苹果，突曝大消息！

Core Insights - Apple is facing challenges with the recent launch of the iPhone Air, which has seen a significant drop in demand, leading to order cuts exceeding 80% [6][9] - There are potential changes in Apple's satellite communication service provider, with rumors suggesting a shift from Globalstar to SpaceX's Starlink [4][5] - Apple's upcoming earnings report on October 31, 2023, is anticipated to reveal the performance of the new iPhone models, particularly the iPhone 17 series, which has shown strong sales [12] Group 1: iPhone Air Performance - The iPhone Air, marketed as Apple's thinnest phone at 5.6 mm, initially sold out online but has since struggled in physical retail, with significant stock available [7][9] - The iPhone Air's price has dropped in the second-hand market, indicating a lack of demand, with recent sales prices falling to 7399 yuan from an initial price of 7999 yuan [7][9] - Analyst Ming-Chi Kuo has indicated that the supply chain is reducing production capacity by over 80% due to lower-than-expected demand for the iPhone Air [9][10] Group 2: Satellite Communication Developments - SpaceX is reportedly integrating compatibility for the radio frequency spectrum used by Apple's current satellite features into its next-generation satellites, potentially paving the way for future collaboration [4][5] - Globalstar, the current provider for Apple's satellite services, is facing financial difficulties and has warned of significant impacts if it loses Apple as a client, having received approximately $2 billion from Apple over the past three years [4][5] - SpaceX's Starlink could offer superior service compared to Globalstar, which has limitations in speed and technology, affecting Apple's satellite service capabilities [4][5] Group 3: Upcoming Earnings Report - Apple's fourth fiscal quarter earnings report is expected to show a revenue of $101.7 billion, a year-over-year increase of 7.13%, with adjusted net income projected at $26.06 billion, up 4.32% [12] - The strong performance of the iPhone 17 series, which has outperformed the iPhone 16 series in sales, is contributing to the anticipated growth in revenue [12] - The production of the iPhone 17 series is split between China and India, with China accounting for 84% of the assembly, indicating the importance of the Chinese supply chain for Apple's product lineup [12]