Starlink
Elon Musk: Starlink could become a global mobile carrier; 2 year timeframe for new smartphones
Yesterday, during a segment of the All-in Podcast dedicated to the SpaceX-EchoStar spectrum sales agreement [1.], Space X/Starlink boss Elon Musk was asked if this sets the industry down a path where Starlink’s end goal is to emerge as a global carrier that, effectively, would limit the role of regional carriers. “That would be one of the options,” Musk responded. Musk downplayed any threat against AT&T, Verizon and T-Mobile. The podcast section dedicated to the EchoStar agreement starts around the 16:50 mark. You can start watching at that point via this YouTube link.
Note 1. SpaceX’s $17 billion agreement with EchoStar includes $8.5 billion in stock, plus $2 billion of cash interest payments payable on EchoStar debt. Separately, AT&T’s is paying $23 billion – all in cash – for its acquisition of EchoStar’s spectrum.
Regarding the EchoStar spectrum deal, Musk said, “This is kind of a long term thing. It will allow SpaceX to deliver high bandwidth connectivity directly from the satellites to the phones.”
Musk said that deal would not seriously challenge the big three U.S. mobile carriers. He said:
“To be clear, we’re not going to put the other carriers out of business. They’re still going to be around because they own a lot of spectrum. But, yes, you should be able to have a Starlink, like you have an AT&T or T-Mobile or Verizon, or whatever. You can have an account with Starlink that works with your Starlink [satellite] antenna at home with … Wi-Fi, as well as on your phone. We’d be a comprehensive solution for high bandwidth at home and high bandwidth for direct-to-cell.”
“Could you buy Verizon?” Musk was asked. “Not out of the question. I suppose that may happen,” Musk said with a chuckle.
That idea at least “highlights the possibility that SpaceX could pursue additional spectrum,” LightShed Partners analysts Walter Piecyk and Joe Galone explained in this blog post. “We highly doubt SpaceX has any interest in the people or infrastructure of a telco, there are plenty of compelling spectrum assets in and outside of those carriers to consider.”
Getting smartphones equipped with chips to support those new frequency bands will take some time. Musk estimated that’s “probably a two-year timeframe.” LightShed Partners analysts agreed, “On devices, Elon’s two-year timeline for a Starlink phone isn’t surprising given spectrum banding, chip development, and satellite integration. He’s mused before that if phone manufacturers continued to hinder his technology that he “would make a phone as a forcing function to compete with them.”
Some analysts view MVNO agreements as Starlink’s best route to becoming a full scale mobile carrier of satellite and terrestrial wireless services.
“The most plausible business model is that Starlink partners with MNOs for them to resell the service or embed the service as part of their plans,” Lluc Palerm Serra, research director at Analysys Mason, told PCMag.
LightShed Partners agreed. Musk’s point that SpaceX isn’t out to displace the incumbent carriers “reinforced our view that securing an MVNO deal will be essential if SpaceX wants to deliver a Starlink phone directly to consumers,” LightShed’s Walter Piecyk and Joe Galone explained in this blog post.
“In parallel, we’re working on the satellites and working with the handset makers to add these frequencies to the phones,” Musk said. “And the phones will then handshake well to achieve high-bandwidth connectivity. The net effect is that you should be able to watch videos anywhere on your phone.”
AT&T CEO John Stankey addressed Starlink’s “mobile-first” possibility earlier this week at an investor conference. Starlink’s current access to spectrum, including what is coming way of EchoStar, isn’t enough to create a “robust terrestrial replacement,” he said. But he acknowledged that, with the right type of commitments, perhaps it could happen someday.
“EchoStar still owns the highly lucrative 700 and AWS-3 spectrum, in which we note that all three wireless carriers have a robust ecosystem,” TD Cowen analyst Gregory Williams wrote in a note earlier this week. “Whether EchoStar sells more [spectrum] in short order remains to be seen,” TD Cowen’s Williams wrote Monday, explaining that, with the FCC dispute resolved, it may hold onto its portfolio longer. “EchoStar is not a forced seller, now has an excellent balance sheet and liquidity, and may desire to hold onto the spectrum as long as possible for higher sale valuations at a later date,” he added.
References:
https://www.lightreading.com/5g/turning-starlink-into-a-global-carrier-one-of-the-options-musk-says
Elon Talks Starlink Phone. Disruption Looms for Telcos and Apple
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
SpaceX has majority of all satellites in orbit; Starlink achieves cash-flow breakeven
Huge significance of EchoStar’s AWS-4 spectrum sale to SpaceX
EchoStar has entered into a definitive agreement to sell its entire portfolio of prized AWS-4 [1.] and H-block spectrum licenses to SpaceX in a deal valued at approximately $19 billion. The spectrum purchase allows SpaceX to start building and deploying upgraded, laser-connected satellites that the company said will expand the cell network’s capacity by “more than 100 times.”
This deal marks EchoStar/Dish Network’s exit as a mobile network provider (goodbye multi-vendor 5G OpenRAN) which once again makes the U.S. wireless market a three-player (AT&T, Verizon, T-Mobile) affair. Despite that operational failure, the deal helps EchoStar address regulatory pressure and strengthen its financial position, especially after AT&T agreed to buy spectrum licenses from EchoStar for $23 billion. 
The companies also agreed to a deal that will enable EchoStar’s Boost Mobile subscribers to access Starlink direct-to-cell (D2C) service to extend satellite service to areas without mobile network service.
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Note 1. The AWS-4 spectrum band (2000-2020 MHz and 2180-2200 MHz) is widely considered the “golden band” for D2C services. Unlike repurposed terrestrial spectrum, the AWS-4 band was originally allocated for Mobile Satellite Service (MSS).
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The AWS-4 spectrum acquisition transforms SpaceX from a D2C partner into an owner that controls its dedicated MSS spectrum. The deal with EchoStar will allow SpaceX to operate Starlink direct-to-cell (D2C) services on frequencies it owns, rather than relying solely on those leased from mobile carriers like T-Mobile and other mobile operators it’s working with (see References below).
Roger Entner wrote that SpaceX is now a “kingmaker.” He emailed this comment:
“With 50 MHz of dedicated spectrum, the raw bandwidth that Starlink can deliver increases by 1.5 GBbit/s. This is a substantial increase in speed to customers. The math is 30 bit/s/hz which is LTE spectral efficiency x 50 MHz = 1.5 Gbit/s. “This agreement makes Starlink an even more serious play in the D2C market as it will have first hand experience with how to utilize terrestrial spectrum. It is one thing to have this experience through a partner, this a completely different game when you own it.”
The combination of T-Mobile’s terrestrial network and Starlink’s enhanced D2C capabilities allows T-Mobile to market a service with virtually seamless connectivity that eliminates outdoor dead zones using Starlink’s spectrum.
“For the past decade, we’ve acquired spectrum and facilitated worldwide 5G spectrum standards and devices, all with the foresight that direct-to-cell connectivity via satellite would change the way the world communicates,” said Hamid Akhavan, president & CEO, EchoStar. “This transaction with SpaceX continues our legacy of putting the customer first as it allows for the combination of AWS-4 and H-block spectrum from EchoStar with the rocket launch and satellite capabilities from SpaceX to realize the direct-to-cell vision in a more innovative, economical and faster way for consumers worldwide.”
“We’re so pleased to be doing this transaction with EchoStar as it will advance our mission to end mobile dead zones around the world,” said Gwynne Shotwell, president & COO, SpaceX. “SpaceX’s first generation Starlink satellites with Direct to Cell capabilities have already connected millions of people when they needed it most – during natural disasters so they could contact emergency responders and loved ones – or when they would have previously been off the grid. In this next chapter, with exclusive spectrum, SpaceX will develop next generation Starlink Direct to Cell satellites, which will have a step change in performance and enable us to enhance coverage for customers wherever they are in the world.”
EchoStar anticipates this transaction with SpaceX along with the previously announced spectrum sale will resolve the Federal Communications Commission’s (FCC) inquiries. Closing of the proposed transaction will occur after all required regulatory approvals are received and other closing conditions are satisfied.
The EchoStar-Space X transaction is structured with a balanced mix of cash and equity plus interest payments:
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Cash and Stock Components: SpaceX will provide up to $8.5 billion in cash and an equivalent amount in its own stock, with the valuation fixed at the time the agreement was signed. This 50/50 structure provides EchoStar with immediate liquidity to address its creditors while allowing SpaceX to preserve capital for its immense expenditures on Starship and Starlink development. A pure stock deal would have been untenable for EchoStar, which is saddled with over $26.4 billion in debt, while a pure cash deal would have strained SpaceX.
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Debt Servicing: In a critical provision underscoring EchoStar’s dire financial state, SpaceX has also agreed to fund approximately $2 billion of EchoStar’s cash interest payments through November 2027.
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Commercial Alliance: The deal establishes a long-term commercial partnership wherein EchoStar’s Boost Mobile subscribers will gain access to SpaceX’s next-generation Starlink D2C service. This provides a desperately needed lifeline for the struggling Boost brand. More strategically, this alliance serves as a masterful piece of regulatory maneuvering. It allows regulators to plausibly argue that they have preserved a “fourth wireless competitor,” providing the political cover necessary to approve a deal that permanently cements a three-player terrestrial market.
The move comes amid rapidly increasing U.S. mobile data usage. In 2024, Americans used a record 132 trillion megabytes of mobile data, up 35% over the prior all-time record, industry group CTIA said Monday.
About EchoStar Corporation:
EchoStar Corporation (Nasdaq: SATS) is a premier provider of technology, networking services, television entertainment and connectivity, offering consumer, enterprise, operator and government solutions worldwide under its EchoStar®, Boost Mobile®, Sling TV, DISH TV, Hughes®, HughesNet®, HughesON™, and JUPITER™ brands. In Europe, EchoStar operates under its EchoStar Mobile Limited subsidiary and in Australia, the company operates as EchoStar Global Australia. For more information, visit www.echostar.com and follow EchoStar on X (Twitter) and LinkedIn.
©2025 EchoStar, Hughes, HughesNet, DISH and Boost Mobile are registered trademarks of one or more affiliate companies of EchoStar Corp.
About SpaceX:
SpaceX designs, manufactures, and launches the world’s most advanced rockets and spacecraft. The company was founded in 2002 to revolutionize space technology, with the ultimate goal of making life multiplanetary. As the world’s leading provider of launch services, SpaceX is leveraging its deep experience with both spacecraft and on-orbit operations to deploy the world’s most advanced internet and Direct to Cell networks. Engineered to end mobile dead zones around the world, Starlink’s satellites with Direct to Cell capabilities enable ubiquitous access to texting, calling, and browsing wherever you may be on land, lakes, or coastal waters.
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References:
Mulit-vendor Open RAN stalls as Echostar/Dish shuts down it’s 5G network leaving Mavenir in the lurch
AT&T to buy spectrum Licenses from EchoStar for $23 billion
SpaceX launches first set of Starlink satellites with direct-to-cell capabilities
Starlink’s Direct to Cell service for existing LTE phones “wherever you can see the sky”
Space X “direct-to-cell” service to start in the U.S. this fall, but with what wireless carrier? (T-Mobile)
KDDI unveils AU Starlink direct-to-cell satellite service
Starlink Direct to Cell service (via Entel) is coming to Chile and Peru be end of 2024
Telstra selects SpaceX’s Starlink to bring Satellite-to-Mobile text messaging to its customers in Australia
Telstra partners with Starlink for home phone service and LEO satellite broadband services
One NZ launches commercial Satellite TXT service using Starlink LEO satellites
NBN selects Amazon Project Kuiper over Starlink for LEO satellite internet service in Australia
Government-owned wholesale broadband operator NBN Co will become the first major customer of Amazon’s Project Kuiper Low-Earth Orbit (LEO) satellite internet technology in Australia beginning in the middle of 2026. At that time, NBN Co plans to offer wholesale residential-grade fixed LEO satellite broadband services to more than 300,000 premises within our existing satellite footprint via participating Retail Service Providers (RSPs).
The agreement will enable NBN Co to transition from its existing geostationary Sky Muster satellite service over the coming years and will complement NBN Co’s investments in fiber and fixed wireless upgrades for regional Australia.
NBN Co will shortly start consultation with RSPs, regional communities and stakeholders, to help inform what speed tiers are offered, wholesale pricing and the upgrade for customers. The consultation will consider the offer of equipment and professional initial standard installation and assurance at no cost for existing eligible NBN satellite customers, via participating RSPs.
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Project Kuiper’s low-latency, high-bandwidth satellite network will provide significant improvements to the quality and reliability of broadband for eligible regional, rural and remote communities. To achieve its goals, Project Kuiper is deploying thousands of satellites in low Earth orbit —connected to each other by high-speed optical links that will create a mesh network in space—and linked to a global network of antennas, fiber, and internet connection points on the ground.
The initial satellite constellation will include more than 3,200 satellites, which began deploying on April 28, 2025 with its first operational launch. That initial launch consisted of 27 production satellites and was carried out by a United Launch Alliance Atlas V rocket, according to the United Launch Alliance. The launch took place from Cape Canaveral Space Force Station in Florida.
There are currently 78 Kuiper satellites in orbit, after three successful launches in less than three months. Amazon is continuing to increase its production, processing and launch rates ahead of an initial service rollout.
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In the coming years, LEO satellite services powered by Project Kuiper will replace NBN’s current geostationary orbit Sky Muster satellite service. The company plans to maintain and operate its two geostationary Sky Muster satellites until the transition to the Project Kuiper satellite network is complete. This will ensure continuity for customers in regional, rural, and remote parts of Australia who rely on satellite telecommunications. However, the two Sky Muster satellites are expected to remain operational until approximately 2032.
The agreement between NBN and Amazon is expected to introduce competition to the LEO-based satellite internet services market, particularly in regional Australia. Currently, Starlink dominates this market as the only LEO satellite operator. As of April 2025, Starlink claimed to have more than 350,000 customers in Australia.
Telecom analyst Paul Budde told Reuters that NBN’s decision to partner with Amazon was probably influenced by the need to limit sovereign risk arising from giving control of essential Australian infrastructure to a company aligned with “a very unpredictable America. I am sure total dependence on Starlink would not be seen as a favorable situation,” he added.
Ellie Sweeney, Chief Executive Officer at NBN Co, said:
“LEO satellite broadband, supplied by NBN Co and powered by Amazon’s Project Kuiper, will be a major leap forward for customers in parts of regional, rural and remote Australia.
“This important agreement will complement our other major network upgrades that have involved the rollout of full fibre services across much of our fixed line network and the deployment of the latest 5G millimeter wave technology to improve the speed and capacity of our fixed wireless network.
“Australians deserve to have access to fast, effective broadband regardless of whether they live in a major city, on the outskirts of a country town or miles from their nearest neighbor. That’s what NBN was set up to deliver. By upgrading to next generation LEO satellite broadband powered by Project Kuiper, we are working to bring the best available technology to Aussies in the bush.
“Transitioning from two geostationary satellites to a constellation of Low Earth Orbit satellites will help to ensure the nbn network is future-ready and delivers the best possible broadband experience to customers living and working in parts of regional, rural and remote Australia.
“We plan to bring faster, lower latency broadband to Australians living and working in regional, rural and remote areas, enabling their ongoing participation in the economy for work, study, telehealth, streaming entertainment and connecting with family and friends.
“This new LEO service will eventually replace our geostationary satellites, and we are committed to working with regional communities to ensure we provide continuity of service and make the transition as smooth and seamless as possible.”
Rajeev Badyal, Vice President, Technology at Amazon’s Project Kuiper, said:
“We’ve designed Project Kuiper to be the most advanced satellite system ever built, and we’re combining that innovation with Amazon’s long track record of making everyday life better for customers. We’re proud to be working with NBN to bring Kuiper to even more customers and communities across Australia and look forward to creating new opportunities for hundreds of thousands of people in rural and remote parts of the country.”
References:
https://www.lightreading.com/satellite/nbn-amazon-deal-to-bring-project-kuiper-to-australia-by-2026
https://www.aboutamazon.com/news/innovation-at-amazon/project-kuiper-satellite-internet-first-launch
Amazon launches first Project Kuiper satellites in direct competition with SpaceX/Starlink
Vodafone and Amazon’s Project Kuiper to extend 4G/5G in Africa and Europe
Amazon to Spend Billions on 38 Space Launches for Project Kuiper
Telstra selects SpaceX’s Starlink to bring Satellite-to-Mobile text messaging to its customers in Australia
GEO satellite internet from HughesNet and Viasat can’t compete with LEO Starlink in speed or latency
FCC: More competition for Starlink; freeing up spectrum for satellite broadband service
GEO satellite internet from HughesNet and Viasat can’t compete with LEO Starlink in speed or latency
GEO satellite internet providers provide reliable connectivity across large land masses, but their distance from Earth presents challenges to delivering low-latency and high-speed satellite Internet services. HughesNet and Viasat operate stationary satellites 22,000 miles above Earth, whereas LEO satellite operators such as Starlink have satellites orbiting a mere 340 miles above Earth. GEO satellites are also less ubiquitous than LEO satellites – GEO operators have fewer satellites in their constellations.
According to Ookla, GEO satellite providers HughesNet and Viasat can’t compete with Starlink when it comes to latency and download speeds. HughesNet and Viasat are best-known for providing consistent coverage across large land masses. But because they operate in geostationary orbit rather than low-Earth orbit (LEO) and because they have fewer satellites in their constellations, they struggle with speed limitations and latency, making it difficult for them to compete with LEO providers such as SpaceX’s Starlink.
HughesNet and Viasat have three satellites each in their fleet delivering fixed broadband service. Viasat plans to launch its Viasat-3 F2 satellite later this year and the Viasat-3 F3 in 2026. In addition, it owns a fleet of satellites from the company’s Inmarsat acquisition in May 2023 which are primarily used in maritime and mission-critical applications.
The challenges facing these GEO satellite providers have become more pronounced over the past few years, particularly as Starlink has moved aggressively into the U.S. market with promotions such as its recent offer to provide free equipment to new customers in states where it has excess capacity.
“HughesNet and Viasat are losing subscribers at a rapid rate thanks to competition from LEO satellite provider Starlink with its lower latency and faster download speeds,” according to Sue Marek, editorial director and analyst with Ookla.
Ookla’s Key Takeaways:
- HughesNet saw its median multi-server latency improve from 1019 milliseconds (ms) in Q1 2022 to 683 ms in Q1 2025. Viasat’s median latency increased slightly over that time period from 676 ms in Q1 2022 to 684 ms in Q1 2025. But neither are remotely close to matching Starlink with its median latency of just 45 ms in Q1 2025.
- HughesNet more than doubled its median download speeds from 20.87 Mbps in Q1 2022 to 47.79 Mbps in Q1 2025 while Viasat increased its median download speeds from 25.18 Mbps to 49.12 Mbps during that same time period.
- Upload speeds are another area where GEO satellite constellations struggle to compete with Starlink and other low-Earth orbit systems. HughesNet has increased its median upload speeds from 2.87 Mbps in Q1 2022 to 4.44 Mbps in Q1 2025 but that is still far lower than Starlink, which has a median upload speed of 14.84 Mbps in Q1 2025. Viasat saw its median upload speeds decline over that same time period from 3.06 Mbps in Q1 2022 to 1.08 Mbps in Q1 2025.
- HughesNet and Viasat are losing subscribers at a rapid rate thanks to competition from LEO satellite provider Starlink with its lower latency and faster download speeds.
Meanwhile, Starlink has nearly 8,000 satellites in low earth orbit (LEO) as part of its mega-constellation, according to Space.com. Starlink’s median download speeds, according to data from Ookla’s Speedtest users, almost doubled from 53.95 Mbit/s in Q3 2022 to 104.71 Mbit/s in Q1 2025. These latest average download speeds are also nearly twice that of HughesNet and Viasat.
In addition to network performance, Starlink has made strides in the U.S. market with promotions and distribution of free equipment to “new customers in states where it has excess capacity,” said Marek. In May, Starlink offered its Standard Kit, priced at $349, for free to consumers in select areas who agree to a one-year service commitment. But, “high demand” areas would still need to pay a one-time, upfront “demand surcharge” of $100, the company said.
Starlink is making headway teaming up with terrestrial service providers on direct-to-device (D2D) services, which connect smartphones and mobile devices directly to satellite networks in areas of spotty wireless service. Canada’s Rogers Communications launched a beta D2D service this week that initially supports text messaging via Starlink LEO satellites. The Canadian operator is also working with Lynk Global in a multi-vendor approach to D2D. Starlink announced this week that it has over 500,000 customers across Canada.
T-Mobile’s D2D service, T-Satellite with Starlink, will be commercially available later this month and will include SMS texting, MMS, picture messaging and short audio clips. In October, T-Satellite will add a data service to its Starlink-based satellite offering.
However, T-Mobile announced it would bump up the launch of T-Satellite to areas impacted by the recent flooding in central Texas. During a number of recent natural disasters, Starlink has offered free services and/or satellite equipment kits to affected communities.
Starlink is providing Mini Kits, which support 50 gigabyte and unlimited roaming data subscriptions, for search and rescue efforts in central Texas, in addition to one month of free service to customers in the areas impacted by recent flooding. In January, the satellite operator offered about a month of free service to new customers and a one-month service credit to existing customers in areas affected by the Los Angeles wildfires.
Starlink could be facing increasing competition from Project Kuiper, Amazon’s LEO satellite broadband service, as it ramps up deployment of a planned LEO constellation of over 3,000 satellites. However, Project Kuiper has fallen far behind schedule in meeting the FCC’s deadline of having more than 1,600 LEO satellites in orbit by the summer of 2026. Since its initial launch in April, Amazon only has a total of 78 satellites in orbit, according to CNBC. Meanwhile, Starlink has launched over 2,300 satellites in the past year alone.
References:
https://www.ookla.com/articles/hughesnet-viasat-performance-2025
https://www.space.com/space-exploration/launches-spacecraft/spacex-starlink-15-2-b1093-vsfs-ocisly
KDDI unveils AU Starlink direct-to-cell satellite service
Telstra selects SpaceX’s Starlink to bring Satellite-to-Mobile text messaging to its customers in Australia
One NZ launches commercial Satellite TXT service using Starlink LEO satellites
SpaceX launches first set of Starlink satellites with direct-to-cell capabilities
FCC: More competition for Starlink; freeing up spectrum for satellite broadband service
U.S. BEAD overhaul to benefit Starlink/SpaceX at the expense of fiber broadband providers
Starlink’s Direct to Cell service for existing LTE phones “wherever you can see the sky”
ABI Research and CCS Insight: Strong growth for satellite to mobile device connectivity (messaging and broadband internet access)
AST SpaceMobile completes 1st ever LEO satellite voice call using AT&T spectrum and unmodified Samsung and Apple smartphones
PCMag Study: Starlink speed and latency top satellite Internet from Hughes and Viasat’s Exede
KDDI unveils AU Starlink direct-to-cell satellite service
KDDI-owned AU [1.] launched Japan’s first direct satellite service, connecting 40% of remote island and mountain populations in Japan that terrestrial networks cannot now reach. The new service, called AU Starlink Direct, is also available to subscribers of Okinawa Cellular, a KDDI-owned company serving the group of islands located in southern Japan. KDDI and Okinawa Cellular will start providing AU Starlink Direct, a direct to cell service between satellites and AU smartphones, on April 10, 2025. This is the first Direct to Cell satellite service in Japan.
Note 1. AU is a brand marketed by KDDI in the main islands of Japan and by Okinawa Cellular in Okinawa for their mobile cellular services. acquired au in 2001, initially through a merger of DDI, KDD, and IDO, and subsequently absorbing au’s parent company. KDDI continues to operate the AU brand for its mobile services.
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The service is compatible with 50 smartphone models and is available free of charge to au users from today for the time being without the need to apply. Subscribers of AU and Okinawa Cellular whose iPhone and Android devices support satellite mode can try the service.
Source: Sean Prior/Alamy Stock Photo
Although AU has nearly 100% population coverage, mobile operators’ 4G and 5G networks effectively serve only about 60% of the population because mobile signal cannot reach remote islands and mountainous areas. The new AU Starlink Direct service allows the operator to bridge this digital divide by enabling customers in these dead zones to connect directly to a Starlink satellite using compatible smartphones.
The service can be used to communicate with family members and friends, in emergencies, etc., even in mountainous areas, island areas, and campgrounds and at sea where it is difficult to provide a telecommunications environment. KDDI is expanding the AU coverage area to all of Japan to bring the experience of “Connecting the Unconnected. wherever you see the sky.”
Gwynne Shotwell, President & COO of SpaceX, said: “I’m very excited to bring direct-to-cell phone connectivity to Japan through KDDI, the first in Asia and one of the first in the world. Both Starlink and direct-to-cell are game-changing technologies, making connecting the unconnected simple and bringing potentially life-saving capability to the people of Japan for disaster and other emergency responses.”
KDDI conducted a successful field test of AU Starlink Direct in Kumejima, Okinawa Prefecture, nearly six months ago.
References:
https://newsroom.kddi.com/english/news/detail/kddi_nr-533_3818.html
https://newsroom.kddi.com/english/news/detail/kddi_nr-299_3557.html
KDDI Partners With SpaceX to Bring Satellite-to-Cellular Service to Japan
SpaceX and KDDI to test Satellite Internet in Japan
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AWS Integrated Private Wireless with Deutsche Telekom, KDDI, Orange, T-Mobile US, and Telefónica partners
Samsung and KDDI complete SLA network slicing field trial on 5G SA network in Japan
KDDI claims world’s first 5G Standalone (SA) Open RAN site using Samsung vRAN and Fujitsu radio units
Samsung vRAN to power KDDI 5G network in Japan
U.S. BEAD overhaul to benefit Starlink/SpaceX at the expense of fiber broadband providers
The U.S. The Commerce Department is examining changes to the NTIA’s $42.5 billion broadband funding bill (Broadband Equity Access and Deployment- BEAD), which endeavors to expand internet access in underserved/unserved areas. [BEAD was part of the 2021 Infrastructure Investment and Jobs Act (IIJA) during the Biden administration] The proposed new rules will make it much easier for Elon Musk owned Starlink satellite-internet service, to tap in to rural broadband funding, according to the Wall Street Journal. [Starlink is owned by SpaceX which is majority owned by Elon Musk).
Commerce Department Secretary Howard Lutnick said that BEAD will be revamped “to take a tech-neutral approach that is rigorously driven by outcomes, so states can provide internet access for the lowest cost.” The department is also “exploring ways to cut government red tape that slows down infrastructure construction. We will work with states and territories to quickly get rid of the delays and the waste. Thereafter, we will move quickly to implementation in order to get households connected. All Americans will receive the benefit of the bargain that Congress intended for BEAD. We’re going to deliver high-speed internet access, and we will do it efficiently and effectively at the lowest cost to taxpayers.”
By making the broadband the grant program “technology-neutral,” it will free up states to award more funds to satellite-internet providers such as Starlink, rather than mainly to companies that lay fiber-optic cables which connect the millions of U.S. households that lack high-speed internet service.
The potential new rules could greatly increase the share of funding available to Starlink. Under the BEAD program’s original rules, Starlink was expected to get up to $4.1 billion, said people familiar with the matter. With Commerce’s overhaul, Starlink, a unit of Musk’s SpaceX, could receive $10 billion to $20 billion.
“The Trump administration is committed to slashing government bureaucracy and harnessing cutting-edge technology to deliver real results for the American people, especially rural Americans who were left behind” under the Biden administration, White House spokesman Kush Desai said.
“Leave it alone; let the states do what they’ve done,” Missouri State Rep. Louis Riggs, a Republican, said in a recent interview. “The feds could not do what the states have done. In 10 or 15 years, all they basically did, they walked in and screwed everything up. God love them, they just keep throwing money at the problem, which is okay when you give it to the states and let us do our jobs, but trying to claw that funding back and stand up a new grant round is the worst idea I’ve heard in a very long time, and that’s saying a lot coming out of D.C.”
The overhaul could be announced as soon as this week, possibly without some details in place, the people said. Following any changes, states might have to rewrite their plans for how to spend their funding from the program, which could delay the implementation.
Lutnick told Commerce staff he plans to do away with other BEAD program rules, including some related to climate impact and sustainability, as well as provisions that encouraged states to fund companies with a racially diverse workforce or union participation, the people said. The program requires internet-service providers that receive funding to offer affordable plans for lower-income customers. Lutnick saids he is considering reducing those obligations.
Commerce Secretary Howard Lutnick at the White House last month. Photo: Francis Chung/Pool/Cnp/ZUMA Press
Many broadband providers worried the Musk-led Department of Government Efficiency (DOGE) would eliminate or reduce the program’s funding. Is that not a conflict of interest considering that Musk owns Starlink/SpaceX?
Given the overhaul, fiber broadband providers may not benefit from it as much as they expected because non-fiber technologies are poised to receive more funding than before.
Fiber Broadband Association CEO Gary Bolton said in a statement that all “Americans deserve fiber for their critical broadband infrastructure. Fiber provides significantly better performance on every metric, such as broadband speeds, capacity, lowest latency and jitter, highest resiliency, sustainability and provides the maximum benefit for economic development and is required for AI, Quantum Networking, smart grid modernization, public safety, 5G and the future of mobile wireless communications. We urge our policymakers to do what’s right for people and to not penalize Americans for where they live or their current income levels.”
Telecommunications and broadband consultant John Greene wrote that states that have started the sub-grantee selection process, such as Louisiana, “might be forced to rethink their process in light of potential new rules.” Other “states, like Texas, might be better served to pause their process until after Commerce has completed their review and made any necessary changes,” he said.
References:
Nokia will manufacture broadband network electronics in U.S. for BEAD program
New FCC Chairman Carr Seen Clarifying Space Rules and Streamlining Approvals Process
Highlights of FiberConnect 2024: PON-related products dominate
Telstra selects SpaceX’s Starlink to bring Satellite-to-Mobile text messaging to its customers in Australia
Australia’s Telstra currently works with Space X’s Starlink to provide low-Earth orbit (LEO) satellite home and small business Internet services. Today, the company announced it will be adding direct-to-device (D2D) text messaging services for customers in Australia. We wrote about that in this IEEE Techblog post. Telstra’s new D2D service is currently in the testing phase and not yet available commercially. Telstra forecasts it will be available from most outdoor areas on mainland Australia and Tasmania where there is a direct line of sight to the sky.
Telstra already has the largest and most reliable mobile network in Australia covering 99.7% of the Australian population over an area of 3 million square kilometres, which is more than 1 million square kilometres greater than our nearest competitor. But Australia’s landmass is vast and there will always be large areas where mobile and fixed networks do not reach, and this is where satellite technology will play a complementary role to our existing networks. As satellite technology continues to evolve to support voice, data and IoT Telsa plans to explore opportunities for the commercial launch of those new services.
Telstra previously teamed up with satellite provider Eutelsat OneWeb to deliver OneWeb low-Earth orbit (LEO) mobile backhaul to customers in Australia. The telco said the D2D text messaging service with Starlink will provide improved coverage to customers in regional and remote areas. Telstra’s mobile network covers 99.7% of the Australian population over an area of 3 million square kilometers. The company said it has invested $11.8 billion into its mobile network in Australia over the past seven years. As satellite technology advances, Telstra plans to look into voice, data and IoT services.
T-Mobile, AT&T and Verizon are all working on satellite-based text messaging services. Many D2D providers such as Starlink have promised text messaging services initially with plans to add more bandwidth-heavy applications, including voice and video, at a later date. “The first Starlink satellite direct to cell phone constellation is now complete,” SpaceX’s Elon Musk wrote on social media in December 2024. That’s good news for T-Mobile, which plans to launch a D2D service with Starlink in the near future. Verizon and AT&T and working with satellite provider AST SpaceMobile to develop their own D2D services.
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What is Satellite-to-Mobile technology?
Satellite-to-Mobile is one of the most exciting areas in the whole telco space and creates a future where outdoor connectivity for basic services, starting with text messages and, eventually, voice and low-rates of data, may be possible from some of Australia’s most remote locations. You may also hear it referred to as Direct to Handset or DTH technology.
What makes this technology so interesting is that for many people, they won’t need to buy a specific compatible phone to send an SMS over Satellite-to-Mobile, as it will take advantage of technology already inside modern smartphones.
Satellite-to-Mobile will complement our existing land-based mobile network offering basic connectivity where people have never had it before.* This technology will continue to mature and will initially support sending and receiving text messages, and in the longer term, voice and low speed data to smartphones across Australia when outdoors with a clear line of site to the sky. Just as mobile networks didn’t replace fibre networks, it’s important to realise the considerable difference between the carrying capacity of satellite versus mobile technology.
Who will benefit most from Satellite-to-Mobile technology?
Satellite-to-Mobile is most relevant to people in regional and remote areas of the country that are outside their carrier’s mobile coverage footprint.
Currently, Satellite-to-Mobile technology allows users to send a message only.
This is currently really a “just-in-case” connectivity layer that allows a person to make contact for help or let someone know they are ok when they are outside their own carrier’s mobile coverage footprint.
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References:
https://www.telstra.com.au/internet/starlink
https://www.telstra.com.au/exchange/telstra-to-bring-spacex-s-starlink-satellite-to-mobile-technolog
https://www.lightreading.com/satellite/telstra-taps-starlink-for-d2d-satellite-messaging-service
https://www.lightreading.com/satellite/amazon-d2d-offerings-are-in-development-
Telstra partners with Starlink for home phone service and LEO satellite broadband services
AT&T deal with AST SpaceMobile to provide wireless service from space
AST SpaceMobile: “5G” Connectivity from Space to Everyday Smartphones
AST SpaceMobile achieves 4G LTE download speeds >10 Mbps during test in Hawaii
AST SpaceMobile completes 1st ever LEO satellite voice call using AT&T spectrum and unmodified Samsung and Apple smartphones
AST SpaceMobile Deploys Largest-Ever LEO Satellite Communications Array
One NZ launches commercial Satellite TXT service using Starlink LEO satellites
New Zealand telco One NZ has commercially launched its Satellite TXT service to eligible phone customers [1.] enabling them to communicate via Starlin/SpaceX’s network of Low Earth orbit (LEO) satellites at no extra cost as long as they have a clear line of sight to the sky. The initial TXT service will take longer to send and receive TXT messages. In many cases, TXT messages will take 3 minutes. However, at times it may take 10 minutes or longer, especially during the first few months. As the service matures and more satellites are launched, we expect delivery times to improve. The type of eligible phone you are using, where you are in New Zealand and whether a satellite is currently overhead will all have an impact on whether your TXT is sent or received and how long it takes.
Note 1. There are only four handsets that can currently use of Satellite TXT: Samsung’s Galaxy Z Flip6, Z Fold6, and S24 Ultra, plus the OPPO Find X8 Pro. One NZ said the handset line-up will expand during the course of next year (2025).
“We have lift-off! I’m incredibly proud that One NZ is the first telecommunications company globally to launch a nationwide Starlink Direct to Mobile service, and One NZ customers are among the first in the world to begin using this groundbreaking technology,” exclaimed Joe Goddard, experience and commercial director at One NZ. He said coverage is available across the whole of New Zealand including the 40% of the landmass that isn’t covered by terrestrial networks – plus approximately 20 km out to sea. “Right from the start we’ve said we would keep customers updated with our progress to launch in 2024 and as the technology develops. Today is a significant milestone in that journey,” he added.
April 2023’s partnership with Starlink coincided with the beginning of a new era for One NZ, which up until that point had operated under the Vodafone brand. At the time, One NZ tempered expectations by making it clear the service wouldn’t launch until late 2024.
SpaceX in October finally received permission to begin testing Starlink’s direct-to-cell capabilities with One NZ. Later that same month, One NZ reported that its network engineers in Christchurch were successfully sending and receiving text messages over the network. “We continue to test the capabilities of One NZ Satellite TXT, and this is an initial service that will get better. For example, text messages will take longer to send but will get quicker over time,” said Goddard. He also went to some lengths to point out that Satellite TXT “is not a replacement for existing emergency tools, and instead adds another communications option.”
One NZ offered a few tips to help their customers use the service:
- To TXT via satellite, you need a clear line of sight to the sky. Unlike other satellite services, you don’t need to hold your phone up towards the sky.
- Keeping your TXT short will help. You can also prepare your TXT and press send as soon as you see the One NZ SpaceX banner appear on-screen.
- To check if your TXT has been delivered, check the time stamp next to your TXT. On a Samsung or OPPO, tap on the message.
- Remember to charge your phone or take a battery pack if you are out adventuring.
One NZ vs T-Mobile Direct to Cell Service:
New Zealand’s terrain – as varied and at times challenging as it is – can be covered by far fewer LEO satellites than the U.S. where T-Mobile has announced Direct to Cell service using Starlink LEO satellites. T-Mobile was granted FCC approval for the service in November, and is now signing up customers to test the US Starlink beta program “early next year.”
References:
https://one.nz/why-choose-us/spacex/
https://www.telecoms.com/satellite/one-nz-claims-direct-to-cell-bragging-rights-over-t-mobile-us
Space X “direct-to-cell” service to start in the U.S. this fall, but with what wireless carrier?
Space X “direct-to-cell” service to start in the U.S. this fall, but with what wireless carrier?
Starlink Direct to Cell service (via Entel) is coming to Chile and Peru be end of 2024
Starlink’s Direct to Cell service for existing LTE phones “wherever you can see the sky”
Satellite 2024 conference: Are Satellite and Cellular Worlds Converging or Colliding?
Reliance Jio vs Starlink: administrative process or auction for satellite broadband services in India?
Reliance Jio has argued that India’s telecom regulator incorrectly concluded that home satellite broadband spectrum should be allocated and not auctioned, according to a letter seen by Reuters. That intensifies Jio’s face-off with Elon Musk’s Starlink.
Starlink is expected to launch broadband satellite service in India soon after receiving a Global Mobile Personal Communication by Satellite (GMPCS) license. The Telecom Ministry has granted in-principle approval, and the Home Ministry is expected to finalize the vetting process. Starlink’s initial strategy was to provide satellite broadband directly to consumers, but the company may now only offer business services in India
India’s telecom regulator, TRAI, is holding a public consultation, but Reliance in a private Oct. 10 letter seen by Reuters asked for the process to be started afresh as the watchdog has “pre-emptively interpreted” that allocation is the way forward. “TRAI seems to have concluded, without any basis, that spectrum assignment should be administrative,” Reliance’s senior regulatory affairs official Kapoor Singh Guliani wrote in the letter to India’s telecoms minister Jyotiraditya Scindia.
References:
https://www.reuters.com/business/media-telecom/ambanis-reliance-lobbies-india-minister-satellite-spectrum-new-face-off-with-2024-10-13/
India’s TRAI releases Recommendations on use of Tera Hertz Spectrum for 6G
FCC: More competition for Starlink; freeing up spectrum for satellite broadband service
SpaceX launches first set of Starlink satellites with direct-to-cell capabilities
Communications Minister: India to be major telecom technology exporter in 3 years with its 4G/5G technology stack
India’s Trai: Coexistence essential for efficient use of mmWave band spectrum
OneWeb, Jio Space Tech and Starlink have applied for licenses to launch satellite-based broadband internet in India
Starlink to explore collaboration with Indian telcos for broadband internet services
FCC: More competition for Starlink; freeing up spectrum for satellite broadband service
More Competition for Starlink Needed:
FCC chairwoman Jessica Rosenworcel said Wednesday that she wants to see more competition for SpaceX‘s internet satellite constellation Starlink. Starlink (owned by SpaceX, which provides launch services) controls nearly two thirds of all active satellites and has launched about 7,000 satellites since 2018. Rosenworcel said at a conference Wednesday that Starlink has “almost two-thirds of the satellites that are in space right now and has a very high portion of (satellite)) internet traffic… Our economy doesn’t benefit from monopolies. So we’ve got to invite many more space actors in, many more companies that can develop constellations and innovations in space.”
Starlink competitors include:
OneWeb is a solid alternative to Starlink’s satellite internet service by offering similar capabilities and coverage. The company plans to launch a constellation of approximately 650 satellites to provide seamless broadband connectivity to users worldwide, including remote and underserved areas. By operating in low-earth orbits (LEO), OneWeb’s satellites can offer low latency and high-speed internet access, suitable for a wide range of commercial, residential, and governmental applications. OneWeb’s satellites will be deployed in polar orbit, allowing them to cover even the Earth’s most remote regions. This global coverage makes OneWeb an attractive option for users who require internet connectivity in areas where traditional terrestrial infrastructure is limited or unavailable.
Viasat has a fleet of satellites in geostationary orbit, allowing it to provide internet services to customers in remote and rural areas. This coverage is essential for customers living in areas with limited terrestrial internet options. In addition to its satellite coverage, Viasat also offers competitive internet speeds. The company’s satellite technology allows fast and reliable internet connections, making it a viable alternative to traditional wired internet providers. This is especially beneficial for customers who require high-speed internet for activities such as streaming, online gaming, or remote work.
Telesat offers a wide range of satellite services tailored to different industries and applications. Telesat’s satellite fleet includes geostationary satellites, low-earth orbit (LEO) satellites, and high-throughput satellites (HTS), allowing it to deliver high-speed internet connectivity, broadcast services, and backhaul solutions to customers in remote and underserved areas. Telesat has extensive coverage and capacity in terms of satellite internet services. They have a strong presence in North America, South America, Europe, the Middle East, and Africa, making their services accessible to millions of users.
Telstra’s extensive network infrastructure and coverage make it a strong competitor to Starlink. The company operates a vast network of undersea cables, satellites, and terrestrial infrastructure, which enables it to provide reliable and high-speed connectivity across Australia and beyond. Telstra also has a solid customer base and brand recognition in the telecommunications industry, which gives it a competitive advantage. One of the critical business challenges that Telstra poses to Starlink is its established presence and dominance in the Australian market. Telstra has a significant market share and customer base in Australia, which gives it a strong foothold in the telecommunications industry. This makes it more difficult for Starlink to penetrate the market and attract customers away from Telstra. In addition, Telstra’s network coverage and infrastructure in remote and rural areas of Australia are competitive advantages.
Project Kuiper is backed by Amazon’s vast resources and infrastructure. Amazon’s deep pockets and logistics and cloud services expertise give Project Kuiper a decisive advantage in deploying and scaling its satellite network. By providing affordable and accessible broadband services, Project Kuiper intends to empower individuals, businesses, and communities with the opportunities and resources that come with internet access. With a constellation of low-earth orbit (LEO) satellites, Project Kuiper plans to deliver high-speed internet connectivity to areas with limited traditional terrestrial infrastructure.
Hughes Network System has a strong foothold in the market, particularly in rural areas with limited terrestrial broadband options. The company’s HughesNet service utilizes geostationary satellites to provide internet connectivity, offering up to 100 Mbps for downloads.
Inmarsat offers a range of satellite-based communication solutions that cater to its customers’ diverse needs. One key area where Inmarsat differentiates itself is its focus on mission-critical applications. The company’s satellite network is designed to provide uninterrupted and reliable connectivity, even in the most remote and challenging environments. Inmarsat’s portfolio includes services such as voice and data communications, machine-to-machine connectivity, and Internet of Things (IoT) solutions. The company’s satellite network covers most of the Earth’s surface, ensuring its customers can stay connected wherever they are.
Freeing Up Spectrum to Support Satellite Broadband Service:
At the FCC’s September 26th Open Commission Meeting, the Commission will consider a Report and Order that will provide 1300 megahertz of spectrum in the 17 GHz band for non-geostationary satellite orbit (NGSO) space stations in the fixed-satellite service (FSS) while also protecting incumbent operations. The Order provides a more cohesive global framework for FSS operators and maximizes the efficient use of the 17 GHz band spectrum. (IB Docket No. 22-273).
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References:
https://www.fcc.gov/september-2024-open-commission-meeting
https://businessmodelanalyst.com/starlink-competitors/
SpaceX launches first set of Starlink satellites with direct-to-cell capabilities
Starlink Direct to Cell service (via Entel) is coming to Chile and Peru be end of 2024
SpaceX has majority of all satellites in orbit; Starlink achieves cash-flow breakeven
Starlink’s Direct to Cell service for existing LTE phones “wherever you can see the sky”
Amazon launches first Project Kuiper satellites in direct competition with SpaceX/Starlink
