苹果，突曝大消息！

Core Viewpoint - Recent developments regarding Apple indicate a significant decline in demand for the newly launched iPhone Air, with supply chain adjustments expected to reduce production capacity by over 80% [10]. Additionally, potential shifts in satellite communication partnerships may impact Apple's future service offerings [3][4]. Group 1: iPhone Air Sales Performance - The iPhone Air experienced a stark contrast between online and offline sales, with initial online pre-sales selling out in five minutes, but subsequent offline sales falling short of expectations, leading to a significant inventory surplus [8][10]. - The iPhone Air, marketed as Apple's thinnest phone at 5.6 mm, has seen its resale value drop below the retail price, indicating a lack of consumer interest [8][10]. Group 2: Satellite Communication Developments - SpaceX is reportedly integrating compatibility for Apple's existing satellite communication frequency spectrum into its next-generation satellites, potentially allowing for future collaboration with Apple [3][4]. - Globalstar, the current provider for Apple's satellite services, is facing challenges due to slower technology and network speeds compared to SpaceX's Starlink, which may lead to a shift in Apple's satellite service provider [4][6]. Group 3: Financial Performance Expectations - Apple is set to announce its Q4 2025 financial results on October 31, with projected revenues of $101.7 billion, a year-on-year increase of 7.13%, and adjusted net income expected to reach $26.06 billion, up 4.32% [13]. - The anticipated financial growth is largely attributed to strong sales of the iPhone 17 series, which has outperformed the previous generation in both the U.S. and China [13].