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Apple's satellite push irks Musk as both sides clash over spectrum.

Apple's satellite push irks Musk as both sides clash over spectrum.

TraderKnowsTraderKnows
2025-03-31
Summary:Apple and Elon Musk's SpaceX are clashing in the satellite communication field due to competition over spectrum resources.

2025.3.31 苹果,马斯克

According to multiple media reports, Apple Inc. is accelerating its satellite communication services, aiming to solve the issue of mobile signal dead zones with satellite technology. This move has displeased SpaceX founder Elon Musk, as both sides are fiercely competing over limited radio spectrum resources.

Currently, Apple is investing heavily in expanding its satellite communication capabilities. The company has invested over $1 billion in its partner Globalstar to provide "off-grid" satellite communication services to iPhone users, allowing them to send texts, make emergency calls, and seek help in areas where traditional cellular networks don't reach. Meanwhile, Musk's SpaceX has launched more than 550 satellites and offers global mobile connectivity through its "Starlink" service.

To advance their services, both companies are vying for spectrum resources. SpaceX has pressured U.S. federal regulators to block a satellite expansion plan supported by Apple. Insiders report that Apple's space communication plan has sparked a strong reaction from Musk, and tensions between the two have intensified in recent months.

Previously, SpaceX and T-Mobile sought to collaborate with Apple, intending to have the "Starlink" service display directly on iPhones to enhance user experience. Although intense negotiations took place, an agreement was eventually reached allowing T-Mobile and SpaceX’s planned satellite communication service to appear on new iPhone models this summer, Apple still maintains strict control over its iOS ecosystem.

Despite some mutual needs between Apple and SpaceX—for example, SpaceX is responsible for launching satellites for Globalstar, a key partner in Apple's satellite services—negotiations between the companies' executives regarding iPhone's direct connection to "Starlink" satellites have not made substantive progress, and no formal cooperation has been reached yet.

This clash between technology giants reflects the intensifying rivalry in the restructuring of the global communication landscape, where spectrum, ecosystems, and devices are increasingly at odds. How the two parties will find a balance between cooperation and competition remains to be observed by the market.

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Risk Warning and Disclaimer

The market carries risks, and investment should be cautious. This article does not constitute personal investment advice and has not taken into account individual users' specific investment goals, financial situations, or needs. Users should consider whether any opinions, viewpoints, or conclusions in this article are suitable for their particular circumstances. Investing based on this is at one's own responsibility.

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