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المشهد العربي
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Bank of America analyst Wamsi Mohan warned that Starlink’s expansion could threaten iPhone sales and Apple’s revenue by drawing subscribers away from telecom carriers that offer promotional incentives to buy phones—and potentially paving the way for competing devices. About 53 million iPhones are sold each year through major carriers, with incentives averaging $800 per device. If 10% of postpaid subscribers switched to SpaceX’s network, Apple could lose around 5 million units and $6 billion in revenue.
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