Non Terrestrial Network (NTN
Jio’s LEO satellite constellation authorized by IN-SPACe: 5 Tbps over India with 3GPP Rel 17 and 18 NTN Alignment
Executive Summary:
India’s space sector has taken another decisive step toward global competitiveness with the Indian National Space Promotion and Authorization Center (IN-SPACe) granting a key technical authorization to Reliance Jio for a proposed Low Earth Orbit (LEO) satellite constellation of approximately 1,600 satellites. The scale and ambition of the program place it firmly within the same category as leading non-terrestrial network (NTN) initiatives such as SpaceX’s Starlink, Amazon’s Project Kuiper, and Eutelsat OneWeb, while signaling India’s intent to build indigenous capability in space-based broadband infrastructure.
Constellation Scale and Architecture:
At ~1,600 satellites, Jio’s planned constellation is smaller than Starlink’s first-generation deployment (~4,400 satellites, with longer-term plans exceeding 10,000), but comparable to Amazon’s Project Kuiper (~3,236 satellites planned) and significantly larger than OneWeb’s first-generation system (648 satellites). This places Jio in an intermediate design space—large enough to deliver meaningful aggregate capacity and coverage, yet potentially more optimized for regional rather than fully global service.
The announced aggregate capacity of up to 5 Tbps suggests a high-throughput satellite (HTS) architecture leveraging aggressive frequency reuse and multi-spot beam designs. By comparison:
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Starlink is estimated to already deliver tens of Tbps of global capacity, enabled by dense constellation scaling, advanced phased-array antennas, and increasingly, optical inter-satellite links (ISLs) [2.].
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Kuiper targets multi-Tbps capacity with a strong emphasis on cloud integration via AWS, though it remains pre-commercial as of mid-2026.
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OneWeb focuses more on enterprise, maritime, and government backhaul, with comparatively lower aggregate throughput but strong QoS guarantees.
Note 1. ISLs (Inter-Satellite Links) are direct communication connections between spacecraft in orbit, allowing them to route data to one another without first sending it down to an Earth station. This creates a dynamic space mesh network, which dramatically reduces data latency, increases coverage, and bypasses the need for costly ground gateways.
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A key technical question for Jio will be whether it incorporates optical ISLs in its initial deployment. Starlink’s Gen2 architecture relies heavily on ISLs for mesh networking and latency optimization, reducing dependence on ground gateway density. In contrast, OneWeb’s first-generation system lacks ISLs, relying instead on a dense ground station network. Jio’s architectural choice here will directly influence both latency performance and ground infrastructure cost.
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Reliance Jio plans to deploy 1,600 LEO satellites to build a space-based communication network. AI-generated image via Business Standard.
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Spectrum Strategy and Link Budget Considerations:
Although Jio has not publicly disclosed its frequency plan, it is likely to align with Ku- and Ka-band allocations, consistent with global LEO broadband systems. Starlink and Kuiper both rely heavily on Ka-band for feeder links and Ku/Ka for user links, while also exploring V-band (40–75 GHz) for future capacity scaling.
For India-specific deployment, spectrum coordination presents both an opportunity and a constraint. Domestic prioritization could streamline regulatory approvals, but coexistence with incumbent satellite operators and terrestrial 5G services will require careful interference management. This is particularly relevant as 3GPP NTN bands increasingly intersect with traditional satellite allocations.
From a link budget perspective, enabling both fixed broadband and direct-to-device (D2D) services within the same constellation introduces competing design requirements. High-throughput broadband favors higher frequencies and larger user terminals, while D2D requires lower link margins, robust coding, and potentially sub-GHz or S-band spectrum to reach handheld devices.
Direct-to-Device and 3GPP NTN Alignment:
Jio’s emphasis on direct-to-device (D2D) connectivity places it at the forefront of a critical industry transition: the integration of NTN into the 3GPP ecosystem. Releases 17 and 18 define the foundational architecture for NTN support, including adaptations for:
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Large propagation delays and Doppler shifts in LEO systems
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Modified random access and timing advance procedures
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Satellite-aware mobility and handover mechanisms
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Power-efficient waveform adaptations for handheld devices
Starlink has taken an early lead in this domain through its partnership with T-Mobile, leveraging mid-band PCS spectrum to enable D2D messaging services. AST SpaceMobile, while not a direct LEO broadband competitor, has demonstrated high-throughput D2D links using large phased-array satellites. Apple’s emergency SOS feature (via Globalstar) represents a narrower but commercially successful implementation of NTN for consumer devices.
Jio’s differentiation may lie in tighter vertical integration with its terrestrial network. Unlike Starlink, which operates largely as an overlay network, Jio can embed NTN capabilities directly into its 5G—and eventually 6G—core architecture. This opens the door to unified authentication, billing, and service continuity across terrestrial and satellite domains, consistent with the 3GPP vision of seamless TN–NTN convergence.
Latency, Backhaul, and 5G/6G Integration:
Operating in LEO, Jio’s system can achieve round-trip latencies on the order of 20–40 ms, comparable to Starlink and significantly lower than geostationary systems (>500 ms). With ISLs, latency for long-distance routes can even approach or outperform terrestrial fiber in certain scenarios, depending on routing efficiency.
For India, one of the most compelling use cases is satellite-based backhaul for rural and remote base stations. While fiber deployment remains uneven across the country, a LEO-based backhaul layer could enable rapid expansion of 5G coverage without the need for extensive terrestrial infrastructure. This aligns with ongoing 6G research, where integrated TN–NTN architectures are expected to support ubiquitous coverage and network resilience.
In comparison to Jio:
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OneWeb has already established a strong position in cellular backhaul, including partnerships in emerging markets.
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Starlink is increasingly targeting enterprise and mobility segments, including aviation and maritime.
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Kuiper is expected to leverage AWS edge integration for enterprise and cloud-native applications.
Jio’s advantage lies in its domestic scale and control over both access and core network layers, enabling tighter optimization of end-to-end service delivery.
Manufacturing, Launch, and Economic Viability:
Deploying a 1,600-satellite constellation requires industrial-scale manufacturing and launch capabilities. SpaceX’s vertical integration—spanning satellite production and launch via Falcon 9 and Starship—has been a key enabler of Starlink’s rapid deployment. Amazon is pursuing a mixed launch strategy (ULA, Blue Origin, Arianespace), while OneWeb relied heavily on international launch providers.
Jio’s approach will likely depend on partnerships, potentially leveraging ISRO’s launch capabilities alongside commercial providers. However, achieving cost efficiency comparable to Starlink remains a significant challenge, particularly in satellite mass production and user terminal pricing.
User equipment (UE) economics will be especially critical for D2D services. While fixed terminals can subsidize higher costs, mass-market D2D requires integration into standard smartphones without significant cost premiums. This is an area where chipset ecosystem alignment—Qualcomm, MediaTek, and others—will play a निर्ण role.
Strategic and Geopolitical Implications:
Beyond technical considerations, Jio’s LEO initiative reflects broader geopolitical and industrial policy trends. India is positioning itself to reduce dependence on foreign satellite infrastructure while building domestic capability across the space value chain. This aligns with parallel efforts in semiconductor manufacturing, AI infrastructure, and 6G research.
At the same time, the global LEO market is becoming increasingly competitive and capacity-rich. The risk of oversupply, pricing pressure, and regulatory fragmentation is non-trivial. Jio’s success will depend not only on technical execution but also on its ability to carve out a differentiated market position—potentially focusing on South Asia, enterprise services, and tightly integrated telecom offerings.
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LEO Systems Serving India:
Key parameters of LEO constellations relevant to India’s satellite broadband market.
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Rel‑15 / Rel‑16 – Baseline 5G NR (Terrestrial)
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Label text: “TN‑only architecture; NR defined for terrestrial cells and standard mobility.”
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Rel‑17 – Initial NTN Support
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Label text: “Introduction of NR‑NTN for LEO/GEO satellites and HAPS; adaptations for delay, Doppler, and satellite link budget.”
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Rel‑18 – 5G‑Advanced NTN Enhancements
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Label text: “Improved NTN mobility, QoS, power efficiency; building blocks for direct‑to‑device scenarios and tighter TN–NTN integration.”
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Beyond Rel‑18 / early 6G – Native TN–NTN Convergence
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Label text: “Unified terrestrial–satellite architecture, AI‑assisted RAN control, ubiquitous coverage; NTN treated as a first‑class component of 6G systems.”
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References:
European Consortium 5G NTN transmission paves the way for standards based direct to device (D2D) connectivity
Non-Terrestrial Networks (NTN) Tutorial: Architecture, Spectrum, and Technical Foundations
Non-Terrestrial Networks (NTNs): market, specifications & standards in 3GPP and ITU-R
Ookla: Starlink a viable competitor for hybrid 5G/NTN services due to network performance improvements and larger coverage area
From LPWAN to Hybrid Networks: Satellite and NTN as Enablers of Enterprise IoT – Part 2
Telecoms.com’s survey: 5G NTNs to highlight service reliability and network redundancy
Keysight Technologies Demonstrates 3GPP Rel-19 NR-NTN Connectivity in Band n252
ITU-R recommendation IMT-2020-SAT.SPECS from ITU-R WP 5B to be based on 3GPP 5G NR-NTN and IoT-NTN (from Release 17 & 18)
India approves backhaul satellite connectivity via VSAT for telecom services; BharatNet tender coming soon
European Consortium 5G NTN transmission paves the way for standards based direct to device (D2D) connectivity
Executive Summary:
Satellite connectivity advanced meaningfully this past week as the European Trantor consortium reported the first 5G NTN transmission over a Hispasat satellite on July 8th. This is an important step because it moves NTN from proof-of-concept demonstrations toward a standards-based implementation path aligned with 3GPP’s non-terrestrial network work. In telecom terms, interoperability is the real gating factor: NTN only becomes architecturally relevant if it can integrate cleanly with 3GPP-defined access, mobility, and service procedures rather than remaining a proprietary satellite overlay.
From a technical perspective, the signal here is that NTN is evolving beyond its initial role as satellite backhaul for remote coverage and into direct-to-device (D2D) access using standard cellular devices and network functions. That transition brings a new set of engineering challenges: synchronization and timing, mobility management, spectrum coordination, terminal power efficiency, and seamless handover between terrestrial and non-terrestrial domains. The “pre-6G” label is appropriate because these developments point to a converged terrestrial-plus-space access architecture, not a standalone satellite niche.
Sanford Bernstein’s warning that direct-to-device satellite can increase competitive pressure on terrestrial network operators is credible because it erodes one of the incumbents’ traditional advantages: exclusive control over wide-area coverage. If NTN systems can support messaging, emergency connectivity, and eventually broader mobile services, then operators face substitution pressure in segments where they historically monetized coverage gaps, roaming resilience, and service continuity. This does not displace terrestrial networks, but it does reduce the ability of carriers to price certain coverage and resilience attributes as premium differentiators.
The most likely industry response is partnership rather than confrontation. Mobile operators will probably position NTN as a complementary resilience layer for coverage extension, disaster recovery, IoT continuity, and premium service tiers, rather than as a replacement for terrestrial RAN investment. At the same time, vendors and standards bodies will continue pushing multi-orbit, multi-band, and multi-vendor interoperability as the condition for commercial viability. For editorial purposes, the key question is whether NTN matures as an operator-integrated extension of the mobile network or as an adjacent service layer that partially bypasses terrestrial incumbents.
3GPP Evolution to 6G:
Image Credit: Ericsson
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Key Technology Takeaways:
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The first 5G NTN transmission over a Hispasat satellite marks a meaningful step from lab validation to standards-aligned deployment.
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3GPP NTN work in Release 19 is the key enabler because interoperability, not just link feasibility, will determine commercial viability.
- ITU-R SWG 4B1 – Satellites in Next Generation Access Technologies will likely rubber stamp 3GPP NTN specifications which will then become ITU-R recommendations.
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NTN is evolving from satellite backhaul for remote coverage into direct device access for standard cellular endpoints.
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The hardest technical problems are shifting toward timing, mobility, spectrum coordination, device power efficiency, and seamless terrestrial/non-terrestrial handover.
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“Pre-6G” is the right framing because NTN is becoming part of a hybrid terrestrial-plus-space access architecture.
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Direct-to-device satellite services can pressure terrestrial operators by reducing their exclusive control over last-mile coverage and resilience.
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The most likely carrier strategy is partnership and bundling, using NTN for coverage extension, disaster recovery, and IoT continuity rather than full substitution.
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Multi-orbit, multi-band, and multi-vendor interoperability will be essential if NTN is to become a durable commercial platform.
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References:
https://www.3gpp.org/technologies/ntn-overview
https://www.ericsson.com/en/blog/2024/10/ntn-payload-architecture
Non-Terrestrial Networks (NTN) Tutorial: Architecture, Spectrum, and Technical Foundations
by Paresh Panchal, Principal Engineer – Charter Communications
Abstract:
Several Non-Terrestrial Network (NTN) related articles have appeared on the IEEE ComSoc Techblog over the past year. They include: Alan J Weissberger’s market overview (December 2025), the Keysight/Samsung frequency band n252 demonstration (January 2026), the Telecoms.com survey summary (July 2025), and the enterprise IoT hybrid-network article (January 2026). These contributions provide useful market context and early deployment perspective, but they do not fully address the engineering considerations that determine how an NTN system is actually designed, dimensioned, and deployed.
Importantly, they do not examine the 3GPP Release 18 NTN architecture options (A1–A4), which define key implementation choices for operator and satellite network integration. They also do not analyze NTN band planning and its regulatory variability across CEPT and FCC jurisdictions, or the propagation-delay effects that must be accounted for in HARQ timing, scheduling, and other RAN procedures. These issues are central to practical deployment planning and to the selection of an appropriate NTN architecture for a given use case.
This article fills that gap by providing a practitioner-oriented technical reference that complements the existing market-level coverage with engineering detail, e.g. NTN deployment options, spectrum applicability, and protocol-level implications. It is intended to serve as a practical guide for engineers and network planners assessing NTN architecture, spectrum strategy, and protocol behavior in real deployment scenarios. You can read my entire article at https://wireless-vector.com/ntn-article.
Here’s a concise summary:
Orbital Classes Set the Constraints:
Orbit choice drives every downstream decision. LEO (500–2,000 km) gives near-terrestrial latency (3–15 ms) but needs large constellations and Doppler pre-compensation for ~7.5 km/s satellite velocity. MEO (8,000–20,000 km, 27–43 ms) balances coverage and delay. GEO (~35,786 km, 120–140 ms) is fixed-position with HARQ effectively disabled — fine for broadband and IoT, not real-time voice. HAPS (8–50 km) is quasi-terrestrial, under 1 ms.
Four Architecture Options, One Real Decision:
3GPP Release 18 defines four NTN architectures (A1–A4), split along two axes: payload type — bent-pipe transparent relay vs. regenerative on-board gNB — and terminal type — UE served directly vs. through a ground Relay Node.
Spectrum: Two Bands, Two Jurisdictions:
FR1-NTN uses S-band (n256) and L-band (n255/n254) below 6 GHz with conducted RF requirements — n256 has the broadest operator interest given its IMT-MSS allocation and global roaming potential. FR2-NTN uses Ka-band (17.3–30 GHz) with radiated (OTA) requirements, reflecting phased-array terminals. Critically, band applicability is regional: n512 applies in CEPT countries, n511 in the USA and FCC-aligned jurisdictions. Operators planning service across both regions need to validate band selection during planning, not after satellite procurement — this is the single most common spectrum-planning oversight in early NTN programs.
Propagation Delay: Where NTN Breaks Terrestrial Assumptions:
5G NR’s HARQ timing, scheduling, and timing-advance procedures were built for microsecond-scale terrestrial delay. NTN introduces delays of milliseconds to hundreds of milliseconds. For GEO, Release 18 specifies timing advance values up to 1,282,172 Tc — over 19,000 times the terrestrial NR maximum. That’s not a parameter tweak; it changes how uplink timing is managed entirely. For LEO, the bigger issue is often Doppler: a satellite moving at ~7.5 km/s introduces frequency offsets that must be pre-compensated at the UE or satellite to preserve waveform integrity. For MEO, the practical adaptation is HARQ process extension and longer scheduling windows.
Three Things Worth Knowing Before You Deploy
Drawing on experience deploying timing-synchronization systems across thousands of terrestrial cell sites, three points stand out for operators evaluating NTN:
- Timing infrastructure maturity matters more than people expect. Operators without strong precision-timing discipline on their terrestrial networks will find GEO/MEO timing advance values genuinely difficult — this isn’t an incremental extension of existing systems.
- Architecture choice is a capex decision disguised as a technical one. A1 vs. A2 isn’t really about latency preference; it’s about whether you’d rather spend on satellite payload complexity now or accept ground-segment round-trip delay indefinitely.
- Hybrid NTN/terrestrial, not standalone NTN, is what’s actually getting deployed. O-RAN’s open interfaces let the same RAN Intelligent Controller managing terrestrial cells extend to NTN parameters via the E2 interface — this is the path most operators are taking in practice.
Conclusions:
3GPP Release 18 gives operators a mature, well-specified set of choices for NTN — four architecture options with clear trade-offs, a band plan that bridges satellite and terrestrial spectrum, and explicit protocol adaptations for propagation delay that terrestrial 5G never had to consider. The decisions are more consequential than they look on paper. Starting from what Release 18 actually specifies, rather than from market framing, is the right way into an NTN deployment program. A more detailed technical reference — including full FR1/FR2-NTN band tables and a deployment readiness checklist — is available at wireless-vector.com/ntn-article.
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References:
3GPP, “NR and NG-RAN Overall Description,” Technical Specification TS 38.300, Release 18, 2024. [NTN architecture options A1–A4.]
3GPP, “NR; UE radio transmission and reception; Part 5: Satellite Access RF and performance requirements,” Technical Specification TS 38.101-5, Release 18, 2024.
3GPP, “NR; Physical channels and modulation,” Technical Specification TS 38.211, Release 18, 2024. [Timing advance and Doppler compensation for NTN.]
3GPP, “Solutions for NR to support Non-Terrestrial Networks (NTN),” Technical Report TR 38.821, Release 16, 2021.
CEPT Electronic Communications Committee, “ECC Decision (05)01 on the use of the band 27.5–29.5 GHz by Earth Stations in Motion (ESIM),” as amended, 2005/2013.
Federal Communications Commission, “Satellite Communications,” Code of Federal Regulations Title 47, Part 25.
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About the Author:
Paresh Panchal is a wireless communications professional with deep expertise in RAN systems and architecture, network design, performance engineering, and network analytics. He’s been an active contributor to radio access network innovation with deep expertise in 5G/4G/CBRS RF design and optimization, specializing in cloud-native and O-RAN environments. Proven track record across multi-vendor, multi-country engagements covering greenfield and commercial networks. Core competencies span RF network modeling, performance analytics, and cross-functional program execution. Inventor with 25+ patent applications in radio network technologies.
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References:
Non-Terrestrial Networks (NTNs): market, specifications & standards in 3GPP and ITU-R
Ookla: Starlink a viable competitor for hybrid 5G/NTN services due to network performance improvements and larger coverage area
Keysight Technologies Demonstrates 3GPP Rel-19 NR-NTN Connectivity in Band n252 (using Samsung modem chip set)
Telecoms.com’s survey: 5G NTNs to highlight service reliability and network redundancy
ITU-R recommendation IMT-2020-SAT.SPECS from ITU-R WP 5B to be based on 3GPP 5G NR-NTN and IoT-NTN (from Release 17 & 18)
China ITU filing to put ~200K satellites in low earth orbit while FCC authorizes 7.5K additional Starlink LEO satellites
Samsung announces 5G NTN modem technology for Exynos chip set; Omnispace and Ligado Networks MoU
Tutorial: LEO Satellite Internet connectivity, D2D, and major providers
Satellite Orbits:
Satellite connectivity operates across three orbital tiers:
- Geostationary (GEO) satellites have been the dominant platform for decades, powering telecommunications, TV broadcasting, weather forecasting, military surveillance, rural internet, and satellite phones. Positioned 36,000 kilometres above the equator, a single GEO satellite covers nearly a third of the planet, but the distance creates a 500–700 millisecond signal delay that makes video calls and real-time services impractical. Each satellite is roughly the size of a school bus and requires its own rocket launch.
- Medium Earth Orbit (MEO) satellites sit between 2,000 and 36,000 kilometres above Earth’s surface, with a latency of 70–120 milliseconds. The satellites range from car-sized to van-sized, with a few deployable per launch. MEO satellites are used for GPS and other global navigation systems but have never played a significant role in consumer connectivity.
- Low Earth Orbit (LEO) satellites sit at just 300 to 2,000 kilometres above Earth’s surface, bringing latency down to 20–50 milliseconds — on par with home broadband. Their small, flat-panel design, roughly the size of a dining table, allows dozens to be stacked into a single rocket, significantly lowering the cost per satellite. Modern LEO constellations also link satellites directly via laser, forming a mesh network in space. Instead of every signal bouncing through a fixed ground gateway, data travels between satellites and descends at the nearest point, allowing LEO signals to reach oceans, disaster zones, and remote communities that no ground infrastructure will ever serve.
LEO satellites sit between 300 and 2,000 kilometres above Earth, completing an orbit every 90 to 120 minutes and covering different parts of the globe as they move. They communicate with ground stations or through inter-satellite links that relay data between satellites. Supporting infrastructure includes gateway stations, network operation centers, and data centers that manage satellite movements, route traffic, and maintain service reliability. For users, accessing LEO services requires a small satellite terminal — typically a dish — with power and a subscription plan. As shown in the figure below, users connect to a local Wi-Fi network linked to the dish. Data is transmitted to LEO satellites, relayed to a ground station, and then routed through fiber-optic networks to data centers or cloud platforms. The process is reversed for the return signal, completing the connection in milliseconds.
Importantly, LEO satellites are revolutionizing Direct-to-Device (D2D) communications by acting as cell towers in space, allowing standard, unmodified smartphones and IoT sensors to connect seamlessly without terrestrial infrastructure. By utilizing standard mobile-carrier spectrums or dedicated satellite bands, these fast-moving satellites bypass localized coverage gaps to provide ubiquitous, text, voice, and data services in remote, rural, and maritime areas, as well as critical backup during disasters.
LEO satellite internet functional block diagram:
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Regulatory approval is central to LEO satellite deployment. Providers must typically obtain spectrum licenses, comply with national rules for ground infrastructure, and secure approval for service provision. Requirements vary widely across jurisdictions — from registration to multi-stage authorization processes. Competition from incumbent internet service providers may constrain market entry and expansion. As a result, services may be restricted or delayed even where technical coverage exists.
LEO connectivity also has practical limitations. Terminals require an unobstructed view of the sky, making installation easier in open areas but more difficult in dense urban environments where buildings or trees block the signal. Tropical downpours, heavy rain, or storms can cause signal attenuation and reduce throughput. Compared with terrestrial systems such as fibre-optic or mobile networks, LEO services may deliver less consistent performance, particularly in urban areas, and speeds can drop during peak demand.
Providers of LEO satellite connectivity:
The global space economy is projected to reach US$1.8 trillion by 2035, driven largely by LEO constellations. However, value creation is likely to be concentrated among a small number of providers controlling key parts of the value chain, Financial barriers to entry remain significant, varying depending on mission scope and technical ambition. Amazon Leo (formerly Project Kuiper) will cost more than US$10 billion, while full deployment of SpaceX’s Starlink is estimated at US $20–30 billion.
A mix of private and state-backed operators is developing LEO constellations with different strategies in satellite numbers, coverage, and target markets. Chinese-backed LEO operators GuoWang and Qianfan represent a strategic shift, both advancing rapidly towards full operation with a dual mandate of serving domestic communications and extending broadband connectivity across the Indo-Pacific and beyond. Their emergence could reshape strategic choices for governments in the region.
Where LEO satellite delivers:
LEO satellites are not a universal solution to connectivity gaps, nor a replacement for terrestrial networks. In most countries, fibre-optic and mobile infrastructure will remain the primary source of broadband connectivity. Their value lies in specific contexts: serving remote communities beyond the economic reach of terrestrial investment; providing resilient backup when ground networks fail; and supporting connectivity where no viable alternative exists.
LEO satellites are increasingly used to enhance resilience in countries with extensive fiber-optic networks or high exposure to natural disasters. They can provide automatic failover — near instantaneous transition to a standby system — during submarine cable outages, power failures, or other disruptions, maintaining communications and supporting emergency response. In December 2024, earthquakes in Vanuatu disrupted contact with national disaster authorities until Starlink was activated. In April 2025, a blackout in Spain and Portugal cut power to thousands of mobile towers, halving terrestrial network capacity — Starlink maintained connectivity via ground stations in Italy.
The main advantage is network independence: LEO satellites operate separately from terrestrial infrastructure and continue functioning when ground systems fail. Integrating LEO satellites into national disaster frameworks, rather than relying on ad hoc deployment, would maximize resilience.
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References:
https://www.telecoms.com/satellite/satellite-disruption-how-leo-and-d2d-are-impacting-telecoms
Analyst firms wide forecasts for the LEO satellite direct-to-device (D2D) market
Analysis: SpaceX FCC filing to launch up to 1M LEO satellites for solar powered AI data centers in space
Blue Origin announces TeraWave – satellite internet rival for Starlink and Amazon Leo
Open Cosmos introduces global space-based LEO satellite service for IoT monitoring
China ITU filing to put ~200K satellites in low earth orbit while FCC authorizes 7.5K additional Starlink LEO satellites
Amazon Leo (formerly Project Kuiper) unveils satellite broadband for enterprises; Competitive analysis with Starlink
GEO satellite internet from HughesNet and Viasat can’t compete with LEO Starlink in speed or latency
Ookla on the Global D2D Market
Direct-to-device (D2D) satellite connectivity is emerging as a practical extension of non-terrestrial networks (NTNs), enabling standard smartphones to communicate directly with satellite systems without specialized user equipment. Within the 3GPP ecosystem, NTN capabilities were standardized (3GPP specs become standards by being rubber stamped by ETSI and ITU-R) beginning with 3GPP Release 17, establishing a framework for satellite-terrestrial interoperability and expanding the potential reach of mobile broadband beyond the footprint of terrestrial radio access networks.
D2D services could reduce persistent coverage gaps, especially in rural, maritime, and other underserved environments where terrestrial deployment is constrained by economics or geography. However, commercially available services today remain limited, with most deployments focused on messaging and other low-throughput applications rather than full mobile broadband.
From a market perspective, D2D and NTN have broad implications for mobile network operators (MNOs), satellite operators, equipment vendors, and regulators. That strategic importance helps explain why companies such as Apple, Amazon, SpaceX, and AST SpaceMobile are investing in this segment, alongside broader ecosystem activity around 3GPP-based NTN architectures.

Image Credit: Ookla
Ookla® has contributed to the discussion with a high-resolution poster showing global Speedtest® usage data for D2D services, along with a detailed market study on the D2D landscape. The analysis is based on Android devices that register with D2D-capable satellite systems from Starlink, Skylo, and Lynk, providing an early empirical view of how NTN-based connectivity is being used in practice.
Looking ahead, continued investment in larger satellite constellations and additional spectrum holdings should improve D2D capacity, coverage, and service robustness. As the technology matures, the industry is likely to move from narrowband messaging toward richer data services, with 3GPP NTN providing the standardization path for broader ecosystem scale-up.
For mobile network operators, the long-term effect could be a rebalancing of investment priorities at the edge of network coverage, particularly in sparsely populated regions. That may reduce the incentive for some rural tower builds and alter the demand outlook for parts of the RAN infrastructure supply chain.
Looking ahead, continued investment in next-generation satellite constellations, coupled with expanded spectrum access, is expected to enhance D2D performance and capacity. Key players—including Starlink, AST SpaceMobile, and Amazon’s Project Kuiper—are targeting higher data rates and broader service capabilities, with the objective of extending beyond narrowband messaging to support more data-intensive applications.
For MNOs, the evolution of D2D introduces potential shifts in network planning and capital allocation, particularly at the margins of coverage. Satellite-based augmentation could reduce the economic rationale for terrestrial infrastructure deployment in sparsely populated areas, with downstream implications for tower companies and certain segments of the radio access network (RAN) supply chain.
From a policy perspective, D2D also has the potential to reshape universal service frameworks and coverage obligations. Regulators seeking to expand connectivity may increasingly incorporate NTN-based solutions into their policy toolkits, prompting a reassessment of long-standing assumptions regarding the role of terrestrial infrastructure in achieving nationwide coverage. In that sense, D2D is not just a satellite story. It is becoming a broader telecom architecture shaped by 3GPP specifications and the convergence of terrestrial and non-terrestrial mobile networks.
References:
Analyst firms wide forecasts for the LEO satellite direct-to-device (D2D) market
Ookla: D2D satellite connectivity surged 24.5% during last 9 months; Starlink’s footprint expansion leads the way
Ookla: Starlink a viable competitor for hybrid 5G/NTN services due to network performance improvements and larger coverage area
GSA: 5G Non Terrestrial Networks, 5G SA and 5G Advanced gain momentum
Analysis: Amazon <- Globalstar – a strategic move for D2D and spectrum parity
Direct-to-Device (D2D) satellite network comparison: Starlink V2 (Starlink Mobile) vs “Satellite Connect Europe”
Deutsche Telekom selects Iridium for NB-IoT direct-to-device (D2D) connectivity
Standards are the key requirement for telco/satellite integration: D2D and satellite-based mobile backhaul
MTN Consulting: Satellite network operators to focus on Direct-to-device (D2D), Internet of Things (IoT), and cloud-based services
Analyst firms wide forecasts for the LEO satellite direct-to-device (D2D) market
LEO satellite direct-to-device (D2D) technology looks promising. Telecom analyst firms see D2D as a fast-growing but still early-stage market, with forecasts ranging from roughly 22% to 49% revenue CAGR depending on scope and whether they are measuring total D2D services or smartphone satellite D2D specifically. But that’s not happening now. T-Mobile chief Srini Gopalan, who said the service so far had generated “a lot less usage” than anticipated.
The most common near-term view is that basic D2D will add modest operator revenue at first, but the long-term market could become multi-billion-dollar as broadband and richer services mature. Here are a few analyst forecasts:
- MarketsandMarkets projects the D2D market to rise from USD 0.57 billion in 2025 to USD 2.64 billion by 2030, a 35.6% CAGR.
- Mordor Intelligence projects the direct-to-device satellite connectivity market from USD 4.08 billion in 2025 to USD 13.80 billion by 2031, a 22.37% CAGR.
- Omdia forecasts smartphone satellite D2D revenue to reach USD 11.99 billion by 2030, with a 49.4% revenue CAGR from 2026 to 2030.
- Counterpoint Research expects 46% of all smartphones shipped by 2030 to be D2D-capable. That implies D2D is moving from a niche satellite feature toward a mainstream handset capability, driven by chipset integration and broader device support.
- Juniper Research thinks the number of monthly active users will top 150 million by 2031. The analyst firm suggests a temporary access model, similar to roaming or travel eSIMs, where consumers purchase access in a particular area for a set period. Juniper thinks connectivity alone won’t be enough to attract consumers. It believes operators will have to bundle the satellite service into rewards programs or roaming access.
- Analysys Mason expects operators launching D2D in 2026 to see about a 1% annual revenue uplift from basic services alone, with much larger upside once broadband D2D becomes available.
- TelecomTV reports a similar view from Analyst Brad Grivner, who says D2D could give MNOs around a 1% annual revenue uplift and also improve retention and upsell opportunities.
The spread in forecasts mostly reflects different definitions of the market, different start dates, and whether the analyst counts only current narrowband services or also future broadband D2D. In practical terms, the consensus is that D2D will start as a coverage and messaging feature, then evolve into a broader connectivity platform as device support and satellite capacity scale.
Analysts consistently point to 3GPP NTN standardization (rubber stamped by ETSI and ITU-R), more satellite-ready smartphones, and large-scale LEO deployments as the main catalysts. They also emphasize emergency messaging, rural coverage, IoT, industrial connectivity, and enterprise resilience as the first meaningful demand pools. D2D market growth is being driven by a mix of coverage gaps, new device support, and expanding enterprise use cases. The strongest themes across analyst and industry reports are universal connectivity, IoT demand, LEO satellite buildout, and 3GPP NTN standardization.

Image Credit: Digital Regulation Platform
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Main D2D growth drivers:
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Coverage expansion. Analysts say D2D is filling a major gap in rural, remote, maritime, and disaster-prone areas where terrestrial networks are weak or unavailable.
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3GPP NTN standards. Standardized non-terrestrial networking is making satellite connectivity more practical for mainstream devices and accelerating ecosystem adoption.
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LEO constellation growth. More low-Earth-orbit satellites, along with falling launch costs and better satellite economics, are increasing capacity and improving latency.
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Smartphone integration. As more phones become satellite-capable, D2D can move beyond niche emergency features into broader consumer usage.
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Enterprise IoT demand. Logistics, mining, agriculture, utilities, and energy firms want reliable connectivity for remote assets, monitoring, and worker safety.
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Disaster resilience. Climate-related outages and emergency-response needs are pushing governments and operators toward backup connectivity solutions.
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Carrier-satellite partnerships. Cooperation between MNOs and satellite operators is speeding commercialization and helping services reach scale.
The D2Dmarket is still starting with messaging, emergency connectivity, and narrowband IoT, but analysts expect growth to broaden as device support and satellite capacity improve. In short, D2D grows fastest where it solves a clear pain point: no coverage, weak resilience, or expensive remote connectivity.
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References:
https://www.lightreading.com/satellite/making-the-most-of-satellite-d2d
Ookla: D2D satellite connectivity surged 24.5% during last 9 months; Starlink’s footprint expansion leads the way
Ookla: Starlink a viable competitor for hybrid 5G/NTN services due to network performance improvements and larger coverage area
GSA: 5G Non Terrestrial Networks, 5G SA and 5G Advanced gain momentum
Analysis: Amazon <- Globalstar – a strategic move for D2D and spectrum parity
Direct-to-Device (D2D) satellite network comparison: Starlink V2 (Starlink Mobile) vs “Satellite Connect Europe”
Deutsche Telekom selects Iridium for NB-IoT direct-to-device (D2D) connectivity
Standards are the key requirement for telco/satellite integration: D2D and satellite-based mobile backhaul
MTN Consulting: Satellite network operators to focus on Direct-to-device (D2D), Internet of Things (IoT), and cloud-based services
GSA: 5G Non Terrestrial Networks, 5G SA and 5G Advanced gain momentum
5G NTNs:
During an April 16th webinar titled “GSA Snapshot: 5G networks, spectrum & devices,” Joe Gardiner, market analyst at CCS Insight and a member of the GSA research team, said GSA data through March 31st reveal that 97 operators in 70 countries have announced they are investing in LEO satellite D2D technology.
“There’s a lot of interest in this area, but there’s also a lot of interest and movement towards 3GPP standards (see Note below), and the convergence of the terrestrial and the non-terrestrial standards map” starting with 3GPP Release 17, Gardiner observed.
Skylo, for example, is following a standards-based approach and already has D2D partnerships with operators such as Orange in France, Verizon and Vodafone IoT.
“Other players are [also] looking to use the standards-based approach, and looking to purchase the spectrum that’s compatible with the standards,” Gardiner said.
Note that 3GPP is not a SDO- it depends on ETSI and ITU-R to rubber stamp its specs and transpose them into official standards.

Image credit: GSA
He said that “Part of the reason Amazon is acquiring satellite Globalstar, was because of the spectrum assets that Globalstar has.” Gardiner added that a “lot of trials are taking place that are looking at the next stage of the standards, Release 18 with 5G NR NTN services.”
Gardiner referenced the trial announced by the European Space Agency (ESA), together with Airbus Defence and Space, Eutelsat OneWeb, and industry partners in November 2025.
In addition, Spain’s Sateliot is following the standards-based approach and has launched a Series C financing round to raise €100 million (US$117 million) to help fund the deployment its IoT-focused 5G satellite constellation. “We expect more trials like this to take place over the next few months and years,” Gardiner said. There is a “movement towards using mobile satellite services (MSS) spectrum,” although the drawback with this spectrum is the current lack of compatible mobile devices on the market.
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5G SA and 5G Advanced:
Ian Fogg, a research director at CCS Insight, who also works within the research team at the GSA, talked up the move towards 5G standalone (SA) and 5G Advanced networks.
“Globally, we have 184 operators in 74 countries investing in 5G standalone. This is publicly. 28.5% of all 5G networks are now 5G standalone. So there’s real momentum happening here,” Fogg said.

Source: GSA
5G Advanced “is something that’s happening at the moment. We have 36 operators globally publicly saying they’re investing in 5G Advanced. We’ve seen eleven 5G Advanced networks commercially launched,” Fogg said, citing activity in China, Canada, Japan, Kuwait and Vietnam.
“I think what will happen in the next few years is we’ll see the gap between an operator adopting 5G standalone and 5G Advanced narrowing, because if you go to 5G standalone, it’s a natural thing to move fairly quickly on to 5G Advanced, if possible, because you get a lot more capabilities once you’re on a 5G advanced network,” he added.
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References:
https://gsacom.com/webinar/5g-networks-spectrum-devices/
Orange set to claim European satellite first
Skylo’s trajectory toward the ‘standardized sky’ looks to include multiple orbits
MWC2026: Skylo makes universal connectivity a reality; Vodafone IoT teams with Skylo for satellite connectivity
Non-Terrestrial Networks (NTNs): market, specifications & standards in 3GPP and ITU-R
ITU-R recommendation IMT-2020-SAT.SPECS from ITU-R WP 5B to be based on 3GPP 5G NR-NTN and IoT-NTN (from Release 17 & 18)
Analysis: Amazon <- Globalstar – a strategic move for D2D and spectrum parity
Enterprise IoT and the Transformation of UK Telecom Business Models – Part 1
From LPWAN to Hybrid Networks: Satellite and NTN as Enablers of Enterprise IoT – Part 2
Keysight Technologies Demonstrates 3GPP Rel-19 NR-NTN Connectivity in Band n252
Telecoms.com’s survey: 5G NTNs to highlight service reliability and network redundancy
Dell’Oro: Mobile Core Networks +15% in 2025; Ookla: Global Reality Check on 5G SA and 5G Advanced in 2026
Dell’Oro: RAN Market Stabilized in 2025 with 1% CAG forecast over next 5 years; Opinion on AI RAN, 5G Advanced, 6G RAN/Core risks
Dell’Oro: RAN market stable, Mobile Core Network market +14% Y/Y with 72 5G SA core networks deployed
AT&T deploys nationwide 5G SA while Verizon lags and T-Mobile leads
Direct-to-Device (D2D) satellite network comparison: Starlink V2 (Starlink Mobile) vs “Satellite Connect Europe”
Executive Summary:
1. Starlink is preparing a new Direct-to-Device (D2D) constellation to provide satellite fill-in services and has renamed their V2 D2D services as Starlink Mobile. This rebrand coincides with the introduction of their next-generation V2 satellites, which aim to provide 5G-like broadband speeds (up to 150 Mbit/s) directly to unmodified smartphones. With 650 direct-to-cell Starlink satellites active, part of a constellation of almost 10,000 Starlink satellites of various kinds, that roaming service now offers connectivity to 32 countries across six continents. Today, Starlink V1 D2D has 10 million active users a month – and the company expects to top 25 million by the end of 2026.
Where Starlink V1 delivers text and what Nicolls described as “light data,” meaning only for selected apps, Starlink V2 (Starlink Mobile) will deliver what was called “terrestrial-like connectivity.” In good conditions, “it should look and feel like you’re connected to a high-performing 5G terrestrial network.” To make that happen, V2 will need both new frequencies – the same globally-licensed S-band Starlink will use for emergency alerts – and new, much larger satellites.

Image Credit: ZUMA Press Inc/Alamy Stock Photo
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2. European operators have launched “Satellite Connect Europe“ to offer wholesale D2D services to mobile carriers. Satellite Connect Europe is actually a joint venture between AST SpaceMobile and Vodafone. It will primarily use satellites provided by AST SpaceMobile to offer direct-to-device (D2D) services in Europe. The venture is building a dedicated, sovereign European constellation, with plans to establish an operations center in Germany.
Five major mobile network operator groups will deploy D2D satellite mobile broadband services across Europe. The agreements cover CK Hutchison, Orange, Sunrise, Telefonica and Vodafone, with customer trials scheduled to start this summer (2026). The service is expected to launch around the end of 2026, with demonstrations planned in Romania before then.

Role of 3GPP NTN specifications:
Both of these initiatives are dependent on 3GPP-based non‑terrestrial networking (NTN) specs, introduced primarily in Release 17 and enhanced in Release 18 to enable direct satellite-to-device connectivity using 5G NR (new radio) and IoT (NB-IoT/eMTC) protocols. 3GPP detailed NTN specs include TR 38.821 (architecture), TS 38.101-5 (user equipment radio performance), and TS 38.104 (base station requirements), supporting LEO/GEO orbits and S/Ka-band spectrum.
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3GPP Release 17 introduced NR‑NTN and IoT‑NTN profiles, defining waveform adaptations, timing and Doppler compensation, mobility procedures, and MSS band mappings so that satellite and terrestrial RANs interoperate under a single 5G system architecture. These NTN specs will be submitted to ITU-R WP 4B for rubber stamping as ITU-R recommendations (official standards).
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Both the Starlink and Satellite Connect Europe/AST initiatives map their radio interfaces and mobility behavior to these NTN specifications over time, which should let future 5G devices with NTN support hand over natively between cell towers and satellites without custom stacks.
These two D2D initiatives differ in radio design, spectrum, and integration models with mobile operators which provide the actual end point connections as follows:
Starlink D2D technical details:
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Starlink’s Direct‑to‑Cell satellites use software‑defined radios and large phased‑array antennas so each LEO satellite behaves like a moving LTE/NR macro cell in space.
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Unlike standard Starlink Ku/Ka user terminals, the D2D layer transmits and receives in allocated terrestrial/mobile bands (roughly 800–2000 MHz) to talk directly to 3GPP LTE/NR chipsets in unmodified handsets, using TDD LTE initially.
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The payload compensates for fast LEO motion (~550 km altitude, ~7.5 km/s) with Doppler pre‑correction and timing advance logic in the satellite SDR so that ordinary UE modems still see acceptable frequency and timing error.
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Onboard beamforming and beam‑hopping allow very narrow spot beams and dynamic power control, which is critical to protect terrestrial networks sharing IMT spectrum and to deliver enough link budget for small handset antennas at long slant ranges.
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Backhaul from the D2D layer uses Starlink’s existing Ku/Ka links and optical inter‑satellite links into the ground segment, so D2D traffic can be routed either to the MNO’s core via gateways or across the Starlink mesh to another region.
Service model and 3GPP spec alignment:
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Starlink positions Direct‑to‑Cell as a “fill‑in” layer: SMS/low‑rate data first, then higher‑rate NR‑NTN services as 3GPP Release 17+ NTN features become available in commercial chipsets.
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The network integrates at the EPC/5GC interface so MNOs can advertise satellite coverage as just another PLMN/RA, letting devices roam seamlessly between terrestrial eNB/gNBs and the Starlink NTN cells, subject to roaming and spectrum agreements.
Satellite Connect Europe D2D technology:
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Satellite Connect Europe is a wholesale platform that exposes AST SpaceMobile’s LEO D2D satellite RAN to European MNOs, with ground stations in multiple EU markets providing regional gateways, traffic anchoring, and regulatory control within European jurisdiction.
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AST’s constellation uses very large phased arrays in LEO to form direct 4G/5G broadband links to standard smartphones, targeting multi‑Mbps throughput per device over IMT and MSS spectrum, again without any handset hardware or software changes.
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The ground segment is designed so that radio resource control, data handling, lawful intercept, and policy enforcement for European traffic all sit under EU‑based operational control, which is a key differentiator versus non‑European satellite operators.
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Integration work with operators such as Telefónica and Orange focuses on core‑network interconnect, mobility management between terrestrial 4G/5G sites and satellite cells, and using D2D mainly for rural coverage and resilience in outages or disasters.
Comparison — Starlink vs Satellite Connect Europe:
References:
https://www.3gpp.org/technologies/ntn-overview
https://itbrief.co.uk/story/satellite-connect-europe-seals-five-mno-trial-deals
Non-Terrestrial Networks (NTNs): market, specifications & standards in 3GPP and ITU-R
ITU-R recommendation IMT-2020-SAT.SPECS from ITU-R WP 5B to be based on 3GPP 5G NR-NTN and IoT-NTN (from Release 17 & 18)
Starlink doubles subscriber base; expands to to 42 new countries, territories & markets
Elon Musk: Starlink could become a global mobile carrier; 2 year timeframe for new smartphones
Amazon Leo (formerly Project Kuiper) unveils satellite broadband for enterprises; Competitive analysis with Starlink
Blue Origin announces TeraWave – satellite internet rival for Starlink and Amazon Leo
From LPWAN to Hybrid Networks: Satellite and NTN as Enablers of Enterprise IoT – Part 2
Keysight Technologies Demonstrates 3GPP Rel-19 NR-NTN Connectivity in Band n252
Telecoms.com’s survey: 5G NTNs to highlight service reliability and network redundancy
China ITU filing to put ~200K satellites in low earth orbit while FCC authorizes 7.5K additional Starlink LEO satellites
NBN selects Amazon Project Kuiper over Starlink for LEO satellite internet service in Australia
GEO satellite internet from HughesNet and Viasat can’t compete with LEO Starlink in speed or latency
Analysis: SpaceX FCC filing to launch up to 1M LEO satellites for solar powered AI data centers in space
SpaceX has applied to the Federal Communications Commission (FCC) for permission to launch up to 1 million LEO satellites for a new solar-powered AI data center system in space. The private company, 40% owned by Elon Musk, envisions an orbital data center system with “unprecedented computing capacity” needed to run large-scale AI inference and applications for billions of users, according to SpaceX’s filing entered late on Friday.
Credit: Blueee/Alamy Stock Photo
The proposed new satellites would operate in “narrow orbital shells” of up to 50 kilometers each. The satellites would operate at altitudes of between 500 kilometers and 2,000 kilometers, and 30 degrees, and “sun-synchronous orbit inclinations” to capture power from the sun. The system is designed to be interconnected via optical links with existing Starlink broadband satellites, which would transmit data traffic back to ground Earth stations.
“Fortunately, the development of fully reusable launch vehicles like Starship that can deploy millions of tons of mass per year to orbit when launching at rate, means on-orbit processing capacity can reach unprecedented scale and speed compared to terrestrial buildouts, with significantly reduced environmental impact,” SpaceX said.
- Energy Density & Sustainability: By tapping into “near-constant solar power,” SpaceX aims to utilize a fraction of the Sun’s output—noting that even a millionth of its energy exceeds current civilizational demand by four orders of magnitude.
- Thermal Management: To address the cooling requirements of high-density AI clusters, these satellites will utilize radiative heat dissipation, eliminating the water-intensive cooling loops required by terrestrial facilities.
- Opex & Scalability: The financial viability of this orbital layer is tethered to the Starship launch platform. SpaceX anticipates that the radical reduction in $/kg launch costs provided by a fully reusable heavy-lift vehicle will enable rapid scaling and ensure that, within years, the lowest LCOA (Levelized Cost of AI) will be achieved in orbit.
- Vacuum-Speed Data Transmission: In a vacuum, light propagates roughly 50% faster than through terrestrial fiber optic cables. By utilizing Starlink’s optical inter-satellite links (OISLs)—a “petabit” laser mesh—data can bypass terrestrial bottlenecks and subsea cables. This potentially reduces intercontinental latency for AI inference to under 50ms, surpassing many long-haul terrestrial routes.
- Edge-Native Processing & Data Gravity: Current workflows require downlinking massive raw datasets (e.g., Synthetic Aperture Radar imagery) for terrestrial processing, a process that can take hours. Shifting to orbital edge computing allows for “in-situ” AI inference, processing data onboard to deliver actionable insights in minutes rather than hours. This “Space Cloud” architecture eliminates the need to route raw data back to the Earth’s internet backbone, reducing data transmission volumes by up to 90%.
- LEO Proximity vs. Terrestrial Hops: While terrestrial fiber remains the “gold standard” for short-range latency (typically 1–10ms), it is often hindered by inefficient routing and multiple hops. SpaceX’s LEO constellation, operating at altitudes between 340km and 614km, currently delivers median peak-hour latencies of ~26ms in the US. Future orbital configurations may feature clusters at varying 50km intervals to optimize for specific workload and latency tiers.
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The SpaceX FCC filing on Friday follows an exclusive report by Reuters that Elon Musk is considering merging SpaceX with his xAI (Grok chatbot) company ahead of an IPO later this year. Under the proposed merger, shares of xAI would be exchanged for shares in SpaceX. Two entities have been set up in Nevada to facilitate the transaction, Reuters said. Musk also runs electric automaker Tesla, tunnel company The Boring Co. and neurotechnology company Neuralink.
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References:
Google’s Project Suncatcher: a moonshot project to power ML/AI compute from space
Blue Origin announces TeraWave – satellite internet rival for Starlink and Amazon Leo
China ITU filing to put ~200K satellites in low earth orbit while FCC authorizes 7.5K additional Starlink LEO satellites
Amazon Leo (formerly Project Kuiper) unveils satellite broadband for enterprises; Competitive analysis with Starlink
Telecoms.com’s survey: 5G NTNs to highlight service reliability and network redundancy
Huge significance of EchoStar’s AWS-4 spectrum sale to SpaceX
U.S. BEAD overhaul to benefit Starlink/SpaceX at the expense of fiber broadband providers
Telstra selects SpaceX’s Starlink to bring Satellite-to-Mobile text messaging to its customers in Australia
SpaceX launches first set of Starlink satellites with direct-to-cell capabilities
AST SpaceMobile to deliver U.S. nationwide LEO satellite services in 2026
GEO satellite internet from HughesNet and Viasat can’t compete with LEO Starlink in speed or latency
How will fiber and equipment vendors meet the increased demand for fiber optics in 2026 due to AI data center buildouts?
Subsea cable systems: the new high-capacity, high-resilience backbone of the AI-driven global network
From LPWAN to Hybrid Networks: Satellite and NTN as Enablers of Enterprise IoT – Part 2
By Afnan Khan (ML Engineer) and Mehsam Bin Tahir (Data Engineer)
Introduction:
This is the second of two articles on the impact of the Internet of Things (IoT) on the UK Telecom industry. The first is at
Enterprise IoT and the Transformation of UK Telecom Business Models – Part 1
Executive Summary:
Early Internet of Things (IoT) deployments relied heavily on low power wide area networks (LPWANs) to deliver low-cost connectivity for distributed devices. While these technologies enabled initial IoT adoption, they struggled to deliver sustainable commercial returns for telecom operators. In response, attention has shifted towards hybrid terrestrial–satellite connectivity models that integrate Non-Terrestrial Networks (NTN) directly into mobile network architectures. In 2026, satellite connectivity is increasingly positioned not as a universal coverage solution but as a resilience and continuity layer for enterprise IoT services (Ofcom, 2025).
The Commercial Limits of LPWAN-Based IoT:
LPWAN technologies enabled low-cost connectivity for specific IoT use cases but were typically deployed outside mobile core architectures. This limited their ability to support quality of service guarantees, enterprise-grade security and integrated billing models. As a result, LPWAN deployments often remained fragmented and failed to scale into durable enterprise business models, restricting their long-term commercial value for telecom operators (Ofcom, 2025).
Satellite and NTN as Integrated Mobile Extensions:
In contrast, satellite and NTN connectivity extends existing mobile networks rather than operating as a parallel IoT layer. When non-terrestrial connectivity is integrated into 5G core infrastructure, telecom operators are able to deliver managed IoT services with consistent security, performance and billing models across both terrestrial and remote environments. This architectural shift allows satellite connectivity to be packaged as part of a unified enterprise service rather than sold as a standalone or niche connectivity product (3GPP, 2023). Figure 1 illustrates this hybrid terrestrial–satellite model, showing how satellite connectivity functions as an extension of mobile networks to support continuous IoT services across urban, rural and remote environments.
Figure 1: Hybrid terrestrial–satellite connectivity supporting continuous IoT services across urban, rural and remote environments.
Industrial Use Cases and Hybrid Connectivity
In sectors such as offshore energy, agriculture, logistics and remote infrastructure monitoring, IoT deployments prioritise coverage continuity and service resilience over peak data throughput. Hybrid terrestrial–satellite connectivity enables operators to offer coverage guarantees and service level agreements that LPWAN-based models could not reliably support. In 2026, Virgin Media O2 launched satellite-enabled services aimed at supporting rural connectivity and improving resilience for IoT-dependent applications, reflecting a broader operator strategy to monetise non-terrestrial coverage where reliability is a core requirement (Real Wireless, 2025).
The commercial implications of this transition are further illustrated in Figure 2, which contrasts siloed LPWAN deployments with integrated mobile and satellite IoT services delivered through a unified network core.
Figure 2: Transition from siloed LPWAN deployments to integrated mobile and satellite IoT services delivered through a unified network core.
Satellite Connectivity and Enterprise IoT at Scale:
The UK Space Agency has identified hybrid terrestrial–satellite connectivity as an enabling layer for remote industrial operations, environmental monitoring and agricultural IoT systems. UK-based firms such as Open Cosmos are contributing to this model by integrating Low Earth Orbit satellite connectivity with existing mobile core networks. This approach allows telecom operators to deliver end-to-end managed connectivity for enterprise customers without deploying separate IoT network stacks, converting coverage limitations from a cost burden into chargeable, service-based revenue opportunities (Open Cosmos, 2024; UK Space Agency, 2025).
Conclusion
In 2026, IoT is reshaping the UK telecom sector primarily by enabling new revenue models rather than by driving incremental network expansion. Following the limited commercial success of LPWAN-based IoT strategies, satellite and Non-Terrestrial Network integration is increasingly deployed as an extension of mobile networks to provide coverage continuity and service guarantees for industrial and remote use cases. When integrated into 5G core architectures, satellite connectivity enables telecom operators to monetise resilience and reliability as part of managed enterprise services rather than offering standalone connectivity. Taken together, these developments show that satellite and NTN integration has become a critical enabler of scalable, enterprise-led IoT business models in the UK (Ofcom-2025; 3GPP-2023).
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References:
Ofcom. (2025). Connected Nations UK report.
https://www.ofcom.org.uk
Real Wireless. (2025). Satellite to mobile connectivity and the UK market.
https://real-wireless.com
UK Space Agency. (2025). Connectivity and space infrastructure briefing
https://www.gov.uk/government/organisations/uk-space-agency
Open Cosmos. (2024). Satellite solutions for IoT and Earth observation.
https://open-cosmos.com
3GPP. (2023). Non-Terrestrial Networks (NTN) support in 5G systems.
https://www.3gpp.org/news-events/ntn
Non-Terrestrial Networks (NTNs): market, specifications & standards in 3GPP and ITU-R
Keysight Technologies Demonstrates 3GPP Rel-19 NR-NTN Connectivity in Band n252 (using Samsung modem chip set)
Telecoms.com’s survey: 5G NTNs to highlight service reliability and network redundancy
ITU-R recommendation IMT-2020-SAT.SPECS from ITU-R WP 5B to be based on 3GPP 5G NR-NTN and IoT-NTN (from Release 17 & 18)
China ITU filing to put ~200K satellites in low earth orbit while FCC authorizes 7.5K additional Starlink LEO satellites
Samsung announces 5G NTN modem technology for Exynos chip set; Omnispace and Ligado Networks MoU







