According to a new report from TF Securities analyst Ming-Chi Kuo, Apple is gearing up to unveil AirTag 2. The second generation of Apple’s popular item tracker is expected to boast better integration with Vision Pro. While specific details about the new features are still under wraps, the tracker is reportedly going into mass production next year.
AirTag 2 rumored to enter mass production in 2024
Kuo first hinted at the possibility of an AirTag 2 back in June of last year when he estimated shipment figures of around 20 million for 2021 and 35 million for 2022. With AirTag sales still going strong, it seems to be the perfect time for the Cupertino tech giant to offer an updated version.
AirTag, which has not received much attention, has gradully grown in shipments since its release. Shipment estimations of AirTag reach about 20 mn & 35 mn units in 2021 & 2022, respectively. if AirTag shipments continue to grow, I believe Apple will develop the 2nd generation.
The next-gen AirTag is slated to enter mass production during the fourth quarter of the coming year. Kuo believes that Apple sees spatial computing as an essential ecosystem, with Vision Pro acting as the core to unify various devices, including the AirTag 2.
1. AirTag 2 will likely go to mass production in 4Q24.
2. I believe that spatial computing is a new ecosystem that Apple wants to build, using Vision Pro as the core to integrate other devices, including AirTag 2.
The second-generation AirTag will not be the only product to receive deeper integration with Vision Pro. Kuo previously revealed Apple’s plans to enhance its other product lines, with the iPhone 15 getting an upgraded Ultra Wideband chip to complement the Vision Pro ecosystem.
As for the current AirTag’s capabilities, it boasts a U1 chip for precise location tracking and finding. We expect that the second-generation AirTag will be equipped with an upgraded version of this chip, likely the U2 chip.
As of right now, details regarding the updated AirTag remain scarce. Additional details and rumors will likely surface in the coming months, offering insights into what the device will ultimately be.
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