Apple Plans to Compete with SpaceX’s Starlink Mobile Internet Service by Expanding Global Team

Please note that this content is for informational purposes only and should not be considered as investment advice. The author does not hold shares in any mentioned companies.

Apple’s Ambitious Plans to Compete with SpaceX’s Starlink

Apple Inc., known for its innovative technology, is poised to enter the competitive landscape of satellite internet services, directly challenging SpaceX’s Starlink globally. Recent job postings indicate that Apple is ramping up efforts to enhance their mobile satellite service (MSS) offerings following a $1.5 billion investment in Globalstar, a leading provider in this domain. This strategic move allows select iPhone users in various countries to send emergency messages from their devices, laying the groundwork for expanded satellite connectivity.

Expanding Satellite Connectivity: A Strategic Initiative

Apple’s journey into satellite communication began in November 2022 when they announced a commitment of $450 million aimed at bolstering domestic manufacturing. This investment specifically targeted the development of satellite infrastructure, including Globalstar’s ground stations necessary for a robust network. Ground stations are pivotal, serving as the connection between users and internet servers, thereby enhancing overall service delivery.

Following this initial venture, Apple increased its stake in Globalstar by acquiring 20% of a Globalstar-related entity that manages the MSS operations through a substantial $1.5 billion investment. This funding is intended to facilitate the construction and deployment of MSS satellites, with SpaceX delivering its expertise in satellite launches.

New Job Opportunities Signal Increased Focus on MSS

In light of these developments, Apple appears to be further solidifying its position in the global MSS market, as indicated by two newly posted job openings. One position is for a Senior Regulatory Engineering Program Manager in Satellite/Product Integrity, tasked with defining and implementing Apple’s satellite strategy and navigating complex regulatory landscapes both nationally and internationally.

The second position focuses on strategic partnerships and is titled Strategic Deals & Partnerships Manager. This role emphasizes a deep understanding of global Mobile Satellite spectrum issues, enabling Apple to forge relationships and manage its satellite spectrum rights effectively.

Globalstar Ground Stations — Globalstar’s ground stations are essential for maintaining satellite connectivity. Image: Apple

The Competitive Landscape of Satellite Connectivity

Currently, Apple’s satellite service provides emergency messaging capabilities when users are out of cellular or Wi-Fi range. In parallel, SpaceX also competes in the MSS sector through its partnership with T-Mobile. In November, the FCC granted SpaceX permission to continue this partnership, which integrates T-Mobile users with Starlink’s satellite network. The Commission, however, deferred a request from SpaceX to enhance satellite signal strength.

As part of ongoing developments, regulatory documents reveal that Globalstar aims to deploy a constellation of 3,080 satellites, committing to launch 10% of this fleet by 2029. This ambitious plan highlights the dynamic nature of the MSS sector, and Apple’s entry signals a significant shift in the competitive landscape.

Source & Images