SpaceX is tackling mobile connectivity via Starlink’s network expansion with up to 15,000 next-gen satellites. The satellites enable direct-to-cell coverage for mobile phones. Starlink’s next-gen satellites can create a hybrid space-terrestrial network that may be superior to traditional mobile carriers.
What’s Happening & Why This Matters
SpaceX filed a request with the U.S. FCC to launch the new fleet. It leverages radio spectrum acquired through its $17 billion EchoStar deal. The spectrum can support services that reach even the most remote locations. It may also deliver performance levels comparable to 4G LTE.
Currently, Starlink’s direct-to-cell system operates with over 650 satellites. It already supports satellite-powered text messaging and even WhatsApp video calls in areas with no cellular service. With the new satellites and spectrum integration, SpaceX says it will achieve a 20-fold increase in throughput. This will allow seamless streaming, calls, and mobile data.
The satellites will orbit at 203-209 miles (326–335 km), which is closer to Earth than the existing Starlink fleet. This reduces latency for mobile connections. This low orbit is crucial for maintaining smooth performance while connecting directly to phones.
For now, T-Mobile remains the exclusive U.S. partner for cellular Starlink services. However, as part of the EchoStar acquisition, Boost Mobile will also gain access to the network. Interestingly, Elon Musk has hinted at offering Starlink as a standalone mobile service. This would directly compete with established carriers like Verizon, AT&T, and T-Mobile.
The FCC filing also revealed SpaceX’s plan to create a hybrid satellite and ground-based network. It will combine space-based connectivity with terrestrial base stations. This system would expand service capacity in urban areas while preserving satellite coverage for rural and remote regions.
A Play for the Mobile Market
Analysts see the expansion as a potential game-changer. A telecom industry analyst, predicted that while terrestrial expansion might not be SpaceX’s initial focus. However, maintaining terrestrial spectrum allows SpaceX to lease capacity to other mobile network operators. The strategy provides an additional revenue stream. It also helps monetize its vast network infrastructure.
The plan comes with hurdles. Smartphone chipsets cannot currently support EchoStar’s frequencies. SpaceX President Gwynne Shotwell confirmed that the company is actively working with manufacturers to integrate compatible chipsets into upcoming phones. She also noted that full rollout would take at least two years (pending regulatory approvals and hardware updates).
This latest filing follows a 2023 SpaceX request to operate 29,988 satellites to boost home broadband speeds to gigabit levels. The direct-to-cell network adds another layer to SpaceX’s ambitious global connectivity strategy. It positions Starlink as a direct competitor to both satellite providers and terrestrial mobile carriers.
TF Summary: What’s Next
SpaceX is pushing beyond traditional satellite internet by creating a fully integrated, direct-to-cell ecosystem. The proposed 15,000 satellites will reimagine mobile coverage, eliminating dead zones as a thing of the past. While technical obstacles remain (i.e., chipset compatibility), SpaceX’s aggressive timeline and partnerships point to a ‘do-or-die’ attitude.
MY FORECAST: Starlink plans to move from backup connectivity to a primary mobile option within three years. The play forces traditional carriers to rethink services, pricing, and coverage.
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