bb-15

Qualcomm  chips are far superior to Intels.

So what Apple now got from their “diversification strategy”: commercial bans / legal issues with QualComm for $30 (already passed onto customers in $100...300 overpriced handsets), LTE/Cellular issues, to be solved with numerous undocumented stability iOS updates, no modem supplier diversification, and at least 1 year delay for 5G.
(which I hardly care about, but can be deadly harmful in a technology-push market where they struggle to differentiate themselves)
Using their extensive outsourcing experience with Intel & lagging MacBook cpu’s...
NOT

hardly make any money. Apple killed GT advanced technologies because it couldn't meet apples demands, screwed some other imaging company to although forgot the name.

Apple is a super aggressive greedy bully, will do whatever it takes to keep generating its billions. Remember they were going super nuclear on android, well that worked out well for them, they lost that war. Apple now trying to screw over Qualcomm, because all they are thinking about is their share price and retaining their ridiculous profit margins.

but with the exact same data

said:

Anyone who thinks that adoption rate is unrealistic probably doesn't own a pair or know people who do.  My girlfriend just bought five pairs of these as Xmas gifts for people who work in her office, as they are *transformative* for people who work on the phone like they all do.  A doctor friend I had dinner with last night said that a number of admins in her ward were just issued them.  They are phenomenal.  I've been holding off pending release of the first major revision and I'm feeling extremely impatient about it.

We have several pairs, yes. While we agree that they are phenomenal, 110 million units sold in a single year isn't. Those numbers from Kuo aren't total in the field, they are sales figures per year.

110 million in the field in total by 2021? I'll go with that. 110 million sold in 2021 alone seems improbable. That's the think about analysts predicting sales numbers for products that don't get broken out individually -- we'll never know if they were right, and they can make the predictions and claim that they got it right without fear.

Albeit anecdotal, I’ve seen far more AirPods in the field than Apple Watches. And, I’ve seen them increase much more quickly than the watch.