed by Apple, has long since sold out… The products offered for sale by the Cupertino company, therefore, tend to sell well.
Towards a new generation, but with what innovations?
Ming-Chi Kuo, who seems impressed by the sales figures, specifies that if the trend continues, “Apple will develop a second generation” of these tags. The question is what this new iteration would bring.
As things currently stand, it seems that the proposed material formula is good, even if it requires the use of a case to hang it on an object. We might consider that it is easier to attach it somewhere, or that the AirTag is thinner so that you can slip it without deforming it into a wallet, for example.
However, at present, and to use several of them on a daily basis, it is above all the software part that seems to us to evolve. Apple should refine the detection of AirTags following users, on iOS and Android, and strengthen the control of notified alerts. Likewise, it should be possible to define a list of AirTags in a family group for sharing the location of objects, for example.
However, if Apple still wants to improve the autonomy of its beacon, integrate new functions or increase its accuracy, no one will find fault with it. It remains to be seen whether Apple will deem it necessary to introduce a more efficient model. Such an arrival could have the advantage of lowering the price of the current generation, even if the AirTags are in the average price of this market.