Kuo’s latest report reveals Apple changing suppliers for key products

First off, Apple is adding another manufacturer of AirPods Pro. Despite the hefty $250 price tag, the wireless earbuds are performing better than even Apple expected and now the Chinese company Goertek is joining in to help Apple keep up with demand.
Quanta is being pushed out from another supply chain, that of the iPod Touch. The iPod will be manufactured by BYD Electronic instead. BYD is also set to take care of around 20% of non-cellular iPad orders.
So, Quanta Computer drew the short stick this time around but the report gives no explanation about why that is. Currently, the news doesn’t seem to have affected Quanta’s share price but the situation might be different once the lost orders manifest as lower quarterly profits.
Should we expect a noticeable change in the quality of the aforementioned Apple products? Not really. Apple’s strict QC will likely make sure products from different plants are identical as far as users are concerned. Still, the moves send a message that Apple won't hesitate to drop a supplier if it's not happy with it.