From 9to5Mac's "Apple AirPods 3 not launching until Q3, says Ming-Chi Kuo" posted Monday:
Despite a flurry of leaks surrounding next-gen AirPods in the last couple of weeks, Ming-Chi Kuo this morning said that new AirPods will not enter mass production until the third quarter of 2021, which means they won’t be launching imminently...
Kuo says Apple shipped around 90 million AirPods in 2020 and expects that to fall to about 78 million for 2021.
The analyst says Apple may keep second-generation AirPods on the market when AirPods 3 are released. However, he is not sure on this matter yet.
The latest addition to the AirPods family, the $549 over-ear AirPods Max headphones, are said to have limited impact on shipments. Kuo expects Apple will sell just 1 million units across the entire year.
My take: Not having much luck finding support for Kuo's estimate of 90 million AirPods shipped in 2020. Counterpoint estimated at the start of last year that Apple would sell more than 100 million AirPods in 2020. Neil Cybart is also working on an 2020 estimate, but I haven't seen it yet. Apple, of course, is mum on the subject.
See also: How reliable is Ming-Chi Kuo?