Global TWS Earbud Shipments Fall 0.7% to 82.1M Units in Q2 2026

The first annual decline since 2023 marks a maturing TWS market, but the headline number obscures a structural shift: growth is migrating to open wearable stereo designs rather than disappearing. Omdia's projection that OWS approaches one-fifth of total TWS volumes by 2030 signals form-factor rotation is the real story, not demand collapse. The open question is whether OWS expansion lifts the overall category or merely cannibalizes conventional earbuds, which would keep total volumes flat even as the mix changes.