SpaceX is preparing to challenge AT&T, Verizon, and T-Mobile with its own wireless network, potentially giving iPhone users another carrier option built around satellite coverage.
The company’s latest Starlink Mobile plans include acquiring valuable 800MHz wireless spectrum and securing FCC approval for a new generation of satellites.
The additional spectrum and regulatory clearance could eventually allow SpaceX to sell mobile service directly to customers without relying on traditional carriers.
Starlink wants to reach places cellular networks can’t
One of the biggest challenges for satellite-based phone service is getting a reliable signal indoors.
SpaceX hopes to address that problem by acquiring low-band 800MHz spectrum, which is better suited to penetrating buildings and covering large geographic areas.
Most modern smartphones already support the frequency band, so Starlink Mobile could work with existing devices without requiring specialized hardware.
The FCC has also approved SpaceX’s plans for a next-generation constellation of 15,000 satellites designed to use 2GHz spectrum. SpaceX says the new satellites will provide more than 100 times the bandwidth of its current system.
The company ultimately wants to combine satellite coverage with traditional ground-based infrastructure, using different spectrum bands to deliver service in cities, rural areas, and places where cellular reception is unreliable.
A new threat to America’s biggest carriers
SpaceX already provides satellite connectivity through T-Mobile, but its latest regulatory approvals could allow it to pursue customers directly.
An FCC waiver removes a previous requirement that certain satellite services lease spectrum from an existing wireless carrier, giving SpaceX greater independence as it builds out Starlink Mobile.
That puts SpaceX on a potential collision course with the three major US carriers, which have spent billions expanding their terrestrial networks.
The announcement also rattled investors, sending shares of AT&T, Verizon, and T-Mobile lower.
For iPhone owners, the appeal is straightforward: a wireless network designed to maintain coverage beyond conventional cell towers, potentially with fewer dead zones.
SpaceX still needs final regulatory approval for its spectrum acquisition, and it hasn’t announced consumer pricing or a launch date for a standalone service.
Its ability to deliver reliable indoor coverage will depend on how the planned satellite and ground networks come together.