智通财经APP获悉，根据Counterpoint Research 的报告，支持卫星通信的智能手表出货占比预计将从2025年Q3的2%增至2030年的28%。早期市场(2025– 2026 年)将由苹果、华为等具备专有卫星解决方案的品牌主导。从2027年开始，随着标准化NB-NTN成为主流，谷歌、佳明及更多的安卓 OEM 厂商将把 符合 3GPP 标准的卫星调制解调器整合到其可穿戴设备中，使普及速度进一步加快。 支持卫星通信的智能手表出货占比(%) 2025 年 Q3 vs 2030 年 Q3 来源：Counterpoint Research 全球智能卫星手表 NTN 追踪 佳明：以户外探索设备著称的佳明推出了 Fenix 8 Pro，该产品支持北美与欧洲范围内的双向 SOS 与卫星消息通信。依托 NB-NTN 技术，设备通过优化户 外及偏远场景的卫星网络进一步巩固了佳明在安全与探险领域的核心地位。 各大品牌如何打造卫星智能手表时代 苹果：2025 年 Q3，苹果将其卫星功能扩展到 Apple Watch Ultra 3，通过与 Globalstar 的合作实现双向 NTN 消息与 SOS 功能。手表内置的 ...

以下文章来源于Counterpoint 咨询 ，作者Counterpoint Counterpoint 咨询 . Counterpoint Research 是一家专注于科技行业的全球性研究公司，在全球主要的市场有着强大的影响 力。我们致力于为合作伙伴提供准确、及时的市场数据，帮助他们做出明智的决策。 预计到 2030 年，支持卫星通信的智能手表在总出货量中所占比例将从 2025 年 Q3 的 2% 大幅提 升到 28%。 支持卫星的智能手表正成为可穿戴设备生态系统的下一个前沿领域，它们将地面网络与非地面网络 （NTN）连接起来。通过集成符合 3GPP 标准的窄带非地面网络（NB-NTN）调制解调器，智能手 表能够在没有蜂窝网络覆盖的区域，以低功耗实现全球范围内的关键消息、位置追踪与安全通信。 根据 Counterpoint Research 《智能手表 NTN 追踪与预测》 报告，支持卫星通信的智能手表出货占 比预计将从 2025 年 Q3 的 2% 增至 2030 年的 28%。早期市场（2025–2026 年）将由苹果、华为等具 备专有卫星解决方案的品牌主导。从 2027 年开始，随着标准化 NB-NT ...

知名拆解网站的报告，几乎同一时间点与官方揭秘亮相 2025年11月19日，知名设备维修网站iFixit发布博文，宣称他们"深入挖掘"了iPhone Air的USB-C接口生产工 艺，最终确认其使用了"金属3D打印"工艺进行生产。对此iFixit方面表示，这标志着金属3D打印技术已经 正式迈入大批量量产阶段。 乍看之下，这好像就是个很普通的产品分析。但它比较不寻常的地方在于，实际上苹果方面在前一天，也 就是2025年11月18日，苹果方面就已经在官网上线详细内容介绍了用于钛金属款Apple Watch Series 11和 Apple Watch Ultra 3的表壳、以及iPhone Air的USB-C接口的3D打印钛金属工艺。 图片来自iFixit 这就有点滑稽了，因为就好比一个专家对着一个没开封的瓶子，用尽了各种测量手段之后得出结论"这里 面装的是水"，但实际上瓶子上明明就有商品标签写着"饮用水"一样。 那么这是iFixit"现眼"了吗？这倒也不一定，毕竟一方面iFixit可能很早就开始研究iPhone Air上那不同寻常 的USB-C接口材质和工艺，只是稿出得慢了些，刚好比苹果官方公开相关工艺信息晚了一 ...

Core Insights - Apple has introduced a new titanium printing process for its products, including the Apple Watch Ultra 3, which aims to reduce manufacturing costs while maintaining product performance and increasing yield rates [1][4][10] Manufacturing Process - The new titanium printing process, referred to as "3D printing," is distinct from traditional 3D printing methods like FDM and SLA, as it utilizes a laser metal melting technique (SLM) that involves melting titanium powder to create metal structures [6][8] - This process allows for a layer thickness of 60 microns and utilizes multiple high-energy lasers to ensure a dense metal structure, which is further refined through post-processing techniques like heat treatment and CNC machining [9][10] Cost Efficiency - The laser metal melting process can save up to 50% of raw materials, allowing for the production of two watches with the material previously required for one, resulting in an estimated savings of over 400 tons of titanium in a single year [10] - The process also enhances the yield rate of titanium components, as the majority of the structure is formed during the printing phase, reducing the risk associated with traditional machining methods [10] Design Flexibility - The introduction of this technology provides unprecedented design freedom, enabling the creation of complex shapes that were previously difficult or impossible to achieve with traditional manufacturing methods [13][15] - This flexibility is particularly beneficial for high-end products, allowing for innovative designs that can enhance the overall product appeal [15] Industry Implications - The adoption of the laser metal melting process could signal a shift in the industry, particularly for domestic smartphone brands looking to compete in the high-end market [14][18] - While the technology is accessible, the challenge lies in scaling production to meet the demands of a rapidly changing market, especially for brands with a high turnover of models [14][15] Future Prospects - Apple's commitment to titanium and its new manufacturing process suggests potential future applications in other products, including foldable devices, where strength and durability are critical [16][18] - The ongoing exploration of titanium's practical applications may lead to innovative uses that enhance product performance beyond aesthetic considerations [18]

据苹果产品设计副总裁 Kate Bergeron 介绍，这项创新背后是数年的技术攻坚：钛原料需雾化成 50 微米 的超细粉末，在低氧环境下通过六激光器同步作业，历经 900 层打印（单只表壳打印时长超 20 小 时），每层厚度精准控制在 60 微米。打印完成后，经粗脱粉、超声波精脱粉、带电金属丝切割及自动 光学检测等多道工序，确保产品既保持 Series 11 的抛光镜面质感，又延续 Ultra 3 的轻量化与耐用性， 满足日常使用与户外探险的需求。 新酷产品第一时间免费试玩，还有众多优质达人分享独到生活经验，快来新浪众测，体验各领域最前 沿、最有趣、最好玩的产品吧~！下载客户端还能获得专享福利哦！ 今日，苹果公司在其官网展示了Apple Watch Ultra 3 与钛金属款 Apple Watch Series 11 的表壳实现全流 程 3D 打印量产的过程，这不仅开创了消费电子行业大规模金属 3D 打印应用的先河，更成为其迈向 2030 碳中和目标的关键一步。 苹果将原本用于样品制作的 3D 打印技术成功转化为量产工艺，破解了 "高质量再生金属 + 规模化生产 + 严苛设计标准" 的三道难题。通过增材制 ...

Group 1 - Apple plans to enhance its satellite services with new features such as satellite-based mapping and connectivity for third-party applications [1] - Current satellite services for iPhone 14 and newer models, as well as the new Apple Watch Ultra 3, include emergency SOS, messaging, location sharing, and roadside assistance [1] - Apple is utilizing a network operated by Globalstar for its satellite communication services and is exploring the development of its own satellite system [1] Group 2 - New satellite features under development include a framework for developers to integrate satellite connectivity into their applications, enhancing Apple Maps, expanding messaging options, indoor satellite usage, and 5G non-terrestrial network capabilities [1] - The anticipated 5G NTN is expected to debut in the next iPhone series [1] - Apple plans to invest approximately $1 billion annually to utilize a customized Google Gemini model to improve its Siri voice assistant, which is significantly lower in cost compared to its existing Apple Intelligence model [1] Group 3 - Apple is expected to launch new MacBook Pro models (M6 Pro and M6 Max) and a lower-priced MacBook product (J700) by 2026 to compete with more affordable computers [2]

RT DogeDesigner (@cb_doge)BREAKING: SpaceX’s Cellular Starlink now works on Apple Watches in Canada and Japan, letting you connect directly to satellites even when outside mobile coverage.Partnering with Rogers in Canada & KDDI au in Japan, the service supports Apple Watch Series 11, SE 3, and Ultra 3. https://t.co/fVaxXm1kFC ...

Core Insights - Apple is on the verge of a paradigm shift in satellite communications, potentially influenced by SpaceX's acquisition of Globalstar, a key partner in Apple's satellite internet strategy [1][6] - The upcoming iPhone will support 5G NTN (Non-Terrestrial Network) technology, expanding its user base significantly [1] Group 1: Apple's Ten-Year Journey - Apple began its satellite business strategy approximately ten years ago, hiring top satellite engineers from Alphabet to explore possibilities in this field [2] - Initially, Apple aimed for an ambitious goal of allowing iPhones to connect directly to satellites, bypassing telecom operators entirely [2] - The first satellite feature, Emergency SOS, was launched with the iPhone 14 in 2022, enabling users without cellular signals to contact emergency services via satellite [2] - In 2023, Apple partnered with third parties to introduce satellite-based roadside assistance, and recent updates have expanded satellite messaging capabilities beyond emergencies [2] Group 2: Future Developments and Challenges - Apple is investing over a billion dollars to help Globalstar upgrade its satellite network, which is aging and limited in scale [5] - The company is developing multiple satellite functionalities, including APIs for third-party developers, satellite navigation for its Maps app, and enhanced satellite messaging that supports image sharing [5] - Apple's goal is to enable satellite internet usage in various environments, including pockets and cars, rather than just in open skies [5] - SpaceX's potential acquisition of Globalstar could facilitate faster deployment of Apple's satellite services, as SpaceX has a significant number of operational satellites [6] Group 3: Strategic Partnerships and Obstacles - There are internal concerns within Apple regarding its role as a network operator, especially as telecom giants enter the satellite internet space [6] - A partnership with SpaceX could be a natural progression for Apple, given SpaceX's recent advancements in satellite technology [6] - Historical tensions between Apple and SpaceX, including disputes over App Store policies, present challenges to collaboration [7] - Apple's current strategy focuses on providing core satellite functionalities for free, while advanced features may require users to pay satellite service providers [7]

Core Insights - Apple Inc. is advancing its decade-long satellite connectivity project, focusing on innovative features to enhance satellite services [1] - The initial goal of replacing cellular networks with satellite connectivity was deemed impractical, leading to the development of Emergency SOS via Satellite [2] - Apple has expanded its satellite services since the launch of the iPhone 14, introducing features like roadside assistance and text messaging in remote areas [3] Group 1 - The Satellite Connectivity Group (SCG) oversees Apple's satellite services, led by Mike Trela [3] - Compatible devices include iPhones and the Apple Watch Ultra 3, with potential future expansion to iPads [4] - Apple is committed to its satellite vision despite competition from companies like SpaceX and Starlink [5] Group 2 - The company is developing additional features such as a satellite framework for third-party apps and enhanced messaging capabilities [5] - Industry dynamics may require Apple to adjust its strategy, especially with Globalstar considering a sale [6] - Despite potential shifts in the industry, Apple remains focused on its long-term satellite vision [6]

Core Viewpoint - Apple is primarily viewed as an iPhone company, with other products being supplementary and reliant on the iPhone ecosystem for sales [1] Group 1: Product Performance - The wearables, home, and accessories segment is expected to improve, particularly due to strong sales from AirPods, especially with the recent launch of AirPods Pro 3 [2] - The new baseline Apple Watch is considered an excellent option for new users, with notable improvements in display and health sensors [3] - The Apple Watch Series 11 does not offer significant upgrades for existing Series 10 users, but the overall wearables segment is showing signs of recovery [4] Group 2: Home and Accessories Outlook - Expectations for the home and accessories segment are low, with quarterly revenues previously exceeding 10 billion, but new smart home devices are not anticipated to significantly boost sales [5] - There is skepticism about the demand for Apple's smart home devices, as competitors like Amazon and Google dominate the market [6] - Maintaining an ecosystem is crucial for Apple to retain customers and prevent them from switching to competing devices [7] Group 3: Future Product Pipeline - Apple plans to introduce a foldable iPhone by the end of next year, along with new M5 MacBook Air and M4 iPad Air models in March [8] - Additional product launches include smart home devices and an updated AI strategy in the March-April timeframe, with significant updates to the mid-tier Apple Watch expected by the end of next year [9] - The product pipeline includes plans for smart glasses, a tabletop robot, and a foldable iPad with a large screen by the end of the decade [10]